GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
Logistics companies make money by moving packages.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hourglass Capital Kenneth A. Moffet | 69,725 | $7,495,438 | +10% | 1.47% |
| 2. | Levin Easterly Partners John Murphy | 63,000 | $6,772,500 | -60% | 0.34% |
| 3. | Skylands Capital Charles Paquelet | 53,375 | $5,737,813 | +3% | 0.7% |
| 4. | Bailard Inc Thomas Bailard | 23,465 | $2,522,488 | +1% | 0.05% |
| 5. | P.A.W. CAPITAL PARTNERS Peter A. Wright | 20,530 | $2,206,975 | 1.69% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.17 | 500 | $44,084.10 | 500 | 2025-08-22 | Filing | |
| $86.50 | 5,000 | $432,477.00 | 10,160 | 2025-07-31 | Filing | |
| $85.67 | 11,682 | $1,000,815.63 | 24,718 | 2025-08-01 | Filing | |
| $128.61 | 5,000 | $643,034.50 | 5,160 | 2024-07-25 | Filing | |
| $142.30 | 1,400 | $199,220.00 | 1,400 | 2024-02-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $106.04 | 21,385 | $2,267,665.40 | 0 | 2026-01-28 | Filing | |
| $106.68 | 3,241 | $345,749.88 | 21,385 | 2026-01-28 | Filing | |
| $107.68 | 388 | $41,779.84 | 24,626 | 2026-01-28 | Filing | |
| $137.10 | 10,000 | $1,371,022.00 | 36,769 | 2024-11-25 | Filing | |
| $138.57 | 7,325 | $1,015,009.14 | 0 | 2024-11-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,873,090 | $201,357,175 | 0.12% | |
| 2. | 1,055,522 | $116,651,693 | 0.2% | |
| 3. | 1,029,780 | $110,701,350 | 0.46% | |
| 4. | 848,643 | $91,229,117 | 0.56% | |
| 5. | 841,463 | $90,564,468 | 0.44% |