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Universal Logistics Holdings
ULH

87 hedge funds and large institutions have $159M invested in Universal Logistics Holdings in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $148M → $159M (+$11.1M)

0% more funds holding

Funds holding: 87 → 87 (0)

0.35% less ownership

Funds ownership: 28.83% → 28.48% (-0.35%)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$4M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.98M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$1.56M
4
IA
IndexIQ Advisors
New York
+$735K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$698K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.99M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.61M
4
TCIM
TIAA CREF Investment Management
New York
-$884K
5
JP Morgan Chase
JP Morgan Chase
New York
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1M -$884K -42,546 -45%
Bank of America
27
Bank of America
North Carolina
$999K +$32K +1,539 +3%
Charles Schwab
28
Charles Schwab
California
$945K +$20.2K +972 +2%
MAM
29
Martingale Asset Management
Massachusetts
$873K -$64.4K -3,100 -7%
Morgan Stanley
30
Morgan Stanley
New York
$852K -$3.99M -191,923 -82%
Wells Fargo
31
Wells Fargo
California
$834K +$375K +18,058 +74%
Deutsche Bank
32
Deutsche Bank
Germany
$782K -$336K -16,187 -29%
IA
33
IndexIQ Advisors
New York
$696K +$735K +35,363 New
SO
34
STRS Ohio
Ohio
$554K – – –
SCM
35
Sterling Capital Management
North Carolina
$530K – – –
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$520K -$135K -6,513 -20%
Marshall Wace
37
Marshall Wace
United Kingdom
$470K +$74.1K +3,567 +18%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$417K -$12.9K -621 -3%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$381K -$6.23K -300 -2%
Invesco
40
Invesco
Georgia
$377K +$398K +19,161 New
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$372K +$58.2K +2,800 +17%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$372K +$176K +8,481 +81%
OAM
43
Oxford Asset Management
United Kingdom
$370K -$699K -33,652 -64%
Bessemer Group
44
Bessemer Group
New Jersey
$325K – – –
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$302K -$29.6K -1,426 -8%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$299K – – –
Swiss National Bank
47
Swiss National Bank
Switzerland
$297K – – –
TA
48
Teachers Advisors
New York
$296K – – –
First Trust Advisors
49
First Trust Advisors
Illinois
$295K -$1.6K -77 -0.5%
MSE
50
MUFG Securities EMEA
United Kingdom
$279K – – –
1
2
3 4

ULH Hedge Fund Activity: Q1 2019 in Review

87 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2019, worth a combined $159M — up 7.5% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ULH positions and 10 closed out — a net gain of 1 holder — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $3.99M.

  • 87 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $159M of Universal Logistics Holdings stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 11 funds opened new Universal Logistics Holdings positions in Q1 2019 and 10 closed out, a net change of +1 holder.
  • The largest Universal Logistics Holdings buyer in Q1 2019 was Russell Investments Group, an estimated $4M added.
  • The largest Universal Logistics Holdings seller in Q1 2019 was Morgan Stanley, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2019.