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United Parcel Service

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
1901
MMA Asset Management
Pennsylvania
$246K +$246K +1,147 New
PAI
1902
Pittenger & Anderson Inc
Nebraska
$245K +$168K +785 +219%
WBC
1903
West Branch Capital
Massachusetts
$244K -$35.1K -164 -13%
GPA
1904
Garrison Point Advisors
California
$244K
HHGA
1905
Halbert Hargrove Global Advisors
California
$240K -$5.57K -26 -2%
ZF
1906
Zhang Financial
Michigan
$240K +$240K +1,118 New
CAM
1907
Cozad Asset Management
Illinois
$239K -$107K -500 -31%
GIA
1908
Goodwin Investment Advisory
Georgia
$239K -$2.58K -12 -1%
PFA
1909
Pathway Financial Advisors
Vermont
$239K +$239K +1,180 New
JC
1910
JB Capital
Connecticut
$239K -$15.2K -71 -6%
GWS
1911
Glassman Wealth Services
Virginia
$238K +$10.1K +47 +4%
IWA
1912
Intercontinental Wealth Advisors
Texas
$237K -$3K -14 -1%
ACA
1913
Affinity Capital Advisors
California
$237K +$237K +1,106 New
EIM
1914
Essex Investment Management
Massachusetts
$236K -$5.36K -25 -2%
ATFA
1915
All Terrain Financial Advisors
Minnesota
$236K
NCM
1916
Northside Capital Management
Oregon
$236K
BWM
1917
Buckley Wealth Management
Nevada
$236K
HZ
1918
Hixon Zuercher
Ohio
$236K
WA
1919
Wealth Advisors
California
$236K +$236K +1,100 New
CMI
1920
Clare Market Investments
Texas
$236K +$236K +1,100 New
CG
1921
Cutler Group
California
$235K -$42.7K -200 -15%
UL
1922
Unionview LLC
Washington
$233K +$233K +1,089 New
CHA
1923
Carmichael Hill & Associates
Maryland
$232K -$1.93K -9 -0.8%
FPS
1924
Fieldpoint Private Securities
Connecticut
$232K +$11.4K +53 +5%
DU
1925
Delphia (USA)
Ontario, Canada
$232K +$232K +1,082 New