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United Parcel Service

2,245 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 789 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
789
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
CH
2076
Canton Hathaway
Rhode Island
$83K
NF
2077
Norwood Financial
Pennsylvania
$81.8K
QL
2078
Quarry LP
New York
$81.4K +$81.4K +518 New
TFGT
2079
TS Financial Group (TSFG)
Illinois
$81K -$47.8K -303 -37%
YDMI
2080
Y.D. More Investments
Israel
$79.4K +$14.2K +90 +22%
CWA
2081
Core Wealth Advisors
Florida
$77.8K +$56.3K +358 +261%
GPFA
2082
Game Plan Financial Advisors
Ohio
$76.4K +$76.4K +486 New
FFA
2083
Fairfield Financial Advisors
Massachusetts
$75.8K
HDIM
2084
Hanson & Doremus Investment Management
Vermont
$75K
HGERS
2085
Householder Group Estate & Retirement Specialist
Arizona
$75K +$470 +3 +0.6%
TSWM
2086
Tyler-Stone Wealth Management
Ohio
$74.6K +$471 +3 +0.6%
BHWM
2087
Beaird Harris Wealth Management
Texas
$71.5K +$1.57K +10 +2%
SIC
2088
SJS Investment Consulting
Ohio
$70.6K -$3.46K -22 -5%
HFM
2089
Harvest Fund Management
China
$69K -$106K -672 -61%
PCFFS
2090
Pacific Center for Financial Services
California
$65.7K -$1.57K -10 -2%
EIM
2091
Essex Investment Management
Massachusetts
$63.5K
VAMG
2092
Voisard Asset Management Group
Michigan
$63.4K +$63.4K +403 New
FC
2093
Family CFO
California
$62.9K
FPFS
2094
First Personal Financial Services
North Carolina
$62.3K
SPWM
2095
Spartan Planning & Wealth Management
North Carolina
$62.3K +$61.9K +394 +19,700%
FRA
2096
Frank Rimerman Advisors
California
$62.1K +$62.1K +395 New
MIM
2097
Macroview Investment Management
Maryland
$60.4K
PP
2098
Pacifica Partners
Canada
$59.4K
RDIA
2099
RE Dickinson Investment Advisors
Iowa
$59K
TC
2100
Tacita Capital
Ontario, Canada
$57.4K -$31.4K -200 -35%