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United Parcel Service
UPS

Overview Fund Activity

2,186 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, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
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
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
176
Impax Asset Management Group
United Kingdom
$35.3M -$1.8M -11,531 -5%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$34.8M +$2.24M +14,387 +7%
LBA
178
Letko, Brosseau & Associates
Quebec, Canada
$34.3M -$373K -2,394 -1%
LCAM
179
London & Capital Asset Management
United Kingdom
$34M +$8.4M +53,917 +33%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$33.9M -$11.2M -72,153 -25%
CI
181
Conning Inc
Connecticut
$33.7M +$1.19M +7,633 +4%
AAM
182
Advisors Asset Management
Colorado
$33.7M -$1.74M -11,168 -5%
Robeco Institutional Asset Management
183
Robeco Institutional Asset Management
Netherlands
$32.7M +$19.2K +123 +0.1%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$32.2M -$36.5M -233,909 -53%
CIA
185
Capital Investment Advisors
Georgia
$32M +$8.3M +53,226 +35%
SC
186
Saturna Capital
Washington
$32M +$6.16M +39,530 +24%
ASRS
187
Arizona State Retirement System
Arizona
$32M -$250K -1,601 -0.8%
CAN
188
Cetera Advisor Networks
California
$31.6M +$1.02M +6,542 +3%
SO
189
STRS Ohio
Ohio
$31.5M -$660K -4,232 -2%
Ensign Peak Advisors
190
Ensign Peak Advisors
Utah
$31.5M -$3.58M -22,947 -10%
BBHC
191
Brown Brothers Harriman & Co
New York
$31.4M -$3.3M -21,189 -10%
William Blair & Company
192
William Blair & Company
Illinois
$31.4M -$693K -4,447 -2%
MPI
193
Mairs & Power Inc
Minnesota
$31.3M -$1.5M -9,621 -5%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$31.3M -$1.53M -9,816 -5%
CPSAC
195
Chas P. Smith & Associates (CPS)
Florida
$31.3M -$168K -1,079 -0.5%
SOMRS
196
State of Michigan Retirement System
Michigan
$30.9M -$156K -1,000 -0.5%
ATN
197
AMF Tjänstepension
Sweden
$30.9M – – –
UIM
198
USS Investment Management
United Kingdom
$30.8M +$730K +4,684 +2%
OAM
199
Oppenheimer Asset Management
New York
$30M -$641K -4,113 -2%
TAM
200
Trillium Asset Management
Massachusetts
$29.6M -$489K -3,139 -2%
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