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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 %
MRCM
1876
M&R Capital Management
New Jersey
$48K
AP
1877
Arlington Partners
Alabama
$48K +$48K +264 New
DWP
1878
Destiny Wealth Partners
Florida
$47K +$47K +258 New
VRM
1879
Vectors Research Management
New York
$46K
WOC
1880
West Oak Capital
California
$41K
AFS
1881
Annapolis Financial Services
Maryland
$40K
HFA
1882
HC Financial Advisors
California
$39K
ARMC
1883
American Research & Management Company
Massachusetts
$39K
MAM
1884
McCarthy Asset Management
California
$38K
JWM
1885
Jackson Wealth Management
Florida
$38K +$786 +387 +2%
Nisa Investment Advisors
1886
Nisa Investment Advisors
Missouri
$37.1K -$446 -2,450 -1%
RIM
1887
Rockbridge Investment Management
New York
$37K
RF
1888
Robbins Farley
New Hampshire
$37K
WFA
1889
West Financial Advisors
Iowa
$36K
FRA
1890
Front Row Advisors
California
$35K
RA
1891
Resolute Advisors
California
$35K
BWA
1892
BDO Wealth Advisors
Florida
$34K -$10.2K -56 -23%
DSC
1893
Duncker Streett & Co
Missouri
$34K
PA
1894
PSI Advisors
Florida
$34K +$34K +186 New
BIA
1895
Bell Investment Advisors
California
$34K +$34K +186 New
RIA
1896
RPG Investment Advisory
California
$32K
CP
1897
Corbenic Partners
Pennsylvania
$32K +$3.62K +20 +13%
BWL
1898
Bogart Wealth LLC
Virginia
$32K +$7.77K +43 +32%
KLWA
1899
Kelly Lawrence W & Associates
California
$30K
CCM
1900
Carderock Capital Management
Maryland
$30K +$30K +167 New