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Universal Logistics Holdings
ULH

62 hedge funds and large institutions have $159M invested in Universal Logistics Holdings in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

0% more funds holding

Funds holding: 62 → 62 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.74% less ownership

Funds ownership: 27.29% → 26.55% (-0.74%)

13% less capital invested

Capital invested by funds: $184M → $159M (-$24.5M)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.81M
2
Boston Partners
Boston Partners
Massachusetts
+$1.37M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.07M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$683K
5
MAM
Martingale Asset Management
Massachusetts
+$647K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.86M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2.23M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.72M
4
RA
Royce & Associates
New York
-$480K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$443K – – –
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$366K +$77.6K +3,396 +24%
WCM
28
Wedge Capital Management
North Carolina
$364K -$16K -700 -4%
TI
29
Trexquant Investment
Connecticut
$353K +$382K +16,709 New
Bessemer Group
30
Bessemer Group
New Jersey
$341K +$91.4K +4,000 +33%
PAM
31
Panagora Asset Management
Massachusetts
$339K +$366K +16,043 New
Axa
32
Axa
France
$311K +$336K +14,700 New
Macquarie Group
33
Macquarie Group
Australia
$304K +$92.2K +4,036 +39%
Swiss National Bank
34
Swiss National Bank
Switzerland
$300K – – –
TA
35
Teachers Advisors
New York
$292K +$26.5K +1,161 +9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$269K -$13K -567 -4%
Wells Fargo
37
Wells Fargo
California
$257K -$5.92K -259 -2%
HW
38
Hancock Whitney
Mississippi
$247K +$30.3K +1,325 +13%
OAM
39
Oxford Asset Management
United Kingdom
$241K +$260K +11,400 New
SCP
40
Seizert Capital Partners
Michigan
$233K +$252K +11,029 New
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$211K +$227K +9,959 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$197K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160K +$4.66K +204 +3%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$151K -$1.49K -65 -0.9%
SO
45
STRS Ohio
Ohio
$143K +$66.2K +2,900 +74%
AIG
46
American International Group
New York
$113K -$6.56K -287 -5%
FQ
47
First Quadrant
California
$107K +$92.9K +4,067 +410%
Citigroup
48
Citigroup
New York
$98K -$13K -569 -11%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$88K +$49.4K +2,161 +106%
HSA
50
Hussman Strategic Advisors
Maryland
$63K +$68.5K +3,000 New
1
2
3

ULH Hedge Fund Activity: Q1 2018 in Review

62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2018, worth a combined $159M — down 13% from $184M a quarter earlier.

Fund positioning in ULH was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 17 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.81M. The largest seller was Fidelity Investments, cutting an estimated $8.86M.

  • 62 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $159M of Universal Logistics Holdings stock for Q1 2018, down 13% quarter-over-quarter.
  • 7 funds opened new Universal Logistics Holdings positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Universal Logistics Holdings buyer in Q1 2018 was Renaissance Technologies, an estimated $1.81M added.
  • The largest Universal Logistics Holdings seller in Q1 2018 was Fidelity Investments, an estimated $8.86M sold.

Based on aggregated 13F filings for Q1 2018.