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Universal Logistics Holdings
ULH

Overview Fund Activity

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
Holders
106
Holders Change
+35
Holders Change %
+49.3%
% of All Funds
2.43%
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

1
Morgan Stanley
Morgan Stanley
New York
$7.54M
2
BlackRock
BlackRock
New York
$43M
3
Federated Hermes
Federated Hermes
Pennsylvania
$4.93M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
TCIM
TIAA CREF Investment Management
New York
$3.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.4M
3
Boston Partners
Boston Partners
Massachusetts
$1.88M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$2.03M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$1.88M -$5.79M -157,400 -76%
Charles Schwab
27
Charles Schwab
California
$1.75M +$53.9K +1,464 +3%
MAM
28
Martingale Asset Management
Massachusetts
$1.7M -$946K -25,701 -36%
EGI
29
EAM Global Investors
California
$1.58M +$1.58M +42,864 New
Deutsche Bank
30
Deutsche Bank
Germany
$1.44M -$894K -24,303 -38%
EI
31
EAM Investors
California
$1.25M +$1.25M +33,955 New
WCM
32
Wedge Capital Management
North Carolina
$1.23M +$594K +16,134 +94%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.21M +$63.8K +1,733 +6%
CIC
34
Cornercap Investment Counsel
Georgia
$1.09M +$1.09M +29,680 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.09M -$23.3M -632,217 -96%
SCM
36
Sterling Capital Management
North Carolina
$992K -$241K -6,542 -20%
NA
37
Navellier & Associates
Nevada
$929K +$929K +25,238 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$917K +$156K +4,247 +21%
LSV Asset Management
39
LSV Asset Management
Illinois
$864K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$861K +$861K +23,388 New
CI
41
Cavalier Investments
Georgia
$857K +$857K +23,300 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$792K +$792K +21,526 New
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$770K +$361K +9,840 +88%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$728K +$728K +19,775 New
Creative Planning
45
Creative Planning
Kansas
$708K +$708K +19,250 New
SO
46
STRS Ohio
Ohio
$691K -$331K -9,000 -32%
Lazard Asset Management
47
Lazard Asset Management
New York
$675K +$675K +18,355 New
PP
48
Paloma Partners
Connecticut
$631K +$631K +17,129 New
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$598K +$25K +679 +4%
Bessemer Group
50
Bessemer Group
New Jersey
$592K – – –
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