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Universal Logistics Holdings

96 hedge funds and large institutions have $202M invested in Universal Logistics Holdings in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

20% more funds holding

Funds holding: 8096 (+16)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $175M → $202M (+$27.6M)

0.07% more ownership

Funds ownership: 24.18%24.25% (+0.07%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
33
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.03M +$1.07M +32,366 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$990K -$164K -4,965 -14%
Axa
28
Axa
France
$955K +$994K +30,100 New
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$938K +$334K +10,120 +52%
American Century Companies
30
American Century Companies
Missouri
$932K +$971K +29,395 New
ZIM
31
Zacks Investment Management
Illinois
$856K +$121K +3,653 +16%
N
32
Nuveen
North Carolina
$846K -$12.8K -388 -1%
MAM
33
Martingale Asset Management
Massachusetts
$833K -$161K -4,889 -16%
BCM
34
Bridgeway Capital Management
Texas
$831K
CSS
35
Cubist Systematic Strategies
Connecticut
$778K +$410K +12,412 +102%
DA
36
Denali Advisors
California
$726K +$472K +14,300 +166%
Two Sigma Investments
37
Two Sigma Investments
New York
$707K -$864K -26,178 -54%
Goldman Sachs
38
Goldman Sachs
New York
$659K -$82.2K -2,489 -11%
Walleye Capital
39
Walleye Capital
New York
$656K +$683K +20,695 New
QC
40
Quadrature Capital
United Kingdom
$649K +$676K +20,464 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$612K -$2.14M -64,700 -77%
SO
42
STRS Ohio
Ohio
$586K -$99.1K -3,000 -14%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$541K
CIP
44
Cornerstone Investment Partners
Georgia
$530K +$8.95K +271 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$522K +$544K +16,462 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$457K -$317K -9,592 -40%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$411K +$126K +3,811 +42%
EA
48
Ellsworth Advisors
Ohio
$405K -$21.6K -653 -5%
JF
49
Jump Financial
Illinois
$404K +$421K +12,741 New
AG
50
Algert Global
California
$400K -$90.1K -2,730 -18%

ULH Hedge Fund Activity: Q3 2022 in Review

96 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2022, worth a combined $202M — up 16% from $175M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ULH positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.06M. The largest seller was BlackRock, cutting an estimated $7.33M.

  • 96 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $202M of Universal Logistics Holdings stock for Q3 2022, up 16% quarter-over-quarter.
  • 22 funds opened new Universal Logistics Holdings positions in Q3 2022 and 6 closed out, a net change of +16 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2022 was Vanguard Group, an estimated $3.06M added.
  • The largest Universal Logistics Holdings seller in Q3 2022 was BlackRock, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2022.