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Universal Logistics Holdings
ULH

62 hedge funds and large institutions have $184M invested in Universal Logistics Holdings in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

27% more funds holding

Funds holding: 49 → 62 (+13)

14% more capital invested

Capital invested by funds: $161M → $184M (+$22.6M)

0.45% less ownership

Funds ownership: 27.74% → 27.29% (-0.45%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.48M
2
MAM
Martingale Asset Management
Massachusetts
+$1.07M
3
Boston Partners
Boston Partners
Massachusetts
+$817K
4
Renaissance Technologies
Renaissance Technologies
New York
+$794K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$623K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$2.29M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.91M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.47M
5
RA
Royce & Associates
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$425K – – –
Allianz Asset Management
27
Allianz Asset Management
Germany
$379K +$357K +15,975 New
Swiss National Bank
28
Swiss National Bank
Switzerland
$337K – – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$330K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$316K -$8.95K -400 -3%
TA
31
Teachers Advisors
New York
$301K – – –
Wells Fargo
32
Wells Fargo
California
$295K +$108K +4,813 +63%
Bessemer Group
33
Bessemer Group
New Jersey
$287K +$271K +12,100 New
HW
34
Hancock Whitney
Mississippi
$246K +$232K +10,355 New
Macquarie Group
35
Macquarie Group
Australia
$245K +$231K +10,322 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$221K -$6.46K -289 -3%
GCP
37
GSA Capital Partners
United Kingdom
$208K +$196K +8,751 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$206K -$42.6K -1,906 -18%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K +$36.1K +1,614 +28%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$171K +$59.2K +2,648 +58%
AIG
41
American International Group
New York
$134K +$604 +27 +0.5%
Citigroup
42
Citigroup
New York
$124K +$65K +2,905 +126%
SG Americas Securities
43
SG Americas Securities
New York
$114K +$107K +4,802 New
Canada Life
44
Canada Life
Manitoba, Canada
$109K – – –
SO
45
STRS Ohio
Ohio
$92K +$26.8K +1,200 +44%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$48K +$7.45K +333 +20%
Bank of America
47
Bank of America
North Carolina
$45K +$32.5K +1,455 +318%
Legal & General Group
48
Legal & General Group
United Kingdom
$37K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$35.1K +$20.3K +906 +158%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$34K +$31.9K +1,428 New
1
2
3

ULH Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2017, worth a combined $184M — up 14% from $161M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ULH positions and 1 closed out — a net gain of 13 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.48M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3M.

  • 62 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $184M of Universal Logistics Holdings stock for Q4 2017, up 14% quarter-over-quarter.
  • 14 funds opened new Universal Logistics Holdings positions in Q4 2017 and 1 closed out, a net change of +13 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2017 was Millennium Management, an estimated $1.48M added.
  • The largest Universal Logistics Holdings seller in Q4 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $3M sold.

Based on aggregated 13F filings for Q4 2017.