Universal Logistics Holdings
ULH
60 hedge funds and large institutions have $196M invested in Universal Logistics Holdings in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 10 closing their positions.
16% more capital invested
Capital invested by funds: $169M → $196M (+$26.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 67 → 60 (-7)
48% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 33
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.83M |
| 2 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$1.92M |
| 3 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.89M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.61M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$817K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.89M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$1.85M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$896K |
| 4 |
Goldman Sachs
New York
|
-$747K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$648K |
ULH Hedge Fund Activity: Q4 2013 in Review
60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2013, worth a combined $196M — up 16% from $169M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ULH and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 17 added.
The largest buyer was Fidelity Investments, adding an estimated $3.83M. The largest seller was Royce & Associates, cutting an estimated $1.89M.
- 60 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2013, down from 67 in Q3 2013.
- Funds reported $196M of Universal Logistics Holdings stock for Q4 2013, up 16% quarter-over-quarter.
- 5 funds opened new Universal Logistics Holdings positions in Q4 2013 and 10 closed out, a net change of -5 holders.
- The largest Universal Logistics Holdings buyer in Q4 2013 was Fidelity Investments, an estimated $3.83M added.
- The largest Universal Logistics Holdings seller in Q4 2013 was Royce & Associates, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2013.