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Universal Logistics Holdings
ULH

79 hedge funds and large institutions have $146M invested in Universal Logistics Holdings in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 27.16% → 28.23% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

5% less funds holding

Funds holding: 83 → 79 (-4)

15% less capital invested

Capital invested by funds: $172M → $146M (-$26.5M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.65M
2
Millennium Management
Millennium Management
New York
+$3.43M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.18M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.21M
5
Boston Partners
Boston Partners
Massachusetts
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.21M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$2.86M
3
Marshall Wace
Marshall Wace
United Kingdom
-$2.73M
4
Goldman Sachs
Goldman Sachs
New York
-$1.24M
5
Invesco
Invesco
Georgia
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.09M +$193K +9,250 +19%
Ameriprise
27
Ameriprise
Minnesota
$1.08M +$570K +27,300 +92%
Charles Schwab
28
Charles Schwab
California
$957K -$35.7K -1,711 -3%
Squarepoint
29
Squarepoint
New York
$857K -$252K -12,058 -21%
IA
30
IndexIQ Advisors
New York
$781K -$273K -13,082 -24%
WCM
31
Wedge Capital Management
North Carolina
$733K -$180K -8,647 -18%
DCM
32
Dupont Capital Management
Delaware
$666K +$202K +9,664 +38%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$586K +$146K +7,000 +29%
WG
34
Winton Group
United Kingdom
$557K -$103K -4,956 -14%
ECM
35
ExodusPoint Capital Management
New York
$532K +$586K +28,069 New
Wells Fargo
36
Wells Fargo
California
$413K -$91.8K -4,400 -17%
AG
37
Algert Global
California
$389K +$428K +20,528 New
Two Sigma Investments
38
Two Sigma Investments
New York
$375K +$40K +1,915 +11%
Invesco
39
Invesco
Georgia
$363K -$717K -34,353 -64%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$357K -$159K -7,615 -29%
SO
41
STRS Ohio
Ohio
$350K – – –
SEI Investments
42
SEI Investments
Pennsylvania
$345K +$138K +6,600 +57%
First Trust Advisors
43
First Trust Advisors
Illinois
$340K -$22.6K -1,085 -6%
Morgan Stanley
44
Morgan Stanley
New York
$332K +$199K +9,524 +119%
Deutsche Bank
45
Deutsche Bank
Germany
$329K -$258K -12,351 -41%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$315K +$346K +16,591 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$309K +$31.3K +1,500 +10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$298K +$14.6K +700 +5%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$281K +$316K +15,144 New
Barclays
50
Barclays
United Kingdom
$248K +$89.2K +4,278 +49%
1
2
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ULH Hedge Fund Activity: Q4 2019 in Review

79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2019, worth a combined $146M — down 15% from $172M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ULH and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 29 added.

The largest buyer was Russell Investments Group, adding an estimated $5.65M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.21M.

  • 79 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2019, down from 83 in Q3 2019.
  • Funds reported $146M of Universal Logistics Holdings stock for Q4 2019, down 15% quarter-over-quarter.
  • 10 funds opened new Universal Logistics Holdings positions in Q4 2019 and 13 closed out, a net change of -3 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2019 was Russell Investments Group, an estimated $5.65M added.
  • The largest Universal Logistics Holdings seller in Q4 2019 was T. Rowe Price Associates, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2019.