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Universal Logistics Holdings
ULH

71 hedge funds and large institutions have $198M invested in Universal Logistics Holdings in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

24% more capital invested

Capital invested by funds: $159M → $198M (+$38.7M)

15% more funds holding

Funds holding: 62 → 71 (+9)

0.03% more ownership

Funds ownership: 26.55% → 26.58% (+0.03%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.06M
3
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.39M
4
Bank of America
Bank of America
North Carolina
+$1.02M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$980K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.9M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.8M
3
LSV Asset Management
LSV Asset Management
Illinois
-$762K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$465K
5
Millennium Management
Millennium Management
New York
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.07M +$252K +10,607 +35%
Citadel Advisors
27
Citadel Advisors
Florida
$1M +$904K +38,110 New
SCM
28
Sterling Capital Management
North Carolina
$879K +$795K +33,487 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$815K +$501K +21,095 +212%
ACM
30
Argent Capital Management
Missouri
$800K +$723K +30,471 New
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$776K – – –
TCIM
32
TIAA CREF Investment Management
New York
$730K +$162K +6,844 +33%
SO
33
STRS Ohio
Ohio
$729K +$498K +21,000 +309%
LSV Asset Management
34
LSV Asset Management
Illinois
$616K -$762K -32,120 -58%
JP Morgan Chase
35
JP Morgan Chase
New York
$543K -$69.6K -2,933 -12%
TRCT
36
Tower Research Capital (TRC)
New York
$531K +$446K +18,787 +1,306%
Axa
37
Axa
France
$453K +$60.8K +2,563 +17%
WCM
38
Wedge Capital Management
North Carolina
$452K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$423K – – –
PAM
40
Panagora Asset Management
Massachusetts
$421K – – –
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$409K -$40.7K -1,717 -10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$372K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$344K +$90.2K +3,800 +41%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$334K – – –
TA
45
Teachers Advisors
New York
$332K -$27.5K -1,161 -8%
Wells Fargo
46
Wells Fargo
California
$293K -$23.4K -985 -8%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$293K +$94.9K +3,999 +56%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$236K +$213K +8,988 New
SCP
49
Seizert Capital Partners
Michigan
$233K – – –
SIM
50
Spark Investment Management
New York
$231K +$209K +8,800 New
1
2
3

ULH Hedge Fund Activity: Q2 2018 in Review

71 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2018, worth a combined $198M — up 24% from $159M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ULH positions and 2 closed out — a net gain of 9 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $10.4M. The largest seller was Fidelity Investments, cutting an estimated $16.9M.

  • 71 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $198M of Universal Logistics Holdings stock for Q2 2018, up 24% quarter-over-quarter.
  • 11 funds opened new Universal Logistics Holdings positions in Q2 2018 and 2 closed out, a net change of +9 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2018 was BlackRock, an estimated $10.4M added.
  • The largest Universal Logistics Holdings seller in Q2 2018 was Fidelity Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2018.