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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 %
CCFM
1951
Clear Creek Financial Management
Washington
$210K +$3.12K +20 +2%
AA
1952
Auxano Advisors
Washington
$210K -$2.65K -17 -1%
MA
1953
Mezzasalma Advisors
New Jersey
$210K -$10.6K -68 -5%
WCM
1954
Wedge Capital Management
North Carolina
$209K +$1.09K +7 +0.5%
FA
1955
Fermata Advisors
California
$209K +$209K +1,338 New
OPCM
1956
Osborne Partners Capital Management
California
$209K -$27.3K -175 -12%
TIA
1957
Tandem Investment Advisors
South Carolina
$208K +$208K +1,333 New
CFA
1958
CWS Financial Advisors
Michigan
$207K -$15.6K -100 -7%
HWA
1959
HCR Wealth Advisors
California
$207K +$207K +1,328 New
GFP
1960
Gryphon Financial Partners
Ohio
$207K +$12.2K +78 +6%
HI
1961
Hudock Inc
Pennsylvania
$207K +$936 +6 +0.5%
RFMS
1962
RWQ Financial Management Services
Florida
$207K -$475K -3,050 -70%
NC
1963
NBW Capital
Massachusetts
$206K +$779 +5 +0.4%
AA
1964
Advisory Alpha
Michigan
$206K +$20.9K +134 +11%
EL
1965
Essex LLC
Illinois
$205K +$156 +1 +0.1%
CG
1966
Cutler Group
California
$205K +$205K +1,319 New
KFI
1967
Key Financial Inc
Pennsylvania
$204K – – –
PWA
1968
Providence Wealth Advisors
Illinois
$204K -$11K -71 -5%
ACM
1969
AUA Capital Management
Pennsylvania
$203K +$16.5K +106 +9%
PTC
1970
Philadelphia Trust Company
Pennsylvania
$203K +$17.3K +111 +9%
PB
1971
Pinnacle Bancorp
Nebraska
$203K – – –
QCIG
1972
Quad-Cities Investment Group
Iowa
$202K +$468 +3 +0.2%
WFI
1973
West Family Investments
California
$202K +$202K +1,296 New
APW
1974
Aurora Private Wealth
New Jersey
$202K +$12.2K +78 +6%
RBFC
1975
Roman Butler Fullerton & Co
Missouri
$202K +$1.24K +8 +0.6%
77 78
79
80 81