Universal Logistics Holdings
ULH
94 hedge funds and large institutions have $177M invested in Universal Logistics Holdings in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $159M → $177M (+$18.1M)
8% more funds holding
Funds holding: 87 → 94 (+7)
1.14% less ownership
Funds ownership: 28.48% → 27.34% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.06M |
| 2 |
Millennium Management
New York
|
+$2.78M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.09M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.76M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$11.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$5.38M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$3.05M |
| 4 |
Renaissance Technologies
New York
|
-$2.16M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$45K | -2,300 | Closed |
|
102
SEI Investments
Oaks,
Pennsylvania
| – | -$33K | -1,684 | Closed |
|
|
PCM
103
Prelude Capital Management
New York
| – | -$13K | -684 | Closed |
|
104
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -31 | Closed |
|
ULH Hedge Fund Activity: Q2 2019 in Review
94 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2019, worth a combined $177M — up 11% from $159M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ULH positions and 10 closed out — a net gain of 9 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was BlackRock, adding an estimated $3.06M. The largest seller was Russell Investments Group, cutting an estimated $11.6M.
- 94 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2019, up from 87 in Q1 2019.
- Funds reported $177M of Universal Logistics Holdings stock for Q2 2019, up 11% quarter-over-quarter.
- 19 funds opened new Universal Logistics Holdings positions in Q2 2019 and 10 closed out, a net change of +9 holders.
- The largest Universal Logistics Holdings buyer in Q2 2019 was BlackRock, an estimated $3.06M added.
- The largest Universal Logistics Holdings seller in Q2 2019 was Russell Investments Group, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2019.