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Universal Logistics Holdings
ULH

87 hedge funds and large institutions have $159M invested in Universal Logistics Holdings in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $148M → $159M (+$11.1M)

0% more funds holding

Funds holding: 87 → 87 (0)

0.35% less ownership

Funds ownership: 28.83% → 28.48% (-0.35%)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$4M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.98M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$1.56M
4
IA
IndexIQ Advisors
New York
+$735K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$698K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.99M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.61M
4
TCIM
TIAA CREF Investment Management
New York
-$884K
5
JP Morgan Chase
JP Morgan Chase
New York
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$14K +$14.5K +700 New
QT
77
Quantamental Technologies
New York
$14K +$14.7K +706 New
PCM
78
Prelude Capital Management
New York
$13K +$6.09K +293 +75%
AIP
79
Ameritas Investment Partners
Nebraska
$9K – – –
Canada Life
80
Canada Life
Manitoba, Canada
$9K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$7K -$15.6K -751 -69%
QCG
82
Quadrant Capital Group
Ohio
$7K – – –
CCMW
83
Cypress Capital Management (Wyoming)
Wyoming
$6K – – –
AG
84
Advisor Group
Arizona
$4K – – –
FGAM
85
Financial Gravity Asset Management
Texas
$4K +$4.16K +200 New
DA
86
Denali Advisors
California
$3K -$2.47K -119 -41%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1K +$644 +31 New
CIC
88
Cornercap Investment Counsel
Georgia
– -$685K -37,890 Closed
NA
89
Navellier & Associates
Nevada
– -$507K -28,019 Closed
Lazard Asset Management
90
Lazard Asset Management
New York
– -$490K -27,139 Closed
CI
91
Cavalier Investments
Georgia
– -$421K -23,300 Closed
CS
92
Credit Suisse
Switzerland
– -$199K -10,973 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– -$114K -6,245 Closed
MAM
94
Meeder Asset Management
Ohio
– -$30K -1,674 Closed
Macquarie Group
95
Macquarie Group
Australia
– -$26K -1,463 Closed
FQ
96
First Quadrant
California
– -$21K -1,149 Closed
DWA
97
Dorsey Wright & Associates
California
– -$10K -531 Closed
1 2 3
4

ULH Hedge Fund Activity: Q1 2019 in Review

87 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2019, worth a combined $159M — up 7.5% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ULH positions and 10 closed out — a net gain of 1 holder — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $3.99M.

  • 87 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $159M of Universal Logistics Holdings stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 11 funds opened new Universal Logistics Holdings positions in Q1 2019 and 10 closed out, a net change of +1 holder.
  • The largest Universal Logistics Holdings buyer in Q1 2019 was Russell Investments Group, an estimated $4M added.
  • The largest Universal Logistics Holdings seller in Q1 2019 was Morgan Stanley, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2019.