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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 %
TIM
1951
Tortoise Investment Management
New York
$5K
BC
1952
Barnett & Company
Tennessee
$5K +$5K +28 New
Optiver Holding
1953
Optiver Holding
Netherlands
$5K +$5K +28 New
NOI
1954
Newton One Investments
Delaware
$5K +$5K +29 New
SL
1955
Savior LLC
Massachusetts
$4K -$8.17K -47 -67%
RCC
1956
Red Cedar Capital
Nebraska
$4K
FWM
1957
Filbrandt Wealth Management
Wisconsin
$4K
HC
1958
Hoese & Co
Minnesota
$4K
GC
1959
Globeflex Capital
California
$3K
PP
1960
Pacifica Partners
Canada
$3K
ARIS
1961
Advanced Research Investment Solutions
California
$2.19K
EWM
1962
Endurance Wealth Management
Rhode Island
$2K -$8K -40 -80%
IF
1963
Ironwood Financial
Arizona
$2K
KA
1964
Kozak & Associates
Colorado
$2K +$2K +10 New
LAS
1965
Lloyd Advisory Services
Georgia
$1K -$2.43K -17 -71%
TFA
1966
Transamerica Financial Advisors
Florida
$1K
EW
1967
Emerson Wealth
Michigan
$1K +$1K +5 New
PPWM
1968
PFG Private Wealth Management
Florida
$1K +$1K +5 New
CI
1969
Cordant Inc
Oregon
$1K +$1K +5 New
AA
1970
Addison Advisors
Vermont
$1K +$1K +6 New
VCWA
1971
Vanguard Capital Wealth Advisors
Colorado
$777 -$73 -399 -9%
LIA
1972
LBMC Investment Advisors
Tennessee
$245 +$178 +3,552 +265%
WIM
1973
Westside Investment Management
California
$45 +$4 +20 +9%
Winslow Capital Management
1974
Winslow Capital Management
Minnesota
-$412M -1,981,084 Closed
Two Sigma Advisers
1975
Two Sigma Advisers
New York
-$313M -1,503,503 Closed