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Universal Logistics Holdings

96 hedge funds and large institutions have $202M invested in Universal Logistics Holdings in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

20% more funds holding

Funds holding: 8096 (+16)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $175M → $202M (+$27.6M)

0.07% more ownership

Funds ownership: 24.18%24.25% (+0.07%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
33
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$35K +$165 +5 +0.5%
Legal & General Group
77
Legal & General Group
United Kingdom
$23K +$3.83K +116 +19%
ADL
78
Asset Dedication LLC
California
$22K
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$19K -$3.3K -100 -14%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$19K +$1.52K +46 +9%
TRCT
81
Tower Research Capital (TRC)
New York
$16K +$132 +4 +0.8%
AIP
82
Ameritas Investment Partners
Nebraska
$15K
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$14.3K
Osaic Holdings
84
Osaic Holdings
Arizona
$13K -$69.1K -2,093 -84%
Barclays
85
Barclays
United Kingdom
$10K -$1.98K -60 -16%
C
86
Covestor
United Kingdom
$8K -$627 -19 -7%
HMS
87
Hanseatic Management Services
New Mexico
$7K
TWA
88
TCI Wealth Advisors
Arizona
$7K
US Bancorp
89
US Bancorp
Minnesota
$3K
PA
90
Parallel Advisors
California
$2K +$1.82K +55 New
CAL
91
Capital Advisors Ltd
Ohio
$1K
QCG
92
Quadrant Capital Group
Ohio
$1K
EWA
93
EverSource Wealth Advisors
Alabama
$1K +$892 +27 New
CS
94
Credit Suisse
Switzerland
$1K +$1.02K +31 +388%
RCM
95
Raleigh Capital Management
North Carolina
$1K +$1.22K +37 New
LCM
96
Lafitte Capital Management
Texas
-$3.69M -135,133 Closed
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
-$3.05M -111,654 Closed
E
98
Ergoteles
New York
-$303K -11,094 Closed
ZCM
99
Zebra Capital Management
Connecticut
-$296K -10,870 Closed
HF
100
HRT Financial
New York
-$241K -8,851 Closed

ULH Hedge Fund Activity: Q3 2022 in Review

96 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2022, worth a combined $202M — up 16% from $175M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ULH positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.06M. The largest seller was BlackRock, cutting an estimated $7.33M.

  • 96 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $202M of Universal Logistics Holdings stock for Q3 2022, up 16% quarter-over-quarter.
  • 22 funds opened new Universal Logistics Holdings positions in Q3 2022 and 6 closed out, a net change of +16 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2022 was Vanguard Group, an estimated $3.06M added.
  • The largest Universal Logistics Holdings seller in Q3 2022 was BlackRock, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2022.