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Universal Logistics Holdings
ULH

81 hedge funds and large institutions have $178M invested in Universal Logistics Holdings in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $135M → $178M (+$42.9M)

11% more funds holding

Funds holding: 73 → 81 (+8)

0.78% more ownership

Funds ownership: 24.33% → 25.11% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.52M
2
LCM
Lafitte Capital Management
Texas
+$3.06M
3
Morgan Stanley
Morgan Stanley
New York
+$3.03M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.02M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.38M
2
GC
Globeflex Capital
California
-$1.58M
3
BlackRock
BlackRock
New York
-$1.32M
4
RA
Royce & Associates
New York
-$1.2M
5
EVC
Eidelman Virant Capital
Missouri
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.39M -$139K -5,776 -10%
GC
27
Globeflex Capital
California
$1.23M -$1.58M -65,779 -59%
PIC
28
PCJ Investment Counsel
Ontario, Canada
$1.22M -$52.9K -2,206 -5%
DGHMC
29
Dalton, Greiner, Hartman, Maher & Co
New York
$1.2M +$95.1K +3,963 +10%
ICM
30
Invenomic Capital Management
Massachusetts
$1.04M +$953K +39,715 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$946K -$270K -11,254 -24%
Renaissance Technologies
32
Renaissance Technologies
New York
$908K -$81.6K -3,400 -9%
Two Sigma Investments
33
Two Sigma Investments
New York
$850K +$775K +32,295 New
MAM
34
Martingale Asset Management
Massachusetts
$848K -$5.4K -225 -0.7%
SO
35
STRS Ohio
Ohio
$760K +$257K +10,700 +59%
ZCM
36
Zebra Capital Management
Connecticut
$697K +$636K +26,508 New
JP Morgan Chase
37
JP Morgan Chase
New York
$624K -$269K -11,194 -32%
Invesco
38
Invesco
Georgia
$560K -$47.6K -1,985 -9%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$512K +$192K +8,007 +70%
Ameriprise
40
Ameriprise
Minnesota
$485K -$216K -9,000 -33%
PAM
41
Panagora Asset Management
Massachusetts
$445K +$400K +16,672 +7,186%
Wells Fargo
42
Wells Fargo
California
$421K -$138K -5,762 -27%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$418K -$35.6K -1,484 -9%
IA
44
IndexIQ Advisors
New York
$405K +$370K +15,407 New
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$380K -$509K -21,220 -59%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$366K +$93K +3,875 +39%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$337K +$72K +3,000 +31%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$312K -$178K -7,421 -39%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$304K – – –
WCM
50
Wedge Capital Management
North Carolina
$294K -$219K -9,135 -45%
1
2
3 4

ULH Hedge Fund Activity: Q1 2021 in Review

81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2021, worth a combined $178M — up 32% from $135M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ULH positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 37 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $3.52M. The largest seller was Russell Investments Group, cutting an estimated $4.38M.

  • 81 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2021, up from 73 in Q4 2020.
  • Funds reported $178M of Universal Logistics Holdings stock for Q1 2021, up 32% quarter-over-quarter.
  • 13 funds opened new Universal Logistics Holdings positions in Q1 2021 and 5 closed out, a net change of +8 holders.
  • The largest Universal Logistics Holdings buyer in Q1 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $3.52M added.
  • The largest Universal Logistics Holdings seller in Q1 2021 was Russell Investments Group, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2021.