Universal Logistics Holdings
ULH
96 hedge funds and large institutions have $202M invested in Universal Logistics Holdings in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
20% more funds holding
Funds holding: 80 → 96 (+16)
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
16% more capital invested
Capital invested by funds: $175M → $202M (+$27.6M)
0.07% more ownership
Funds ownership: 24.18% → 24.25% (+0.07%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.06M |
| 2 |
Millennium Management
New York
|
+$2.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.42M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$2.37M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.33M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.99M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.05M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$2.14M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -19 | Closed |
|
|
HNB
102
Huntington National Bank
Columbus,
Ohio
| – | +$627 | +19 | +1,900% |
|
ULH Hedge Fund Activity: Q3 2022 in Review
96 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2022, worth a combined $202M — up 16% from $175M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ULH positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.06M. The largest seller was BlackRock, cutting an estimated $7.33M.
- 96 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2022, up from 80 in Q2 2022.
- Funds reported $202M of Universal Logistics Holdings stock for Q3 2022, up 16% quarter-over-quarter.
- 22 funds opened new Universal Logistics Holdings positions in Q3 2022 and 6 closed out, a net change of +16 holders.
- The largest Universal Logistics Holdings buyer in Q3 2022 was Vanguard Group, an estimated $3.06M added.
- The largest Universal Logistics Holdings seller in Q3 2022 was BlackRock, an estimated $7.33M sold.
Based on aggregated 13F filings for Q3 2022.