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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$793M
3
Parnassus Investments
3
Parnassus Investments
California
$713M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$168M
5
PPA
5
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$171M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.35B 48,402,968 +1,262,293 +3%
BlackRock
2
BlackRock
New York
$4.9B 44,313,772 -737,601 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.19B 28,882,468 -505,146 -2%
State Street
4
State Street
Massachusetts
$3.08B 27,846,327 -572,174 -2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.74B 24,748,974 +453,504 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.59B 14,357,475 +71,666 +0.5%
Bank of America
7
Bank of America
North Carolina
$1.26B 11,354,019 -1,512,974 -12%
Wells Fargo
8
Wells Fargo
California
$1.03B 9,309,295 +485,007 +5%
Northern Trust
9
Northern Trust
Illinois
$993M 8,975,826 -144,229 -2%
ClearBridge Investments
10
ClearBridge Investments
New York
$822M 7,429,982 +909,571 +14%
Lazard Asset Management
11
Lazard Asset Management
New York
$793M 7,171,025 +2,338,678 +48%
Parnassus Investments
12
Parnassus Investments
California
$713M 6,445,904 +1,696,835 +36%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$708M 6,414,072 +56,388 +0.9%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$648M 5,855,256 +308,886 +6%
Franklin Resources
15
Franklin Resources
California
$623M 5,635,190 +539,620 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$617M 5,575,648 -371,560 -6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$614M 5,552,855 +10,981 +0.2%
Norges Bank
18
Norges Bank
Norway
$579M 5,231,329 +526,782 +11%
Gates Foundation Trust
19
Gates Foundation Trust
Washington
$500M 4,525,329 – –
Invesco
20
Invesco
Georgia
$498M 4,500,222 +1,246,621 +38%
Goldman Sachs
21
Goldman Sachs
New York
$433M 3,915,707 +343,403 +10%
Legal & General Group
22
Legal & General Group
United Kingdom
$431M 3,898,556 +186,944 +5%
Primecap Management
23
Primecap Management
California
$422M 3,814,960 -16,048 -0.4%
Charles Schwab
24
Charles Schwab
California
$367M 3,320,960 +164,438 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$362M 3,275,525 +374,983 +13%
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