We are live on ! Find out more
ULH icon

Universal Logistics Holdings
ULH

79 hedge funds and large institutions have $191M invested in Universal Logistics Holdings in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $170M → $191M (+$21M)

0.25% more ownership

Funds ownership: 25.62% → 25.87% (+0.25%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

7% less funds holding

Funds holding: 85 → 79 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.36M
2
Morgan Stanley
Morgan Stanley
New York
+$1.77M
3
BlackRock
BlackRock
New York
+$723K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$417K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$319K

Top Sellers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
-$1.73M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.06M
3
SAM
Scopus Asset Management
New York
-$995K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$794K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
76
Farther Finance Advisors
California
$701 +$622 +25 New
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$140 -$124 -5 -50%
HNB
78
Huntington National Bank
Ohio
$28 – – –
UIC
79
Uniplan Investment Counsel
Wisconsin
– -$1.73M -70,120 Closed
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
– -$1.06M -41,945 Closed
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
– -$794K -31,540 Closed
Axa
82
Axa
France
– -$524K -20,800 Closed
OSAM
83
O'Shaughnessy Asset Management
Connecticut
– -$296K -11,749 Closed
Millennium Management
84
Millennium Management
New York
– -$229K -9,083 Closed
AllianceBernstein
85
AllianceBernstein
Tennessee
– -$206K -8,170 Closed
Allspring Global Investments
86
Allspring Global Investments
North Carolina
– -$65.8K -2,614 Closed
SOW
87
State of Wyoming
Wyoming
– -$30.9K -1,229 Closed
Amundi
88
Amundi
France
– -$17.7K -701 Closed
Comerica Bank
89
Comerica Bank
Texas
– -$3.52K -140 Closed
ACM
90
Aquatic Capital Management
Illinois
– -$3K -100 Closed
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
– -$1.03K -41 Closed
1 2 3
4

ULH Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2023, worth a combined $191M — up 12% from $170M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ULH and 7 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 28 added.

The largest buyer was Fidelity Investments, adding an estimated $4.36M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $1.73M sold.

  • 79 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2023, down from 85 in Q3 2023.
  • Funds reported $191M of Universal Logistics Holdings stock for Q4 2023, up 12% quarter-over-quarter.
  • 7 funds opened new Universal Logistics Holdings positions in Q4 2023 and 13 closed out, a net change of -6 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2023 was Fidelity Investments, an estimated $4.36M added.
  • The largest Universal Logistics Holdings seller in Q4 2023 was Uniplan Investment Counsel, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2023.