Universal Logistics Holdings
ULH
81 hedge funds and large institutions have $178M invested in Universal Logistics Holdings in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
32% more capital invested
Capital invested by funds: $135M → $178M (+$42.9M)
11% more funds holding
Funds holding: 73 → 81 (+8)
0.78% more ownership
Funds ownership: 24.33% → 25.11% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.52M |
| 2 |
LCM
Lafitte Capital Management
Austin,
Texas
|
+$3.06M |
| 3 |
Morgan Stanley
New York
|
+$3.03M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$3.02M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$4.38M |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
-$1.58M |
| 3 |
BlackRock
New York
|
-$1.32M |
| 4 |
RA
Royce & Associates
New York
|
-$1.2M |
| 5 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| $12K | – | – | – |
|
77
Osaic Holdings
Scottsdale,
Arizona
| $4K | +$24 | +1 | +0.7% |
|
|
CCMW
78
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $3K | – | – | – |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | +$2.06K | +86 | New |
|
|
WCM
80
Wealthcare Capital Management
Richmond,
Virginia
| $2K | +$2.23K | +93 | New |
|
|
AIG
81
American International Group
New York
| $118 | +$264 | +11 | +0.2% |
|
|
EVC
82
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$888K | -43,000 | Closed |
|
|
ZIM
83
Zacks Investment Management
Chicago,
Illinois
| – | -$541K | -26,268 | Closed |
|
84
Squarepoint
New York
| – | -$362K | -17,583 | Closed |
|
85
Man Group
London,
United Kingdom
| – | -$328K | -15,954 | Closed |
|
|
DWA
86
Dorsey Wright & Associates
Pasadena,
California
| – | -$12K | -560 | Closed |
|
ULH Hedge Fund Activity: Q1 2021 in Review
81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2021, worth a combined $178M — up 32% from $135M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ULH positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 37 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $3.52M. The largest seller was Russell Investments Group, cutting an estimated $4.38M.
- 81 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2021, up from 73 in Q4 2020.
- Funds reported $178M of Universal Logistics Holdings stock for Q1 2021, up 32% quarter-over-quarter.
- 13 funds opened new Universal Logistics Holdings positions in Q1 2021 and 5 closed out, a net change of +8 holders.
- The largest Universal Logistics Holdings buyer in Q1 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $3.52M added.
- The largest Universal Logistics Holdings seller in Q1 2021 was Russell Investments Group, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2021.