UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,187 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
886
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$664M
4
JIM
Jensen Investment Management
Oregon
$7M
5
Ameriprise
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
1926
TCI Wealth Advisors
Arizona
$222K -$12K -77 -5%
OFS
1927
OneAscent Financial Services
Alabama
$221K +$221K +1,420 New
AA
1928
Aire Advisors
California
$221K -$22.2K -142 -9%
D
1929
Diversified
Delaware
$220K +$9.51K +61 +5%
EWM
1930
EPG Wealth Management
Georgia
$219K -$9.51K -61 -4%
CAM
1931
Clark Asset Management
New Hampshire
$219K +$219K +1,406 New
FMP
1932
Financial Management Professionals
Texas
$219K -$74.2K -477 -25%
FSA
1933
Fort Sheridan Advisors
Illinois
$218K -$39K -250 -15%
LFA
1934
Level Financial Advisors
New York
$218K – – –
BFC
1935
Bedel Financial Consulting
Indiana
$218K +$468 +3 +0.2%
LIA
1936
LBMC Investment Advisors
Tennessee
$218K +$5.07K +33 +2%
LAM
1937
Lifestyle Asset Management
Texas
$218K +$18.2K +117 +9%
CIP
1938
Chartwell Investment Partners
Pennsylvania
$216K -$29.5K -189 -12%
ESCM
1939
Echo Street Capital Management
New York
$216K +$216K +1,384 New
OHWA
1940
Oak Hill Wealth Advisors
Virginia
$216K +$7.64K +49 +4%
PWP
1941
Perfromance Wealth Partners
Illinois
$215K – – –
SWM
1942
Sugarloaf Wealth Management
Georgia
$215K -$12.6K -81 -6%
EFL
1943
ERn Financial LLC
Wisconsin
$214K -$27.1K -174 -11%
QPWM
1944
Quadrant Private Wealth Management
Pennsylvania
$213K -$29K -186 -12%
LAS
1945
LWM Advisory Services
Florida
$213K – – –
WE
1946
Wealth Effects
Massachusetts
$212K +$4.68K +30 +2%
CCP
1947
Carmel Capital Partners
California
$211K -$927K -5,950 -81%
ROTUOC
1948
Regents of the University of California
California
$210K – – –
SRC
1949
Shufro Rose & Co
New York
$210K – – –
AAP
1950
Arax Advisory Partners
Colorado
$210K -$3.59K -23 -2%
76 77
78
79 80