Universal Logistics Holdings
ULH
59 hedge funds and large institutions have $175M invested in Universal Logistics Holdings in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 5 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 58 → 59 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less capital invested
Capital invested by funds: $199M → $175M (-$24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.1M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.6M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$988K |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$897K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.29M |
| 2 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$2.64M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.03M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.51M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$867K |
ULH Hedge Fund Activity: Q2 2015 in Review
59 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2015, worth a combined $175M — down 12% from $199M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ULH positions and 5 closed out — a net gain of 2 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $13.1M. The largest seller was Bank of Montreal, exiting entirely with an estimated $8.29M sold.
- 59 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2015, up from 58 in Q1 2015.
- Funds reported $175M of Universal Logistics Holdings stock for Q2 2015, down 12% quarter-over-quarter.
- 7 funds opened new Universal Logistics Holdings positions in Q2 2015 and 5 closed out, a net change of +2 holders.
- The largest Universal Logistics Holdings buyer in Q2 2015 was Fidelity Investments, an estimated $13.1M added.
- The largest Universal Logistics Holdings seller in Q2 2015 was Bank of Montreal, an estimated $8.29M sold.
Based on aggregated 13F filings for Q2 2015.