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Universal Logistics Holdings
ULH

106 hedge funds and large institutions have $283M invested in Universal Logistics Holdings in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

49% more funds holding

Funds holding: 71 → 106 (+35)

43% more capital invested

Capital invested by funds: $198M → $283M (+$85M)

0.51% more ownership

Funds ownership: 26.58% → 27.09% (+0.51%)

Holders
106
Holders Change
+35
Holders Change %
+49.3%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.46M
2
BlackRock
BlackRock
New York
+$4.93M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.44M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.75M
5
TCIM
TIAA CREF Investment Management
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.56M
3
Boston Partners
Boston Partners
Massachusetts
-$5.23M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.87M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
51
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$592K +$535K +16,100 New
PAM
52
Panagora Asset Management
Massachusetts
$580K -$9.73K -293 -2%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$573K +$518K +15,583 New
TA
54
Teachers Advisors
New York
$553K +$78.9K +2,375 +19%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$529K -$505K -15,200 -51%
MSE
56
MUFG Securities EMEA
United Kingdom
$523K +$472K +14,200 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$521K – – –
Wells Fargo
58
Wells Fargo
California
$498K +$78.1K +2,352 +21%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$482K – – –
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$468K – – –
Two Sigma Investments
61
Two Sigma Investments
New York
$463K +$418K +12,570 New
First Trust Advisors
62
First Trust Advisors
Illinois
$460K +$415K +12,507 New
AQR Capital Management
63
AQR Capital Management
Connecticut
$457K +$412K +12,413 New
Squarepoint
64
Squarepoint
New York
$454K +$410K +12,335 New
GCP
65
GSA Capital Partners
United Kingdom
$453K +$409K +12,300 New
SCP
66
Seizert Capital Partners
Michigan
$406K – – –
Millennium Management
67
Millennium Management
New York
$396K -$1.93M -58,003 -84%
VRS
68
Virginia Retirement Systems
Virginia
$386K +$349K +10,500 New
IECM
69
Intrinsic Edge Capital Management
Illinois
$368K +$332K +10,000 New
EGM
70
Engineers Gate Manager
New York
$326K +$294K +8,851 New
Citadel Advisors
71
Citadel Advisors
Florida
$312K -$985K -29,650 -78%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$311K -$17.4K -525 -6%
QC
73
Quadrature Capital
United Kingdom
$287K +$259K +7,787 New
SRAM
74
Stone Ridge Asset Management
New York
$282K +$255K +7,673 New
ECM
75
Element Capital Management
New York
$279K +$252K +7,590 New
1 2
3
4 5

ULH Hedge Fund Activity: Q3 2018 in Review

106 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2018, worth a combined $283M — up 43% from $198M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ULH positions and 6 closed out — a net gain of 35 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Fidelity Investments, cutting an estimated $21M.

  • 106 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2018, up from 71 in Q2 2018.
  • Funds reported $283M of Universal Logistics Holdings stock for Q3 2018, up 43% quarter-over-quarter.
  • 41 funds opened new Universal Logistics Holdings positions in Q3 2018 and 6 closed out, a net change of +35 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2018 was Morgan Stanley, an estimated $5.46M added.
  • The largest Universal Logistics Holdings seller in Q3 2018 was Fidelity Investments, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2018.