Universal Logistics Holdings
ULH
106 hedge funds and large institutions have $283M invested in Universal Logistics Holdings in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.
583% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 6
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
49% more funds holding
Funds holding: 71 → 106 (+35)
43% more capital invested
Capital invested by funds: $198M → $283M (+$85M)
0.51% more ownership
Funds ownership: 26.58% → 27.09% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.46M |
| 2 |
BlackRock
New York
|
+$4.93M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.44M |
| 4 |
Renaissance Technologies
New York
|
+$3.75M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.56M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$5.23M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.87M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCMW
101
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $11K | +$9.96K | +300 | New |
|
102
BNP Paribas Financial Markets
Paris,
France
| $10.7K | -$233 | -7 | -2% |
|
|
DA
103
Denali Advisors
San Diego,
California
| $9K | +$1.86K | +56 | +28% |
|
104
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$4.35K | +131 | +238% |
|
|
PCM
105
Prelude Capital Management
New York
| $7K | +$6.54K | +197 | New |
|
|
FGAM
106
Financial Gravity Asset Management
Lakeway,
Texas
| $5K | +$6.64K | +200 | New |
|
|
DRZID
107
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| – | -$2.96M | -112,852 | Closed |
|
108
Axa
Paris,
France
| – | -$453K | -17,263 | Closed |
|
|
SIM
109
Spark Investment Management
New York
| – | -$231K | -8,800 | Closed |
|
110
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$200K | -7,582 | Closed |
|
|
HSA
111
Hussman Strategic Advisors
Ellicott City,
Maryland
| – | -$79K | -3,000 | Closed |
|
|
PIA
112
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$4K | -144 | Closed |
|
ULH Hedge Fund Activity: Q3 2018 in Review
106 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2018, worth a combined $283M — up 43% from $198M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ULH positions and 6 closed out — a net gain of 35 holders — while 32 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Fidelity Investments, cutting an estimated $21M.
- 106 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2018, up from 71 in Q2 2018.
- Funds reported $283M of Universal Logistics Holdings stock for Q3 2018, up 43% quarter-over-quarter.
- 41 funds opened new Universal Logistics Holdings positions in Q3 2018 and 6 closed out, a net change of +35 holders.
- The largest Universal Logistics Holdings buyer in Q3 2018 was Morgan Stanley, an estimated $5.46M added.
- The largest Universal Logistics Holdings seller in Q3 2018 was Fidelity Investments, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2018.