Universal Logistics Holdings
ULH
78 hedge funds and large institutions have $155M invested in Universal Logistics Holdings in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.38% less ownership
Funds ownership: 25.11% → 24.72% (-0.38%)
4% less funds holding
Funds holding: 81 → 78 (-3)
13% less capital invested
Capital invested by funds: $178M → $155M (-$22.7M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
28% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.52M |
| 2 |
LCM
Lafitte Capital Management
Austin,
Texas
|
+$2.09M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$1.19M |
| 4 |
Renaissance Technologies
New York
|
+$989K |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$936K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$4.17M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.19M |
| 3 |
Morgan Stanley
New York
|
-$2.28M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$934K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$737K |
ULH Hedge Fund Activity: Q2 2021 in Review
78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2021, worth a combined $155M — down 13% from $178M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ULH and 10 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 26 added.
The largest buyer was Fidelity Investments, adding an estimated $3.52M. The largest seller was Russell Investments Group, cutting an estimated $4.17M.
- 78 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2021, down from 81 in Q1 2021.
- Funds reported $155M of Universal Logistics Holdings stock for Q2 2021, down 13% quarter-over-quarter.
- 10 funds opened new Universal Logistics Holdings positions in Q2 2021 and 13 closed out, a net change of -3 holders.
- The largest Universal Logistics Holdings buyer in Q2 2021 was Fidelity Investments, an estimated $3.52M added.
- The largest Universal Logistics Holdings seller in Q2 2021 was Russell Investments Group, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2021.