Universal Logistics Holdings
ULH
63 hedge funds and large institutions have $125M invested in Universal Logistics Holdings in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 17 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
0.71% more ownership
Funds ownership: 23.87% → 24.57% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $129M → $125M (-$4.24M)
13% less funds holding
Funds holding: 72 → 63 (-9)
53% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.04M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$2.65M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.96M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$913K |
| 5 |
LCM
Lafitte Capital Management
Austin,
Texas
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.5M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.26M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$946K |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$761K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$672K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$54K | -2,686 | Closed |
|
77
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$31K | -1,521 | Closed |
|
|
HIIFS
78
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$24K | -1,178 | Closed |
|
79
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$12K | -600 | Closed |
|
ULH Hedge Fund Activity: Q4 2021 in Review
63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2021, worth a combined $125M — down 3.3% from $129M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of ULH and 8 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 28 added.
The largest buyer was Fidelity Investments, adding an estimated $7.04M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $3.5M sold.
- 63 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2021, down from 72 in Q3 2021.
- Funds reported $125M of Universal Logistics Holdings stock for Q4 2021, down 3.3% quarter-over-quarter.
- 8 funds opened new Universal Logistics Holdings positions in Q4 2021 and 17 closed out, a net change of -9 holders.
- The largest Universal Logistics Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $7.04M added.
- The largest Universal Logistics Holdings seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $3.5M sold.
Based on aggregated 13F filings for Q4 2021.