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United Parcel Service

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
1801
Edmond de Rothschild Holding
Switzerland
$206K
FWM
1802
FFT Wealth Management
Pennsylvania
$206K +$206K +990 New
CCM
1803
Crew Capital Management
Ohio
$206K +$206K +990 New
GG
1804
Greenwood Gearhart
Arkansas
$206K +$206K +992 New
CTB
1805
Country Trust Bank
Illinois
$204K -$10.4K -50 -5%
ADL
1806
Asset Dedication LLC
California
$204K
PGWM
1807
Parisi Gray Wealth Management
New Jersey
$204K +$204K +979 New
HVIA
1808
Hudson Valley Investment Advisors
New York
$203K +$203K +975 New
NWM
1809
Northwest Wealth Management
Iowa
$203K +$203K +978 New
ESCM
1810
Echo Street Capital Management
New York
$202K -$83.7K -402 -29%
FPIS
1811
Financial Planning & Information Services
Wisconsin
$202K +$202K +971 New
XF
1812
XML Financial
Maryland
$202K +$202K +972 New
RBFC
1813
Roman Butler Fullerton & Co
Missouri
$201K +$201K +966 New
GSBTD
1814
Glenview State Bank Trust Department
Illinois
$201K +$201K +968 New
OPCM
1815
Osborne Partners Capital Management
California
$201K +$201K +968 New
LFRG
1816
Lazard Frères Gestion
France
$200K +$200K +1,150 New
HS
1817
Horan Securities
United States
$199K +$107K +513 +115%
EI
1818
Ellevest Inc
New York
$199K +$122K +586 +159%
HI
1819
Hudock Inc
Pennsylvania
$194K -$3.53K -17 -2%
AWM
1820
Atticus Wealth Management
Florida
$191K +$1.87K +9 +1%
PMFA
1821
Plante Moran Financial Advisors
Michigan
$190K +$117K +563 +161%
HWA
1822
HHM Wealth Advisors
Tennessee
$188K
GWS
1823
Glassman Wealth Services
Virginia
$188K +$2.7K +13 +1%
LSV Asset Management
1824
LSV Asset Management
Illinois
$187K
CB
1825
CNB Bank
Pennsylvania
$187K +$4.16K +20 +2%