Universal Logistics Holdings
ULH
85 hedge funds and large institutions have $170M invested in Universal Logistics Holdings in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 9 closing their positions.
0.07% more ownership
Funds ownership: 25.54% → 25.62% (+0.07%)
3% less funds holding
Funds holding: 88 → 85 (-3)
12% less capital invested
Capital invested by funds: $193M → $170M (-$23.9M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.46M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$1.29M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$706K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$535K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.44M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.13M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$845K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$573K |
| 5 |
Morgan Stanley
New York
|
-$523K |
ULH Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2023, worth a combined $170M — down 12% from $193M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ULH and 7 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 26 added.
The largest buyer was Fidelity Investments, adding an estimated $8.46M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.44M sold.
- 85 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2023, down from 88 in Q2 2023.
- Funds reported $170M of Universal Logistics Holdings stock for Q3 2023, down 12% quarter-over-quarter.
- 7 funds opened new Universal Logistics Holdings positions in Q3 2023 and 9 closed out, a net change of -2 holders.
- The largest Universal Logistics Holdings buyer in Q3 2023 was Fidelity Investments, an estimated $8.46M added.
- The largest Universal Logistics Holdings seller in Q3 2023 was Hillsdale Investment Management, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2023.