Universal Logistics Holdings
ULH
72 hedge funds and large institutions have $93.5M invested in Universal Logistics Holdings in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 16 closing their positions.
2.04% less ownership
Funds ownership: 28.23% → 26.19% (-2%)
9% less funds holding
Funds holding: 79 → 72 (-7)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
36% less capital invested
Capital invested by funds: $146M → $93.5M (-$52.6M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.58M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$790K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$614K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$574K |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.3M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$1.7M |
| 3 |
Millennium Management
New York
|
-$1.68M |
| 4 |
BlackRock
New York
|
-$1.63M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
76
Dupont Capital Management
Wilmington,
Delaware
| – | -$666K | -35,134 | Closed |
|
|
ECM
77
ExodusPoint Capital Management
New York
| – | -$532K | -28,069 | Closed |
|
|
AG
78
Algert Global
San Francisco,
California
| – | -$389K | -20,528 | Closed |
|
79
Two Sigma Investments
New York
| – | -$375K | -19,788 | Closed |
|
|
SO
80
STRS Ohio
Columbus,
Ohio
| – | -$350K | -18,500 | Closed |
|
|
EGM
81
Engineers Gate Manager
New York
| – | -$209K | -11,022 | Closed |
|
|
PP
82
PDT Partners
New York
| – | -$199K | -10,475 | Closed |
|
|
DTL
83
Dynamic Technology Lab
Singapore
| – | -$198K | -10,449 | Closed |
|
84
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$18K | -969 | Closed |
|
85
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -468 | Closed |
|
|
MAM
86
Meeder Asset Management
Dublin,
Ohio
| – | -$6K | -336 | Closed |
|
|
PCM
87
Prelude Capital Management
New York
| – | -$6K | -302 | Closed |
|
|
FGAM
88
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4K | -200 | Closed |
|
ULH Hedge Fund Activity: Q1 2020 in Review
72 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2020, worth a combined $93.5M — down 36% from $146M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ULH and 10 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 23 added.
The largest buyer was Russell Investments Group, adding an estimated $1.58M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.3M.
- 72 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2020, down from 79 in Q4 2019.
- Funds reported $93.5M of Universal Logistics Holdings stock for Q1 2020, down 36% quarter-over-quarter.
- 10 funds opened new Universal Logistics Holdings positions in Q1 2020 and 16 closed out, a net change of -6 holders.
- The largest Universal Logistics Holdings buyer in Q1 2020 was Russell Investments Group, an estimated $1.58M added.
- The largest Universal Logistics Holdings seller in Q1 2020 was T. Rowe Price Associates, an estimated $4.3M sold.
Based on aggregated 13F filings for Q1 2020.