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Universal Logistics Holdings
ULH

Overview Fund Activity

89 hedge funds and large institutions have $278M invested in Universal Logistics Holdings in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.19M
2
OAM
2
Oberweis Asset Management
Illinois
$2.52M
3
American Century Companies
3
American Century Companies
Missouri
$6.93M
4
Victory Capital Management
4
Victory Capital Management
Texas
$1.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.36M

Top Sellers

1
SAM
1
Scopus Asset Management
New York
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$609K
3
LSV Asset Management
3
LSV Asset Management
Illinois
$15.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$98.9M
5
RA
5
Royce & Associates
New York
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
W
76
WealthCollab
Washington
$13.6K 336 – –
AB
77
Amalgamated Bank
New York
$11K 264 – –
HIIFS
78
Harel Insurance Investments & Financial Services
Israel
$11K 281 +10 +4%
AAP
79
Arax Advisory Partners
Colorado
$6.13K 151 +151 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$6K 159 +7 +5%
NC
81
nVerses Capital
Florida
$4.06K 100 +100 New
QL
82
Quarry LP
New York
$2.19K 54 +54 New
C
83
Covestor
United Kingdom
$2K 37 +3 +9%
CAL
84
Capital Advisors Ltd
Ohio
$1K 32 – –
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$977 24 +19 +380%
FFA
86
Farther Finance Advisors
California
$607 15 – –
GI
87
GAMMA Investing
California
$446 11 +11 New
RIL
88
Rothschild Investment LLC
Illinois
$203 5 +5 New
HNB
89
Huntington National Bank
Ohio
$41 1 – –
SAM
90
Scopus Asset Management
New York
– – -75,500 Closed
SCP
91
Seizert Capital Partners
Michigan
– – -12,214 Closed
ETC
92
Exchange Traded Concepts
Oklahoma
– – -10,126 Closed
AIG
93
American International Group
New York
– – -3,343 Closed
CFM
94
Catalyst Funds Management
Australia
– – -500 Closed
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
– – -451 Closed
GRP
96
Global Retirement Partners
California
– – -5 Closed
AWM
97
Avior Wealth Management
Nebraska
– – -1 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4