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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 %
SMH
2276
Sanders Morris Harris
Texas
– -$263K -1,470 Closed
BOSSRA
2277
B.O.S.S. Retirement Advisors
Utah
– -$256K -1,430 Closed
DCM
2278
Deuterium Capital Management
Florida
– -$254K -1,416 Closed
SFG
2279
Summit Financial Group
West Virginia
– -$252K -1,404 Closed
EFI
2280
EHP Funds Inc
Canada
– -$251K -1,400 Closed
AWP
2281
Abacus Wealth Partners
California
– -$250K -1,395 Closed
TAM
2282
Titleist Asset Management
Texas
– -$249K -1,391 Closed
FWP
2283
Falcon Wealth Planning
California
– -$248K -1,381 Closed
BCM
2284
Becker Capital Management
Oregon
– -$247K -1,380 Closed
BBA
2285
Braun-Bostich & Associates
Pennsylvania
– -$242K -1,349 Closed
WA
2286
Wealth Architects
California
– -$236K -1,319 Closed
WA
2287
WBH Advisory
Maryland
– -$236K -1,314 Closed
DA
2288
Dillon & Associates
Michigan
– -$235K -1,313 Closed
NWM
2289
Northwest Wealth Management
Iowa
– -$234K -1,307 Closed
RCG
2290
Resource Consulting Group
Florida
– -$234K -1,305 Closed
AMCA
2291
Arthur M. Cohen & Associates
Illinois
– -$234K -1,303 Closed
EFG
2292
Everhart Financial Group
Ohio
– -$232K -1,297 Closed
CAI
2293
Capital Advisors Inc
Oklahoma
– -$230K -1,282 Closed
PFG
2294
Prosperity Financial Group
California
– -$229K -1,280 Closed
NFG
2295
Nadler Financial Group
Illinois
– -$229K -1,276 Closed
AIA
2296
Angeles Investment Advisors
California
– -$227K -1,268 Closed
RB
2297
Renasant Bank
Mississippi
– -$227K -1,264 Closed
KWS
2298
Keystone Wealth Services
California
– -$226K -1,261 Closed
SF
2299
Symphony Financial
Texas
– -$221K -1,255 Closed
W
2300
Wealthquest
Ohio
– -$225K -1,254 Closed
90 91
92
93 94