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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B 67,040,320 +38,069 +0.1%
BlackRock
2
BlackRock
New York
$8.5B 54,538,833 +266,891 +0.5%
State Street
3
State Street
Massachusetts
$4.33B 27,762,821 -591,960 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.57B 22,904,885 +765,336 +3%
Charles Schwab
5
Charles Schwab
California
$2.46B 15,889,570 +628,944 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.15B 13,839,438 +248,453 +2%
Bank of America
7
Bank of America
North Carolina
$2.12B 13,605,927 -236,208 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.73B 11,076,971 -3,070,797 -22%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.51B 9,677,202 +2,331,875 +32%
Franklin Resources
10
Franklin Resources
California
$1.34B 8,626,738 +886,369 +11%
Northern Trust
11
Northern Trust
Illinois
$1.31B 8,411,989 +31,533 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$1.18B 7,585,045 -1,035,395 -12%
Wells Fargo
13
Wells Fargo
California
$1.15B 7,368,258 -119,675 -2%
Norges Bank
14
Norges Bank
Norway
$1.14B 7,290,722 -20,483 -0.3%
Viking Global Investors
15
Viking Global Investors
Connecticut
$1.04B 6,660,484 +5,771,294 +649%
Morgan Stanley
16
Morgan Stanley
New York
$1.02B 6,548,962 -738,852 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.01B 6,456,594 +142,546 +2%
Invesco
18
Invesco
Georgia
$980M 6,286,407 -814,137 -11%
ClearBridge Investments
19
ClearBridge Investments
New York
$903M 5,795,005 -355,333 -6%
UBS Group
20
UBS Group
Switzerland
$764M 4,903,684 -428,514 -8%
Capital Research Global Investors
21
Capital Research Global Investors
California
$715M 4,589,680 -235,359 -5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$675M 4,332,580 -805,109 -16%
Legal & General Group
23
Legal & General Group
United Kingdom
$672M 4,313,784 -230,075 -5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$664M 4,261,260 -2,195,832 -34%
Goldman Sachs
25
Goldman Sachs
New York
$635M 4,076,077 +462,633 +13%
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