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United Parcel Service
UPS

Overview Fund Activity

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.08B
2
First Trust Advisors
First Trust Advisors
Illinois
$310M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.8B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$154M
5
Federated Hermes
Federated Hermes
Pennsylvania
$168M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
$323M
3
MFG
Merit Financial Group
Georgia
$135M
4
ClearBridge Investments
ClearBridge Investments
New York
$1.35B
5
Allianz Asset Management
Allianz Asset Management
Germany
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
2101
Financial Synergies Wealth Advisors
Texas
$1.29K +$323 +2 +33%
HWP
2102
Highline Wealth Partners
California
$1.13K +$1.13K +7 New
DWA
2103
Delos Wealth Advisors
Texas
$1K -$13.8K -69 -93%
RG
2104
Retirement Group
California
$1K -$4.4K -22 -81%
UFF
2105
USA Financial Formulas
Michigan
$1K -$4K -20 -80%
AW
2106
Avion Wealth
Texas
$1K – – –
CWA
2107
Core Wealth Advisors
Florida
$1K – – –
PI
2108
PEAK6 Investments
Illinois
$1K +$1K +4 New
PWP
2109
Principle Wealth Partners
Connecticut
$746 – – –
NDSI
2110
Newman Dignan & Sheerar Inc
Rhode Island
$508 +$12 +73 +2%
FGAM
2111
Financial Gravity Asset Management
Texas
$337 -$44 -168 -11%
FHC
2112
First Heartland Consultants
Missouri
$323 +$6 +38 +2%
MGIM
2113
M&G Investment Management
United Kingdom
$273 -$15 -94 -5%
WIM
2114
Westside Investment Management
California
$39 – – –
JMF
2115
Johnson Midwest Financial
Iowa
$21 – +1 +0.8%
VAM
2116
Vontobel Asset Management
New York
– -$110M -573,017 Closed
DCP
2117
DSM Capital Partners
Florida
– -$85.5M -468,462 Closed
MCM
2118
Marsico Capital Management
Colorado
– -$55.4M -303,398 Closed
Voloridge Investment Management
2119
Voloridge Investment Management
Florida
– -$33.4M -182,858 Closed
Renaissance Technologies
2120
Renaissance Technologies
New York
– -$20M -109,800 Closed
WorldQuant Millennium Advisors
2121
WorldQuant Millennium Advisors
New York
– -$19M -104,332 Closed
GGI
2122
Godsey & Gibb Inc
Virginia
– -$17.6M -96,578 Closed
ERSOT
2123
Employees Retirement System of Texas
Texas
– -$14.1M -77,000 Closed
MSRPS
2124
Maryland State Retirement & Pension System
Maryland
– -$10.3M -56,642 Closed
Holocene Advisors
2125
Holocene Advisors
New York
– -$8.8M -48,227 Closed
83 84
85
86 87