We are live on ! Find out more
ULH icon

Universal Logistics Holdings
ULH

67 hedge funds and large institutions have $169M invested in Universal Logistics Holdings in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $128M → $169M (+$41.5M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

12% more funds holding

Funds holding: 60 → 67 (+7)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GPGA
Grandeur Peak Global Advisors
Utah
+$7.73M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.02M
3
AAM
ACK Asset Management
Connecticut
+$6.24M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.04M
5
TC
TFS Capital
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.32M
2
Goldman Sachs
Goldman Sachs
New York
-$675K
3
LSV Asset Management
LSV Asset Management
Illinois
-$475K
4
WCM
Wedge Capital Management
North Carolina
-$460K
5
SIM
Spark Investment Management
New York
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$487K +$25.6K +971 +6%
GCP
27
GSA Capital Partners
United Kingdom
$451K +$211K +7,998 +90%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$426K +$131K +4,967 +45%
BCM
29
Bridgeway Capital Management
Texas
$408K – – –
Charles Schwab
30
Charles Schwab
California
$407K +$17.9K +679 +5%
BIM
31
BlackRock Investment Management
Delaware
$403K +$10.9K +413 +3%
ACM
32
Ativo Capital Management
Illinois
$393K – – –
ZIM
33
Zacks Investment Management
Illinois
$372K +$124K +4,696 +51%
Verition Fund Management
34
Verition Fund Management
Connecticut
$333K +$329K +12,500 New
SAM
35
Shell Asset Management
Netherlands
$333K +$329K +12,504 New
NFA
36
Nationwide Fund Advisors
Ohio
$330K +$2.16K +82 +0.7%
ZIM
37
ZPR Investment Management
Florida
$317K – – –
PCM
38
Prelude Capital Management
New York
$307K +$303K +11,500 New
SAM
39
Sage Asset Management
New York
$307K +$303K +11,500 New
MAM
40
Martingale Asset Management
Massachusetts
$297K +$10.6K +404 +4%
GAM
41
Gotham Asset Management
New York
$283K +$2.05K +78 +0.7%
Millennium Management
42
Millennium Management
New York
$279K -$102K -3,875 -27%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$259K +$8.77K +333 +4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$255K -$28.5K -1,084 -10%
PAM
45
Panagora Asset Management
Massachusetts
$245K -$119K -4,508 -33%
SNC
46
Stifel Nicolaus & Co
Missouri
$233K +$230K +8,750 New
Deutsche Bank
47
Deutsche Bank
Germany
$218K -$4.45K -169 -2%
PI
48
Putnam Investments
Massachusetts
$208K -$22K -837 -10%
TA
49
Teachers Advisors
New York
$187K -$1.18K -45 -0.6%
RFC
50
Russell Frank Company
Washington
$167K +$70.9K +2,695 +76%
1
2
3

ULH Hedge Fund Activity: Q3 2013 in Review

67 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2013, worth a combined $169M — up 32% from $128M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ULH positions and 3 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Grandeur Peak Global Advisors, adding an estimated $7.73M. The largest seller was Royce & Associates, cutting an estimated $1.32M.

  • 67 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2013, up from 60 in Q2 2013.
  • Funds reported $169M of Universal Logistics Holdings stock for Q3 2013, up 32% quarter-over-quarter.
  • 10 funds opened new Universal Logistics Holdings positions in Q3 2013 and 3 closed out, a net change of +7 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2013 was Grandeur Peak Global Advisors, an estimated $7.73M added.
  • The largest Universal Logistics Holdings seller in Q3 2013 was Royce & Associates, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2013.