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Universal Logistics Holdings
ULH

87 hedge funds and large institutions have $148M invested in Universal Logistics Holdings in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

1.74% more ownership

Funds ownership: 27.09% → 28.83% (+1.7%)

18% less funds holding

Funds holding: 106 → 87 (-19)

48% less capital invested

Capital invested by funds: $283M → $148M (-$135M)

78% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 23

Holders
87
Holders Change
-19
Holders Change %
-17.92%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
42
Reduced
26
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.12M
2
Boston Partners
Boston Partners
Massachusetts
+$5.56M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$2.88M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$2.77M
5
LSV Asset Management
LSV Asset Management
Illinois
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.57M
2
DCM
Driehaus Capital Management
Illinois
-$2.16M
3
JIR
James Investment Research
Ohio
-$2.16M
4
BlackRock
BlackRock
New York
-$2.04M
5
EGI
EAM Global Investors
California
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$950K -$125K -4,773 -8%
OAM
27
Oxford Asset Management
United Kingdom
$949K -$335K -12,809 -20%
Bank of America
28
Bank of America
North Carolina
$891K -$459K -17,540 -26%
WCM
29
Wedge Capital Management
North Carolina
$860K +$373K +14,228 +43%
MAM
30
Martingale Asset Management
Massachusetts
$858K +$34K +1,300 +3%
Charles Schwab
31
Charles Schwab
California
$851K -$13.4K -512 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$766K +$456K +17,422 +70%
CIC
33
Cornercap Investment Counsel
Georgia
$685K +$215K +8,210 +28%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$674K +$975K +37,245 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$595K +$3.33K +127 +0.4%
SO
36
STRS Ohio
Ohio
$510K +$246K +9,400 +50%
NA
37
Navellier & Associates
Nevada
$507K +$72.8K +2,781 +11%
Lazard Asset Management
38
Lazard Asset Management
New York
$490K +$230K +8,784 +48%
SCM
39
Sterling Capital Management
North Carolina
$487K – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$454K +$328K +12,522 +100%
Wells Fargo
41
Wells Fargo
California
$440K +$282K +10,783 +80%
CI
42
Cavalier Investments
Georgia
$421K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$397K +$24.3K +929 +4%
Marshall Wace
44
Marshall Wace
United Kingdom
$367K +$531K +20,291 New
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$356K -$2.62K -100 -0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$340K +$271K +10,341 +122%
Squarepoint
47
Squarepoint
New York
$333K +$159K +6,056 +49%
SCP
48
Seizert Capital Partners
Michigan
$309K +$159K +6,074 +55%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$304K +$13.9K +530 +3%
Bessemer Group
50
Bessemer Group
New Jersey
$298K +$10.5K +400 +2%
1
2
3 4 5

ULH Hedge Fund Activity: Q4 2018 in Review

87 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2018, worth a combined $148M — down 48% from $283M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ULH and 5 opened new positions — a net loss of 18 holders — while 26 trimmed existing stakes and 42 added.

The largest buyer was Russell Investments Group, adding an estimated $8.12M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.57M.

  • 87 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2018, down from 106 in Q3 2018.
  • Funds reported $148M of Universal Logistics Holdings stock for Q4 2018, down 48% quarter-over-quarter.
  • 5 funds opened new Universal Logistics Holdings positions in Q4 2018 and 23 closed out, a net change of -18 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2018 was Russell Investments Group, an estimated $8.12M added.
  • The largest Universal Logistics Holdings seller in Q4 2018 was T. Rowe Price Associates, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2018.