Universal Logistics Holdings
ULH
91 hedge funds and large institutions have $297M invested in Universal Logistics Holdings in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 25
7% more capital invested
Capital invested by funds: $278M → $297M (+$18.7M)
1% more funds holding
Funds holding: 90 → 91 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0.12% more ownership
Funds ownership: 26.03% → 26.15% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.16M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.63M |
| 3 |
BlackRock
New York
|
+$1.04M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$785K |
| 5 |
Goldman Sachs
New York
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.66M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.35M |
| 3 |
GC
Globeflex Capital
San Diego,
California
|
-$1.89M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.03M |
| 5 |
JFG
Jefferies Financial Group
New York
|
-$601K |
ULH Hedge Fund Activity: Q3 2024 in Review
91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2024, worth a combined $297M — up 6.7% from $278M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ULH positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.16M. The largest seller was Invesco, cutting an estimated $3.66M.
- 91 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2024, up from 90 in Q2 2024.
- Funds reported $297M of Universal Logistics Holdings stock for Q3 2024, up 6.7% quarter-over-quarter.
- 12 funds opened new Universal Logistics Holdings positions in Q3 2024 and 11 closed out, a net change of +1 holder.
- The largest Universal Logistics Holdings buyer in Q3 2024 was Fidelity Investments, an estimated $4.16M added.
- The largest Universal Logistics Holdings seller in Q3 2024 was Invesco, an estimated $3.66M sold.
Based on aggregated 13F filings for Q3 2024.