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Universal Logistics Holdings
ULH

Overview Fund Activity

88 hedge funds and large institutions have $193M invested in Universal Logistics Holdings in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$789K
3
NL
3
Nuveen LLC
North Carolina
$701K
4
American Century Companies
4
American Century Companies
Missouri
$6.53M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$1.29M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$2.48M
2
OAM
2
Oberweis Asset Management
Illinois
$0
3
RA
3
Royce & Associates
New York
$1.84M
4
Invesco
4
Invesco
Georgia
$366K
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
76
Bartlett & Co Wealth Management
Ohio
$896 34 +34 New
EWA
77
EverSource Wealth Advisors
Alabama
$813 31 +31 New
AAP
78
Arax Advisory Partners
Colorado
$788 30 -121 -80%
A
79
AlphaQuest
New York
$604 23 +23 New
CCM
80
Coldstream Capital Management
Washington
$578 22 +22 New
QCG
81
Quadrant Capital Group
Ohio
$499 19 +19 New
TWD
82
True Wealth Design
Ohio
$368 14 +14 New
FFA
83
Farther Finance Advisors
California
$314 12 -3 -20%
Osaic Holdings
84
Osaic Holdings
Arizona
$289 11 +7 +175%
RIL
85
Rothschild Investment LLC
Illinois
$131 5 – –
SS
86
SBI Securities
Japan
$52 2 – –
HNB
87
Huntington National Bank
Ohio
$26 1 -17 -94%
OAM
88
Oberweis Asset Management
Illinois
– – -70,500 Closed
BGIM
89
Brandywine Global Investment Management
Pennsylvania
– – -45,293 Closed
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
– – -37,746 Closed
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -7,856 Closed
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
– – -6,376 Closed
OSAM
93
O'Shaughnessy Asset Management
Connecticut
– – -4,895 Closed
Two Sigma Advisers
94
Two Sigma Advisers
New York
– – -4,800 Closed
XT
95
XTX Topco
Cayman Islands
– – -4,755 Closed
CAM
96
Columbia Asset Management
Michigan
– – -4,734 Closed
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
– – -4,453 Closed
CAL
98
Capital Advisors Ltd
Ohio
$0 16 -16 -50%
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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4