Universal Logistics Holdings
ULH
62 hedge funds and large institutions have $159M invested in Universal Logistics Holdings in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
0% more funds holding
Funds holding: 62 → 62 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.74% less ownership
Funds ownership: 27.29% → 26.55% (-0.74%)
13% less capital invested
Capital invested by funds: $184M → $159M (-$24.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.81M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$1.37M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.07M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$683K |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.86M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.23M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$1.72M |
| 4 |
RA
Royce & Associates
New York
|
-$480K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$394K |
ULH Hedge Fund Activity: Q1 2018 in Review
62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2018, worth a combined $159M — down 13% from $184M a quarter earlier.
Fund positioning in ULH was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 17 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.81M. The largest seller was Fidelity Investments, cutting an estimated $8.86M.
- 62 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $159M of Universal Logistics Holdings stock for Q1 2018, down 13% quarter-over-quarter.
- 7 funds opened new Universal Logistics Holdings positions in Q1 2018 and 7 closed out, a net change of 0 holders.
- The largest Universal Logistics Holdings buyer in Q1 2018 was Renaissance Technologies, an estimated $1.81M added.
- The largest Universal Logistics Holdings seller in Q1 2018 was Fidelity Investments, an estimated $8.86M sold.
Based on aggregated 13F filings for Q1 2018.