Universal Logistics Holdings
ULH
80 hedge funds and large institutions have $175M invested in Universal Logistics Holdings in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 6 closing their positions.
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
34% more capital invested
Capital invested by funds: $130M → $175M (+$44.2M)
31% more funds holding
Funds holding: 61 → 80 (+19)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 24.18% → 24.18% (-0%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.31M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$976K |
| 4 |
LCM
Lafitte Capital Management
Austin,
Texas
|
+$900K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$804K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$4.1M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$3.04M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.94M |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$1.67M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | +$952 | +40 | New |
|
|
SAM
78
Scopus Asset Management
New York
| – | -$3.04M | -151,000 | Closed |
|
|
ICM
79
Invenomic Capital Management
Boston,
Massachusetts
| – | -$1.67M | -103,851 | Closed |
|
|
80
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$1.61M | -79,769 | Closed |
|
|
CIC
81
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$900K | -44,649 | Closed |
|
82
Citadel Advisors
Miami,
Florida
| – | -$768K | -38,141 | Closed |
|
83
Allspring Global Investments
Charlotte,
North Carolina
| – | -$35K | -1,780 | Closed |
|
|
HNB
84
Huntington National Bank
Columbus,
Ohio
| – | +$24 | +1 | New |
|
|
CS
85
Credit Suisse
Zurich,
Switzerland
| – | +$190 | +8 | New |
|
|
CAL
86
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$381 | +16 | New |
|
ULH Hedge Fund Activity: Q2 2022 in Review
80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2022, worth a combined $175M — up 34% from $130M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new ULH positions and 6 closed out — a net gain of 20 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $3.31M. The largest seller was Royce & Associates, cutting an estimated $4.1M.
- 80 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2022, up from 61 in Q1 2022.
- Funds reported $175M of Universal Logistics Holdings stock for Q2 2022, up 34% quarter-over-quarter.
- 26 funds opened new Universal Logistics Holdings positions in Q2 2022 and 6 closed out, a net change of +20 holders.
- The largest Universal Logistics Holdings buyer in Q2 2022 was Fidelity Investments, an estimated $3.31M added.
- The largest Universal Logistics Holdings seller in Q2 2022 was Royce & Associates, an estimated $4.1M sold.
Based on aggregated 13F filings for Q2 2022.