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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 %
AIP
1951
Almanack Investment Partners
Pennsylvania
$223K -$85.9K -400 -28%
LF
1952
LifeSteps Financial
California
$222K +$222K +1,036 New
KCA
1953
Karn Couzens & Associates
Connecticut
$222K +$222K +1,036 New
MG
1954
MilWealth Group
Wisconsin
$222K
FOA
1955
Five Oceans Advisors
California
$221K +$221K +1,030 New
CWP
1956
Curated Wealth Partners
California
$221K +$221K +1,032 New
SN
1957
Sittner & Nelson
Oregon
$219K
PVH
1958
Psagot Value Holdings
Israel
$219K +$32.2K +150 +17%
HIC
1959
Holderness Investments Company
North Carolina
$219K +$219K +1,020 New
PIA
1960
Pinion Investment Advisors
Kansas
$219K +$219K +1,024 New
HCC
1961
Hirtle Callaghan & Co
Pennsylvania
$218K +$218K +1,016 New
ADL
1962
Asset Dedication LLC
California
$217K -$5.99K -28 -3%
WG
1963
Welch Group
Alabama
$217K +$217K +1,014 New
PCWA
1964
Pacific Capital Wealth Advisors
California
$216K +$216K +1,007 New
RCA
1965
Resonant Capital Advisors
Wisconsin
$216K +$216K +1,008 New
KF
1966
Krilogy Financial
Missouri
$216K +$216K +1,010 New
CNB
1967
Camden National Bank
Maine
$216K +$216K +1,010 New
CCP
1968
Cassia Capital Partners
North Carolina
$215K +$215K +1,004 New
JRFS
1969
James Reed Financial Services
Ohio
$214K +$214K +999 New
BAM
1970
Bosun Asset Management
Illinois
$214K +$214K +1,000 New
HVIA
1971
Hudson Valley Investment Advisors
New York
$214K +$214K +1,000 New
NJBEST
1972
New Jersey Better Educational Savings Trust
New Jersey
$214K +$214K +1,000 New
KC
1973
Kenfarb & Co
Kentucky
$214K +$214K +1,000 New
RC
1974
RBF Capital
California
$214K +$214K +1,000 New
MWM
1975
Mattern Wealth Management
Kansas
$213K +$213K +993 New