Universal Logistics Holdings
ULH
87 hedge funds and large institutions have $148M invested in Universal Logistics Holdings in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 23 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 26
1.74% more ownership
Funds ownership: 27.09% → 28.83% (+1.7%)
18% less funds holding
Funds holding: 106 → 87 (-19)
48% less capital invested
Capital invested by funds: $283M → $148M (-$135M)
78% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$8.12M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$5.56M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.88M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.77M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.57M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.16M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.16M |
| 4 |
BlackRock
New York
|
-$2.04M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Goldman Sachs
New York
| – | -$254K | -6,895 | Closed |
|
102
AllianceBernstein
Nashville,
Tennessee
| – | -$236K | -6,410 | Closed |
|
|
PTC
103
Petrus Trust Company
Dallas,
Texas
| – | -$229K | -6,226 | Closed |
|
|
II
104
Ibex Investors
Denver,
Colorado
| – | -$209K | -5,689 | Closed |
|
105
Barclays
London,
United Kingdom
| – | -$185K | -5,036 | Closed |
|
|
MIM
106
MetLife Investment Management
Whippany,
New Jersey
| – | -$148K | -4,017 | Closed |
|
107
Walleye Trading
New York
| – | -$140K | -3,800 | Closed |
|
|
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$107K | -2,904 | Closed |
|
109
Acadian Asset Management
Boston,
Massachusetts
| – | -$103K | -2,819 | Closed |
|
110
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -186 | Closed |
|
ULH Hedge Fund Activity: Q4 2018 in Review
87 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2018, worth a combined $148M — down 48% from $283M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ULH and 5 opened new positions — a net loss of 18 holders — while 26 trimmed existing stakes and 42 added.
The largest buyer was Russell Investments Group, adding an estimated $8.12M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.57M.
- 87 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2018, down from 106 in Q3 2018.
- Funds reported $148M of Universal Logistics Holdings stock for Q4 2018, down 48% quarter-over-quarter.
- 5 funds opened new Universal Logistics Holdings positions in Q4 2018 and 23 closed out, a net change of -18 holders.
- The largest Universal Logistics Holdings buyer in Q4 2018 was Russell Investments Group, an estimated $8.12M added.
- The largest Universal Logistics Holdings seller in Q4 2018 was T. Rowe Price Associates, an estimated $4.57M sold.
Based on aggregated 13F filings for Q4 2018.