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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 %
GQG Partners
2201
GQG Partners
Florida
– -$6.95M -38,761 Closed
VIA
2202
Vident Investment Advisory
Georgia
– -$6.67M -37,189 Closed
AAF
2203
Andra AP-fonden
Sweden
– -$6.04M -33,683 Closed
Westfield Capital Management
2204
Westfield Capital Management
Massachusetts
– -$5.54M -30,883 Closed
PI
2205
PGGM Investments
Netherlands
– -$5.05M -28,190 Closed
GC
2206
Globeflex Capital
California
– -$4.88M -27,228 Closed
V
2207
Veritable
Delaware
– -$4.7M -26,216 Closed
HI
2208
HBK Investments
Texas
– -$4.2M -23,437 Closed
CWM
2209
Cordatus Wealth Management
Pennsylvania
– -$3.59M -20,024 Closed
MWM
2210
Marietta Wealth Management
Georgia
– -$3.56M -19,843 Closed
CIM
2211
Chapman Investment Management
California
– -$3.44M -19,196 Closed
GSC
2212
G&S Capital
Colorado
– -$2.54M -14,184 Closed
EIP
2213
Easterly Investment Partners
Massachusetts
– -$2.47M -13,805 Closed
MCI
2214
MRP Capital Investments
Georgia
– -$264K -13,474 Closed
HSA
2215
Hussman Strategic Advisors
Maryland
– -$2.33M -13,000 Closed
FDS
2216
First Dallas Securities
Texas
– -$2.2M -12,286 Closed
KWILP
2217
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.13M -11,871 Closed
TSS
2218
Two Sigma Securities
New York
– -$2.01M -11,200 Closed
ZIG
2219
Zurich Insurance Group
Switzerland
– -$1.95M -10,900 Closed
TA
2220
TKG Advisors
Indiana
– -$1.81M -10,074 Closed
Simplex Trading
2221
Simplex Trading
Illinois
– -$1.78M -9,932 Closed
SLWA
2222
San Luis Wealth Advisors
California
– -$1.68M -9,345 Closed
AC
2223
Arjuna Capital
North Carolina
– -$1.64M -9,166 Closed
LFM
2224
LGT Fund Management
Liechtenstein
– -$1.61M -9,000 Closed
PIA
2225
Petredis Investment Advisors
Pennsylvania
– -$1.58M -8,801 Closed
87 88
89
90 91