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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 %
TFM
2051
TFC Financial Management
Massachusetts
$83.9K -$156 -1 -0.2%
CH
2052
Canton Hathaway
Rhode Island
$83K – – –
AWM
2053
Atticus Wealth Management
Florida
$81.8K +$11.1K +71 +16%
JWM
2054
Janiczek Wealth Management
Colorado
$81.4K -$5.46K -35 -6%
NF
2055
Norwood Financial
Pennsylvania
$81K – – –
CCM
2056
Chilton Capital Management
Texas
$78.4K – – –
TCM
2057
TD Capital Management
Tennessee
$77.2K +$624 +4 +0.8%
FFA
2058
Fairfield Financial Advisors
Massachusetts
$75.1K -$25.6K -164 -25%
HDIM
2059
Hanson & Doremus Investment Management
Vermont
$75K +$7.83K +50 +12%
HGERS
2060
Householder Group Estate & Retirement Specialist
Arizona
$74.3K +$74.3K +476 New
TSWM
2061
Tyler-Stone Wealth Management
Ohio
$74K +$470 +3 +0.6%
SIC
2062
SJS Investment Consulting
Ohio
$73.4K +$935 +6 +1%
BHWM
2063
Beaird Harris Wealth Management
Texas
$69.4K – – –
PCFFS
2064
Pacific Center for Financial Services
California
$66.7K +$46.8K +300 +234%
AA
2065
Addison Advisors
Vermont
$66.1K -$74.7K -479 -53%
YDMI
2066
Y.D. More Investments
Israel
$64.7K -$3.9K -25 -6%
EIM
2067
Essex Investment Management
Massachusetts
$63K – – –
FC
2068
Family CFO
California
$62.3K – – –
FPFS
2069
First Personal Financial Services
North Carolina
$61.7K -$3.9K -25 -6%
TWP
2070
TFO Wealth Partners
Ohio
$60.4K +$717 +4 +1%
MIM
2071
Macroview Investment Management
Maryland
$59.9K – – –
PP
2072
Pacifica Partners
Canada
$59.1K +$56.8K +370 +2,467%
RDIA
2073
RE Dickinson Investment Advisors
Iowa
$59K – – –
CCA
2074
Column Capital Advisors
Indiana
$58.6K -$22.7K -146 -28%
RCG
2075
Rock Creek Group
District of Columbia
$57.4K -$35.4K -227 -38%
81 82
83
84 85