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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
1801
Sargent Bickham Lagudis
Colorado
$125K +$8.71K +48 +7%
PO
1802
Private Ocean
California
$125K +$45.7K +251 +58%
HA
1803
Herold Advisors
New York
$124K +$124K +684 New
RCG
1804
Rock Creek Group
District of Columbia
$123K -$116K -642 -49%
IWP
1805
IAG Wealth Partners
Wisconsin
$117K
NFSG
1806
Newbridge Financial Services Group
Florida
$117K +$17.3K +95 +17%
OSNBOA
1807
Old Second National Bank of Aurora
Illinois
$115K +$9.13K +50 +9%
CH
1808
Canton Hathaway
Rhode Island
$115K +$19.2K +105 +20%
IFAM
1809
Institutional & Family Asset Management
Colorado
$114K -$3.47K -19 -3%
HR
1810
Howe & Rusling
New York
$113K
FMP
1811
Financial Management Professionals
Texas
$112K
CWC
1812
Carolinas Wealth Consulting
North Carolina
$111K -$79.2K -436 -42%
JPLA
1813
Joseph P. Lucia & Associates
New York
$109K -$45.4K -250 -29%
HCM
1814
Highlander Capital Management
New Jersey
$109K
RFA
1815
Reilly Financial Advisors
California
$109K +$16.6K +91 +18%
CLOS
1816
Compagnie Lombard Odier SCmA
Switzerland
$109K +$109K +600 New
LFG
1817
Larson Financial Group
Missouri
$108K +$19.3K +106 +22%
PMFA
1818
Plante Moran Financial Advisors
Michigan
$106K -$59.8K -329 -36%
HWMA
1819
Heritage Wealth Management (Arizona)
Arizona
$106K -$12.7K -70 -11%
SIC
1820
Salem Investment Counselors
North Carolina
$105K -$29.1K -160 -22%
SIM
1821
Sonora Investment Management
Arizona
$105K -$14.7K -81 -12%
WWM
1822
Wagner Wealth Management
South Carolina
$100K -$13.5K -63 -12%
SC
1823
Sierra Capital
Florida
$99K
ACA
1824
Atlas Capital Advisors
Wyoming
$98.7K -$16.2K -89 -14%
MWM
1825
Mascoma Wealth Management
New Hampshire
$97K +$97K +530 New