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Universal Logistics Holdings
ULH

72 hedge funds and large institutions have $93.5M invested in Universal Logistics Holdings in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.04% less ownership

Funds ownership: 28.23% → 26.19% (-2%)

9% less funds holding

Funds holding: 79 → 72 (-7)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

36% less capital invested

Capital invested by funds: $146M → $93.5M (-$52.6M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.58M
2
LSV Asset Management
LSV Asset Management
Illinois
+$790K
3
GCP
GSA Capital Partners
United Kingdom
+$614K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$574K
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$557K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.3M
2
ACM
Argent Capital Management
Missouri
-$1.7M
3
Millennium Management
Millennium Management
New York
-$1.68M
4
BlackRock
BlackRock
New York
-$1.63M
5
ZIM
Zacks Investment Management
Illinois
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$480K -$34.2K -2,076 -5%
Bank of America
27
Bank of America
North Carolina
$463K -$362K -21,940 -38%
Wells Fargo
28
Wells Fargo
California
$424K +$175K +10,596 +49%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$378K -$33K -2,000 -6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$365K -$683K -41,400 -60%
WG
31
Winton Group
United Kingdom
$333K -$65.7K -3,986 -14%
Renaissance Technologies
32
Renaissance Technologies
New York
$321K +$404K +24,500 New
Invesco
33
Invesco
Georgia
$301K +$64K +3,880 +20%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$275K +$35.2K +2,133 +11%
Squarepoint
35
Squarepoint
New York
$261K -$417K -25,282 -56%
SEI Investments
36
SEI Investments
Pennsylvania
$238K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$216K -$16.5K -1,000 -6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$213K – – –
Swiss National Bank
39
Swiss National Bank
Switzerland
$206K – – –
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$200K +$251K +15,248 New
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$199K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$193K -$52.5K -3,181 -18%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$191K -$32.7K -1,980 -12%
State of Tennessee, Department of Treasury
44
State of Tennessee, Department of Treasury
Tennessee
$186K +$234K +14,176 New
Victory Capital Management
45
Victory Capital Management
Texas
$168K +$89.3K +5,412 +72%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$161K +$2.34K +142 +1%
Capital Fund Management (CFM)
47
Capital Fund Management (CFM)
France
$156K +$197K +11,929 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$154K – – –
DA
49
Denali Advisors
California
$151K +$9.62K +583 +5%
AllianceBernstein
50
AllianceBernstein
Tennessee
$138K +$173K +10,500 New
1
2
3 4

ULH Hedge Fund Activity: Q1 2020 in Review

72 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2020, worth a combined $93.5M — down 36% from $146M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ULH and 10 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was Russell Investments Group, adding an estimated $1.58M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.3M.

  • 72 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2020, down from 79 in Q4 2019.
  • Funds reported $93.5M of Universal Logistics Holdings stock for Q1 2020, down 36% quarter-over-quarter.
  • 10 funds opened new Universal Logistics Holdings positions in Q1 2020 and 16 closed out, a net change of -6 holders.
  • The largest Universal Logistics Holdings buyer in Q1 2020 was Russell Investments Group, an estimated $1.58M added.
  • The largest Universal Logistics Holdings seller in Q1 2020 was T. Rowe Price Associates, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2020.