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Universal Logistics Holdings

96 hedge funds and large institutions have $202M invested in Universal Logistics Holdings in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

20% more funds holding

Funds holding: 8096 (+16)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $175M → $202M (+$27.6M)

0.07% more ownership

Funds ownership: 24.18%24.25% (+0.07%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
33
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
51
Engineers Gate Manager
New York
$391K -$862K -26,099 -68%
LPL Financial
52
LPL Financial
California
$328K +$341K +10,327 New
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$314K
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$310K +$25.6K +774 +9%
RWM
55
Ritholtz Wealth Management
New York
$310K +$80.9K +2,449 +33%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$306K +$319K +9,652 New
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$284K +$296K +8,960 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$251K +$204K +6,173 +353%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$243K +$224K +6,790 +766%
UBS Group
60
UBS Group
Switzerland
$231K +$12.4K +375 +5%
AQR Capital Management
61
AQR Capital Management
Connecticut
$229K +$239K +7,235 New
Boston Partners
62
Boston Partners
Massachusetts
$228K -$484K -14,648 -67%
B
63
Bailard
California
$222K +$231K +7,000 New
Bank of America
64
Bank of America
North Carolina
$205K -$39.5K -1,197 -16%
JP Morgan Chase
65
JP Morgan Chase
New York
$171K +$49K +1,484 +38%
MIM
66
MetLife Investment Management
New Jersey
$123K
AIG
67
American International Group
New York
$108K +$66 +2 +0.1%
Deutsche Bank
68
Deutsche Bank
Germany
$105K -$15.9K -482 -13%
Citigroup
69
Citigroup
New York
$99K +$15.3K +464 +17%
DFCM
70
Dark Forest Capital Management
Puerto Rico
$99K +$103K +3,109 New
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$90K -$9.18K -278 -9%
Lazard Asset Management
72
Lazard Asset Management
New York
$80K +$7.03K +213 +9%
QT
73
Quantbot Technologies
New York
$66K +$69.4K +2,101 New
Allspring Global Investments
74
Allspring Global Investments
North Carolina
$62K +$65.2K +1,975 New
Wells Fargo
75
Wells Fargo
California
$61K -$20.5K -621 -24%

ULH Hedge Fund Activity: Q3 2022 in Review

96 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2022, worth a combined $202M — up 16% from $175M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ULH positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.06M. The largest seller was BlackRock, cutting an estimated $7.33M.

  • 96 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $202M of Universal Logistics Holdings stock for Q3 2022, up 16% quarter-over-quarter.
  • 22 funds opened new Universal Logistics Holdings positions in Q3 2022 and 6 closed out, a net change of +16 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2022 was Vanguard Group, an estimated $3.06M added.
  • The largest Universal Logistics Holdings seller in Q3 2022 was BlackRock, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2022.