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Universal Logistics Holdings
ULH

49 hedge funds and large institutions have $161M invested in Universal Logistics Holdings in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $120M → $161M (+$41.6M)

2% more funds holding

Funds holding: 48 → 49 (+1)

0.32% less ownership

Funds ownership: 28.06% → 27.74% (-0.32%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.88M
2
Boston Partners
Boston Partners
Massachusetts
+$1.38M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.01M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$371K
5
BlackRock
BlackRock
New York
+$106K

Top Sellers

Rank Fund Capital Flow
1
GPGA
Grandeur Peak Global Advisors
Utah
-$5.71M
2
LSV Asset Management
LSV Asset Management
Illinois
-$654K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$589K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$118K
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$37.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$259K – – –
Morgan Stanley
27
Morgan Stanley
New York
$255K +$73.6K +4,600 +58%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$217K +$1.2K +75 +0.7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$196K – – –
Wells Fargo
30
Wells Fargo
California
$155K +$54.6K +3,413 +81%
Deutsche Bank
31
Deutsche Bank
Germany
$151K -$28.7K -1,793 -19%
NFA
32
Nationwide Fund Advisors
Ohio
$121K – – –
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K +$76.9K +4,805 +521%
AIG
34
American International Group
New York
$115K +$6.7K +419 +8%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$93K +$3.55K +222 +5%
Canada Life
36
Canada Life
Manitoba, Canada
$92K – – –
SO
37
STRS Ohio
Ohio
$55K – – –
Citigroup
38
Citigroup
New York
$48K -$20.7K -1,293 -36%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$35K +$27.2K +1,701 New
Legal & General Group
40
Legal & General Group
United Kingdom
$31K – – –
UBS Group
41
UBS Group
Switzerland
$19K +$10.4K +651 +240%
TRCT
42
Tower Research Capital (TRC)
New York
$16K +$10.9K +679 +679%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$16K +$12.3K +770 +3,080%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$11.7K -$7.28K -455 -44%
Bank of America
45
Bank of America
North Carolina
$9K +$1.58K +99 +28%
QCG
46
Quadrant Capital Group
Ohio
$8K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$7K – – –
DA
48
Denali Advisors
California
$4K – – –
Barclays
49
Barclays
United Kingdom
$4K +$2.66K +166 +572%
GPGA
50
Grandeur Peak Global Advisors
Utah
– -$5.71M -380,620 Closed
1
2
3

ULH Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2017, worth a combined $161M — up 35% from $120M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ULH positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.88M. The largest seller was Grandeur Peak Global Advisors, exiting entirely with an estimated $5.71M sold.

  • 49 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2017, up from 48 in Q2 2017.
  • Funds reported $161M of Universal Logistics Holdings stock for Q3 2017, up 35% quarter-over-quarter.
  • 3 funds opened new Universal Logistics Holdings positions in Q3 2017 and 2 closed out, a net change of +1 holder.
  • The largest Universal Logistics Holdings buyer in Q3 2017 was Vanguard Group, an estimated $2.88M added.
  • The largest Universal Logistics Holdings seller in Q3 2017 was Grandeur Peak Global Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2017.