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Universal Logistics Holdings
ULH

80 hedge funds and large institutions have $175M invested in Universal Logistics Holdings in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $130M → $175M (+$44.2M)

31% more funds holding

Funds holding: 61 → 80 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 24.18% → 24.18% (-0%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
24
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.31M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$976K
4
LCM
Lafitte Capital Management
Texas
+$900K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$804K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$4.1M
2
SAM
Scopus Asset Management
New York
-$3.04M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.94M
4
ICM
Invenomic Capital Management
Massachusetts
-$1.67M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$793K +$691K +29,049 New
N
27
Nuveen
North Carolina
$738K +$177K +7,430 +38%
BCM
28
Bridgeway Capital Management
Texas
$716K +$348K +14,600 +126%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$691K +$602K +25,308 New
Invesco
30
Invesco
Georgia
$656K +$168K +7,072 +42%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$655K +$83.3K +3,500 +17%
ZIM
32
Zacks Investment Management
Illinois
$638K +$556K +23,349 New
Goldman Sachs
33
Goldman Sachs
New York
$635K -$112K -4,695 -17%
Boston Partners
34
Boston Partners
Massachusetts
$597K -$780K -32,782 -60%
SO
35
STRS Ohio
Ohio
$587K -$190K -8,000 -27%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$532K +$463K +19,464 New
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$466K -$38.1K -1,600 -9%
CIP
38
Cornerstone Investment Partners
Georgia
$449K -$6.31K -265 -2%
AG
39
Algert Global
California
$419K +$365K +15,350 New
EA
40
Ellsworth Advisors
Ohio
$366K +$319K +13,408 New
CSS
41
Cubist Systematic Strategies
Connecticut
$331K +$288K +12,110 New
E
42
Ergoteles
New York
$303K +$264K +11,094 New
ZCM
43
Zebra Capital Management
Connecticut
$296K -$6.69K -281 -3%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$271K +$236K +9,909 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$250K +$80.5K +3,383 +59%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$246K +$214K +9,006 New
HF
47
HRT Financial
New York
$241K +$211K +8,851 New
DA
48
Denali Advisors
California
$235K +$85.7K +3,600 +72%
Bank of America
49
Bank of America
North Carolina
$209K +$11.3K +474 +7%
RWM
50
Ritholtz Wealth Management
New York
$200K +$175K +7,339 New
1
2
3 4

ULH Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2022, worth a combined $175M — up 34% from $130M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ULH positions and 6 closed out — a net gain of 20 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.31M. The largest seller was Royce & Associates, cutting an estimated $4.1M.

  • 80 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $175M of Universal Logistics Holdings stock for Q2 2022, up 34% quarter-over-quarter.
  • 26 funds opened new Universal Logistics Holdings positions in Q2 2022 and 6 closed out, a net change of +20 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2022 was Fidelity Investments, an estimated $3.31M added.
  • The largest Universal Logistics Holdings seller in Q2 2022 was Royce & Associates, an estimated $4.1M sold.

Based on aggregated 13F filings for Q2 2022.