Universal Logistics Holdings
ULH
62 hedge funds and large institutions have $184M invested in Universal Logistics Holdings in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
27% more funds holding
Funds holding: 49 → 62 (+13)
14% more capital invested
Capital invested by funds: $161M → $184M (+$22.6M)
0.45% less ownership
Funds ownership: 27.74% → 27.29% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.48M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.07M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$817K |
| 4 |
Renaissance Technologies
New York
|
+$794K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.29M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.91M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.47M |
| 5 |
RA
Royce & Associates
New York
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $31K | +$25.3K | +1,129 | +579% |
|
|
FQ
52
First Quadrant
Glendale,
California
| $24K | +$22.2K | +991 | New |
|
53
UBS Group
Zurich,
Switzerland
| $15K | -$6.58K | -294 | -32% |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $11K | -$7.29K | -326 | -42% |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $11K | – | – | – |
|
|
QCG
56
Quadrant Capital Group
Cincinnati,
Ohio
| $9K | – | – | – |
|
|
MAM
57
Meeder Asset Management
Dublin,
Ohio
| $9K | +$8.28K | +370 | New |
|
|
DA
58
Denali Advisors
San Diego,
California
| $5K | – | – | – |
|
|
DCM
59
Delpha Capital Management
New York
| $5K | +$4.74K | +212 | New |
|
|
PCM
60
Prelude Capital Management
New York
| $4K | +$4K | +179 | New |
|
61
Federated Hermes
Pittsburgh,
Pennsylvania
| $2K | +$1.63K | +73 | New |
|
62
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$17K | -762 | -96% |
|
|
NFA
63
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$121K | -5,893 | Closed |
|
ULH Hedge Fund Activity: Q4 2017 in Review
62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2017, worth a combined $184M — up 14% from $161M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ULH positions and 1 closed out — a net gain of 13 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $1.48M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3M.
- 62 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2017, up from 49 in Q3 2017.
- Funds reported $184M of Universal Logistics Holdings stock for Q4 2017, up 14% quarter-over-quarter.
- 14 funds opened new Universal Logistics Holdings positions in Q4 2017 and 1 closed out, a net change of +13 holders.
- The largest Universal Logistics Holdings buyer in Q4 2017 was Millennium Management, an estimated $1.48M added.
- The largest Universal Logistics Holdings seller in Q4 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $3M sold.
Based on aggregated 13F filings for Q4 2017.