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Universal Logistics Holdings
ULH

111 hedge funds and large institutions have $185M invested in Universal Logistics Holdings in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

16% more funds holding

Funds holding: 96 → 111 (+15)

0.31% less ownership

Funds ownership: 24.25% → 23.94% (-0.31%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

8% less capital invested

Capital invested by funds: $202M → $185M (-$16.7M)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
32
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.44M
2
Norges Bank
Norges Bank
Norway
+$1.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.48M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$1.02M
5
American Century Companies
American Century Companies
Missouri
+$998K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.41M
2
RA
Royce & Associates
New York
-$2.71M
3
Millennium Management
Millennium Management
New York
-$1.5M
4
LSV Asset Management
LSV Asset Management
Illinois
-$1.32M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
26
Axa
France
$1.01M – – –
UIC
27
Uniplan Investment Counsel
Wisconsin
$973K +$1.02M +29,117 New
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$911K -$82.4K -2,354 -8%
ZIM
29
Zacks Investment Management
Illinois
$883K -$20.8K -593 -2%
BCM
30
Bridgeway Capital Management
Texas
$876K – – –
N
31
Nuveen
North Carolina
$863K -$29.8K -852 -3%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$818K -$330K -9,426 -28%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$815K -$240K -6,841 -22%
CSS
34
Cubist Systematic Strategies
Connecticut
$795K -$26.5K -758 -3%
MAM
35
Martingale Asset Management
Massachusetts
$754K -$129K -3,697 -14%
EI
36
EAM Investors
California
$748K -$372K -10,620 -32%
Goldman Sachs
37
Goldman Sachs
New York
$671K -$24.8K -709 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$645K – – –
Swiss National Bank
39
Swiss National Bank
Switzerland
$635K +$665K +19,000 New
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$570K – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$524K +$94.7K +2,705 +21%
AQR Capital Management
42
AQR Capital Management
Connecticut
$521K +$292K +8,333 +115%
SO
43
STRS Ohio
Ohio
$514K -$109K -3,100 -17%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$482K +$167K +4,766 +49%
GCP
45
GSA Capital Partners
United Kingdom
$460K +$482K +13,752 New
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$455K +$209K +5,981 +78%
EA
47
Ellsworth Advisors
Ohio
$446K -$2.14K -61 -0.5%
SCP
48
Seizert Capital Partners
Michigan
$443K +$464K +13,243 New
Victory Capital Management
49
Victory Capital Management
Texas
$430K +$450K +12,854 New
CIP
50
Cornerstone Investment Partners
Georgia
$421K -$144K -4,125 -25%
1
2
3 4 5

ULH Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2022, worth a combined $185M — down 8.3% from $202M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ULH positions and 10 closed out — a net gain of 15 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.44M. The largest seller was BlackRock, cutting an estimated $3.41M.

  • 111 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $185M of Universal Logistics Holdings stock for Q4 2022, down 8.3% quarter-over-quarter.
  • 25 funds opened new Universal Logistics Holdings positions in Q4 2022 and 10 closed out, a net change of +15 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2022 was Fidelity Investments, an estimated $2.44M added.
  • The largest Universal Logistics Holdings seller in Q4 2022 was BlackRock, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2022.