Universal Logistics Holdings
ULH
52 hedge funds and large institutions have $113M invested in Universal Logistics Holdings in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
0% more funds holding
Funds holding: 52 → 52 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
9% less capital invested
Capital invested by funds: $124M → $113M (-$11.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.24M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.15M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$850K |
| 5 |
Bank of New York Mellon
New York
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.91M |
| 2 |
RA
Royce & Associates
New York
|
-$2.27M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.2M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$1.39M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$4.07K | -265 | -87% |
|
52
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $79 | – | – | – |
|
|
WA
53
Wasatch Advisors
Salt Lake City,
Utah
| – | -$2.2M | -141,240 | Closed |
|
|
ZIM
54
Zacks Investment Management
Chicago,
Illinois
| – | -$1.39M | -89,306 | Closed |
|
|
55
Bessemer Group
Woodbridge,
New Jersey
| – | -$1.17M | -75,000 | Closed |
|
|
ZCM
56
Zebra Capital Management
Stamford,
Connecticut
| – | -$590K | -37,909 | Closed |
|
|
MAM
57
Martingale Asset Management
Boston,
Massachusetts
| – | -$268K | -17,166 | Closed |
|
|
GCP
58
GSA Capital Partners
London,
United Kingdom
| – | -$199K | -12,788 | Closed |
|
|
FQ
59
First Quadrant
Glendale,
California
| – | -$44K | -2,800 | Closed |
|
60
Barclays
London,
United Kingdom
| – | -$1K | -41 | Closed |
|
ULH Hedge Fund Activity: Q4 2015 in Review
52 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2015, worth a combined $113M — down 9.4% from $124M a quarter earlier.
Fund positioning in ULH was balanced in Q4 2015: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 14 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.4M. The largest seller was Wells Fargo, cutting an estimated $2.91M.
- 52 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $113M of Universal Logistics Holdings stock for Q4 2015, down 9.4% quarter-over-quarter.
- 8 funds opened new Universal Logistics Holdings positions in Q4 2015 and 8 closed out, a net change of 0 holders.
- The largest Universal Logistics Holdings buyer in Q4 2015 was Fidelity Investments, an estimated $4.4M added.
- The largest Universal Logistics Holdings seller in Q4 2015 was Wells Fargo, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2015.