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Universal Logistics Holdings
ULH

106 hedge funds and large institutions have $283M invested in Universal Logistics Holdings in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

49% more funds holding

Funds holding: 71 → 106 (+35)

43% more capital invested

Capital invested by funds: $198M → $283M (+$85M)

0.51% more ownership

Funds ownership: 26.58% → 27.09% (+0.51%)

Holders
106
Holders Change
+35
Holders Change %
+49.3%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.46M
2
BlackRock
BlackRock
New York
+$4.93M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.44M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.75M
5
TCIM
TIAA CREF Investment Management
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.56M
3
Boston Partners
Boston Partners
Massachusetts
-$5.23M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.87M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$1.88M -$5.23M -157,400 -76%
Charles Schwab
27
Charles Schwab
California
$1.75M +$48.6K +1,464 +3%
MAM
28
Martingale Asset Management
Massachusetts
$1.7M -$854K -25,701 -36%
EGI
29
EAM Global Investors
California
$1.58M +$1.42M +42,864 New
Deutsche Bank
30
Deutsche Bank
Germany
$1.44M -$807K -24,303 -38%
EI
31
EAM Investors
California
$1.25M +$1.13M +33,955 New
WCM
32
Wedge Capital Management
North Carolina
$1.23M +$536K +16,134 +94%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.21M +$57.6K +1,733 +6%
CIC
34
Cornercap Investment Counsel
Georgia
$1.09M +$986K +29,680 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.08M -$21M -632,217 -96%
SCM
36
Sterling Capital Management
North Carolina
$992K -$217K -6,542 -20%
NA
37
Navellier & Associates
Nevada
$929K +$838K +25,238 New
JP Morgan Chase
38
JP Morgan Chase
New York
$917K +$141K +4,247 +21%
LSV Asset Management
39
LSV Asset Management
Illinois
$864K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$861K +$777K +23,388 New
CI
41
Cavalier Investments
Georgia
$857K +$774K +23,300 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$792K +$715K +21,526 New
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$770K +$327K +9,840 +88%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$728K +$657K +19,775 New
Creative Planning
45
Creative Planning
Kansas
$708K +$639K +19,250 New
SO
46
STRS Ohio
Ohio
$691K -$299K -9,000 -32%
Lazard Asset Management
47
Lazard Asset Management
New York
$675K +$610K +18,355 New
PP
48
Paloma Partners
Connecticut
$631K +$569K +17,129 New
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$598K +$22.6K +679 +4%
Bessemer Group
50
Bessemer Group
New Jersey
$592K – – –
1
2
3 4 5

ULH Hedge Fund Activity: Q3 2018 in Review

106 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2018, worth a combined $283M — up 43% from $198M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ULH positions and 6 closed out — a net gain of 35 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Fidelity Investments, cutting an estimated $21M.

  • 106 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2018, up from 71 in Q2 2018.
  • Funds reported $283M of Universal Logistics Holdings stock for Q3 2018, up 43% quarter-over-quarter.
  • 41 funds opened new Universal Logistics Holdings positions in Q3 2018 and 6 closed out, a net change of +35 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2018 was Morgan Stanley, an estimated $5.46M added.
  • The largest Universal Logistics Holdings seller in Q3 2018 was Fidelity Investments, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2018.