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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 %
LWP
1926
Laurel Wealth Planning
Minnesota
$15K +$15K +85 New
RAM
1927
Riggs Asset Management
Pennsylvania
$14K
MWA
1928
Moser Wealth Advisors
Washington
$14K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1929
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K
MGIM
1930
M&G Investment Management
United Kingdom
$11.1K -$5.35K -29,391 -33%
CA
1931
Centerpoint Advisors
Massachusetts
$11K
SA
1932
SRH Advisors
Kansas
$11K
DI
1933
Disciplined Investments
Oklahoma
$11K
GCM
1934
Gladius Capital Management
Illinois
$10K +$10K +51 New
RA
1935
Rational Advisors
New York
$10K +$10K +53 New
CWA
1936
Carolina Wealth Advisors
South Carolina
$9K -$10.4K -58 -54%
CMA
1937
Cedar Mountain Advisors
Oregon
$9K
TLFA
1938
True Link Financial Advisors
California
$9K
RDFA
1939
Ritter Daniher Financial Advisory
Ohio
$9K
HF
1940
Halpern Financial
Virginia
$7.28K -$7.65K -42 -51%
RG
1941
Retirement Group
California
$7K
WAS
1942
Winch Advisory Services
Wisconsin
$7K
HWM
1943
HighMark Wealth Management
Minnesota
$7K
CWA
1944
Core Wealth Advisors
Florida
$6K -$9.68K -50 -62%
BAM
1945
Baldrige Asset Management
Pennsylvania
$6K
TJHA
1946
Thomas J. Herzfeld Advisors
Florida
$6K +$2.12K +12 +55%
ODG
1947
O'Dell Group
Ohio
$6K +$6K +31 New
CWM
1948
Cranbrook Wealth Management
Michigan
$6K +$6K +35 New
EAM
1949
Eukles Asset Management
Ohio
$5K -$104K -626 -95%
LWA
1950
Lowe Wealth Advisors
Maryland
$5K