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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 %
DCM
2226
Davidson Capital Management
Texas
– -$1.46M -8,171 Closed
BA
2227
Bridgewater Associates
Connecticut
– -$1.43M -7,975 Closed
BC
2228
Brookfield Corp
Ontario, Canada
– -$1.35M -7,517 Closed
MFP
2229
Meridian Financial Partners
Virginia
– -$1.32M -7,051 Closed
WCAMG
2230
Woodard & Company Asset Management Group
North Carolina
– -$1.21M -6,777 Closed
PP
2231
Pegasus Partners
Wisconsin
– -$1.19M -6,638 Closed
KJHP
2232
K.J. Harrison & Partners
Ontario, Canada
– -$1.14M -6,375 Closed
TRIA
2233
Trail Ridge Investment Advisors
Colorado
– -$1.11M -6,200 Closed
JCM
2234
Jag Capital Management
Missouri
– -$1.03M -5,740 Closed
TCM
2235
Twin Capital Management
Pennsylvania
– -$942K -5,254 Closed
GIM
2236
Guardian Investment Management
California
– -$897K -5,005 Closed
TSWM
2237
Triangle Securities Wealth Management
North Carolina
– -$779K -4,345 Closed
VEA
2238
Virtus ETF Advisers
New York
– -$711K -3,965 Closed
ACM
2239
Aljian Capital Management
Nevada
– -$706K -3,938 Closed
RGF
2240
Retirement Guys Formula
Ohio
– -$695K -3,879 Closed
SCM
2241
Stevens Capital Management
Pennsylvania
– -$686K -3,825 Closed
MJRIC
2242
Mogy Joel R Investment Counsel
California
– -$538K -3,000 Closed
FRM
2243
Fox Run Management
Connecticut
– -$533K -2,976 Closed
CF
2244
Corrigan Financial
Rhode Island
– -$523K -2,917 Closed
MWA
2245
Martel Wealth Advisors
Washington
– -$492K -2,743 Closed
CSS
2246
Cubist Systematic Strategies
Connecticut
– -$476K -2,658 Closed
FBC
2247
Fairfield, Bush & Co
Connecticut
– -$462K -2,575 Closed
CB
2248
Cooke & Bieler
Pennsylvania
– -$448K -2,500 Closed
AFG
2249
Atomi Financial Group
New York
– -$437K -2,440 Closed
PP
2250
Paloma Partners
Connecticut
– -$415K -2,315 Closed
88 89
90
91 92