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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1901
Resolute Advisors
California
$20K +$20K +193 New
PCFFS
1902
Pacific Center for Financial Services
California
$19K +$167 +1 +0.9%
FI
1903
FormulaFolio Investments
Michigan
$18K -$3.31M -15,638 -99%
RCC
1904
Red Cedar Capital
Nebraska
$18K
CWA
1905
Carolina Wealth Advisors
South Carolina
$18K
MFT
1906
Moisand Fitzgerald Tamayo
Florida
$18K +$8.58K +51 +91%
AWM
1907
AllSquare Wealth Management
New York
$17K
GSAM
1908
Grant Street Asset Management
Pennsylvania
$17K
JWM
1909
Janiczek Wealth Management
Colorado
$16K -$12.1K -71 -43%
JIR
1910
James Investment Research
Ohio
$14K
SPWG
1911
Sage Private Wealth Group
Illinois
$14K
HF
1912
Halpern Financial
Virginia
$13.9K +$13.9K +82 New
TIM
1913
Tortoise Investment Management
New York
$13K
MWA
1914
Moser Wealth Advisors
Washington
$13K
SL
1915
Savior LLC
Massachusetts
$12K
EWM
1916
Elmwood Wealth Management
California
$12K +$12K +68 New
AJ
1917
Ashburton (Jersey)
Jersey
$11K
SA
1918
SRH Advisors
Kansas
$10K
CA
1919
Centerpoint Advisors
Massachusetts
$10K
DI
1920
Disciplined Investments
Oklahoma
$10K +$172 +1 +2%
CMA
1921
Cedar Mountain Advisors
Oregon
$9K
BMD
1922
Better Money Decisions
New Mexico
$9K +$9K +50 New
UFF
1923
USA Financial Formulas
Michigan
$8K -$1.33M -8,303 -99%
RDFA
1924
Ritter Daniher Financial Advisory
Ohio
$8K
HI
1925
Hoey Investments
Pennsylvania
$8K