Universal Logistics Holdings
ULH
73 hedge funds and large institutions have $135M invested in Universal Logistics Holdings in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
3% more funds holding
Funds holding: 71 → 73 (+2)
0.03% more ownership
Funds ownership: 24.3% → 24.33% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $136M → $135M (-$1.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.07M |
| 2 |
Bank of New York Mellon
New York
|
+$1.31M |
| 3 |
Millennium Management
New York
|
+$1.3M |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$935K |
| 5 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$1.84M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.84M |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$1.65M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$653K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$620K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WG
76
Winton Group
London,
United Kingdom
| – | -$534K | -25,599 | Closed |
|
77
AQR Capital Management
Greenwich,
Connecticut
| – | -$452K | -21,650 | Closed |
|
|
ZCM
78
Zebra Capital Management
Stamford,
Connecticut
| – | -$216K | -10,355 | Closed |
|
79
AllianceBernstein
Nashville,
Tennessee
| – | -$202K | -9,700 | Closed |
|
|
NNP
80
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$9K | -416 | Closed |
|
ULH Hedge Fund Activity: Q4 2020 in Review
73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2020, worth a combined $135M — down 1.2% from $136M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ULH positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.07M. The largest seller was Penn Capital Management, exiting entirely with an estimated $1.84M sold.
- 73 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2020, up from 71 in Q3 2020.
- Funds reported $135M of Universal Logistics Holdings stock for Q4 2020, down 1.2% quarter-over-quarter.
- 10 funds opened new Universal Logistics Holdings positions in Q4 2020 and 7 closed out, a net change of +3 holders.
- The largest Universal Logistics Holdings buyer in Q4 2020 was Morgan Stanley, an estimated $2.07M added.
- The largest Universal Logistics Holdings seller in Q4 2020 was Penn Capital Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2020.