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United Parcel Service
UPS

Overview Fund Activity

1,934 hedge funds and large institutions have $82.2B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 735 increasing their positions, 729 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+152
Holders Change %
+8.53%
% of All Funds
34.32%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
279
Increased
735
Reduced
729
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

1
BlackRock
BlackRock
New York
$8.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.32B
3
Korea Investment Corp
Korea Investment Corp
South Korea
$265M
4
UBS Group
UBS Group
Switzerland
$872M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$938M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$572M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.59B
3
Bank of America
Bank of America
North Carolina
$2.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.04B
5
Goldman Sachs
Goldman Sachs
New York
$411M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2001
Faithward Advisors
Pennsylvania
– -$246K -1,475 Closed
AO
2002
Advisor OS
Illinois
– -$244K -1,460 Closed
OL
2003
Optas LLC
Texas
– -$232K -1,392 Closed
IAP
2004
Indie Asset Partners
Indiana
– -$232K -1,391 Closed
WA
2005
Waverly Advisors
Alabama
– -$211K -1,345 Closed
DS
2006
DRW Securities
Illinois
– -$220K -1,321 Closed
AIP
2007
Ahrens Investment Partners
Louisiana
– -$218K -1,310 Closed
CAM
2008
Concorde Asset Management
Michigan
– -$218K -1,286 Closed
JLBC
2009
J.L. Bainbridge & Co
Florida
– -$214K -1,284 Closed
QC
2010
QCM Cayman
Texas
– -$213K -1,281 Closed
EWF
2011
Epstein & White Financial
California
– -$213K -1,265 Closed
CHP
2012
Cable Hill Partners
Oregon
– -$210K -1,263 Closed
OR
2013
Olympiad Research
Connecticut
– -$210K -1,262 Closed
FCCM
2014
First City Capital Management
Georgia
– -$217K -1,243 Closed
NAS
2015
Nicolet Advisory Services
Wisconsin
– -$203K -1,217 Closed
WCM
2016
Weld Capital Management
New York
– -$200K -1,198 Closed
PCWA
2017
Pacific Capital Wealth Advisors
California
– -$168K -1,007 Closed
AA
2018
Advisory Alpha
Michigan
– -$144K -824 Closed
CHAM
2019
Clear Harbor Asset Management
Connecticut
– -$59K -354 Closed
CCM
2020
Chiron Capital Management
Florida
– -$50K -300 Closed
JSC
2021
Jackson Square Capital
California
– -$40K -241 Closed
BBL
2022
Beck Bode LLC
Massachusetts
– -$40K -240 Closed
PFG
2023
Pacific Financial Group
Washington
– -$21K -125 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2024
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$15K -90 Closed
LGWM
2025
Litman Gregory Wealth Management
California
– -$14K -86 Closed
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