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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$802M
4
TCM
4
Tybourne Capital Management
Hong Kong
$204M
5
BP
5
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MHC
1801
Meyer Handelman Company
New York
– -$1.32M -11,839 Closed
OMC
1802
Old Mission Capital
Illinois
– -$1.31M -11,809 Closed
MHS
1803
M Holdings Securities
Oregon
– -$1.25M -11,268 Closed
HHGA
1804
Halbert Hargrove Global Advisors
California
– -$1.15M -10,360 Closed
WR
1805
Watson Rebecca
– -$1.13M -10,143 Closed
HSA
1806
Hussman Strategic Advisors
Maryland
– -$1.11M -10,000 Closed
MERSOM
1807
Municipal Employees' Retirement System of Michigan
Michigan
– -$1.04M -9,310 Closed
FPCG
1808
Fort Pitt Capital Group
Pennsylvania
– -$810K -7,286 Closed
BRWM
1809
B. Riley Wealth Management
Tennessee
– -$730K -6,560 Closed
RIA
1810
Regal Investment Advisors
Michigan
– -$691K -6,214 Closed
FIB
1811
First Interstate Bank
Montana
– -$598K -5,381 Closed
SC
1812
SRB Corp
Massachusetts
– -$559K -5,031 Closed
ACM
1813
Anfield Capital Management
California
– -$601K -4,213 Closed
SAM
1814
Sompo Asset Management
Japan
– -$468K -4,210 Closed
WFPG
1815
Waller Financial Planning Group
Ohio
– -$465K -4,181 Closed
DC
1816
Diametric Capital
Massachusetts
– -$460K -4,134 Closed
BCP
1817
Berkeley Capital Partners
Georgia
– -$449K -4,038 Closed
Fayez Sarofim & Co
1818
Fayez Sarofim & Co
Texas
– -$398K -3,578 Closed
BFA
1819
Beacon Financial Advisory
Ohio
– -$368K -3,317 Closed
FC
1820
FORA Capital
Florida
– -$364K -3,277 Closed
DIM
1821
DC Investments Management
Virginia
– -$363K -3,267 Closed
PF
1822
Phoenix Financial
Israel
– -$323K -3,115 Closed
OC
1823
Oarsman Capital
Wisconsin
– -$325K -2,926 Closed
SA
1824
Silversage Advisors
California
– -$273K -2,335 Closed
IWA
1825
Intercontinental Wealth Advisors
Texas
– -$248K -2,233 Closed
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