Universal Logistics Holdings
ULH
50 hedge funds and large institutions have $115M invested in Universal Logistics Holdings in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
0.19% more ownership
Funds ownership: 27.97% → 28.16% (+0.19%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
9% less funds holding
Funds holding: 55 → 50 (-5)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
12% less capital invested
Capital invested by funds: $130M → $115M (-$15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.38M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.25M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$893K |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$263K |
| 5 |
Goldman Sachs
New York
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$560K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$558K |
| 3 |
Morgan Stanley
New York
|
-$207K |
| 4 |
JP Morgan Chase
New York
|
-$160K |
| 5 |
Renaissance Technologies
New York
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Invesco
Atlanta,
Georgia
| – | -$560K | -34,253 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$558K | -34,142 | Closed |
|
53
Daiwa Securities Group
Tokyo,
Japan
| – | -$65K | -4,000 | Closed |
|
54
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$11K | -700 | Closed |
|
ULH Hedge Fund Activity: Q1 2017 in Review
50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2017, worth a combined $115M — down 12% from $130M a quarter earlier.
Fund positioning in ULH was balanced in Q1 2017: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, adding an estimated $7.38M. The largest seller was Invesco, exiting entirely with an estimated $560K sold.
- 50 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2017, down from 55 in Q4 2016.
- Funds reported $115M of Universal Logistics Holdings stock for Q1 2017, down 12% quarter-over-quarter.
- 4 funds opened new Universal Logistics Holdings positions in Q1 2017 and 4 closed out, a net change of 0 holders.
- The largest Universal Logistics Holdings buyer in Q1 2017 was BlackRock, an estimated $7.38M added.
- The largest Universal Logistics Holdings seller in Q1 2017 was Invesco, an estimated $560K sold.
Based on aggregated 13F filings for Q1 2017.