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Universal Logistics Holdings
ULH

111 hedge funds and large institutions have $185M invested in Universal Logistics Holdings in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

16% more funds holding

Funds holding: 96 → 111 (+15)

0.31% less ownership

Funds ownership: 24.25% → 23.94% (-0.31%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

8% less capital invested

Capital invested by funds: $202M → $185M (-$16.7M)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
32
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.44M
2
Norges Bank
Norges Bank
Norway
+$1.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.48M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$1.02M
5
American Century Companies
American Century Companies
Missouri
+$998K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.41M
2
RA
Royce & Associates
New York
-$2.71M
3
Millennium Management
Millennium Management
New York
-$1.5M
4
LSV Asset Management
LSV Asset Management
Illinois
-$1.32M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$1.34K – – –
HNB
102
Huntington National Bank
Ohio
$1.07K +$420 +12 +60%
CAL
103
Capital Advisors Ltd
Ohio
$1K – – –
EWA
104
EverSource Wealth Advisors
Alabama
$903 – – –
AWM
105
Accurate Wealth Management
Florida
$870 +$875 +25 New
ASN
106
Advisory Services Network
Georgia
$535 +$560 +16 New
BAAM
107
Baker Avenue Asset Management
California
$234 +$245 +7 New
NA
108
NewEdge Advisors
Louisiana
$179 +$188K +5,361 New
S
109
SignatureFD
Georgia
$167 +$175 +5 New
Two Sigma Investments
110
Two Sigma Investments
New York
– -$707K -22,292 Closed
Walleye Capital
111
Walleye Capital
New York
– -$656K -20,695 Closed
QC
112
Quadrature Capital
United Kingdom
– -$649K -20,464 Closed
AG
113
Algert Global
California
– -$400K -12,620 Closed
EGM
114
Engineers Gate Manager
New York
– -$391K -12,341 Closed
LPL Financial
115
LPL Financial
California
– -$328K -10,327 Closed
Boston Partners
116
Boston Partners
Massachusetts
– -$228K -7,200 Closed
DFCM
117
Dark Forest Capital Management
Puerto Rico
– -$99K -3,109 Closed
QT
118
Quantbot Technologies
New York
– -$66K -2,101 Closed
PA
119
Parallel Advisors
California
– -$2K -55 Closed
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
– +$350 +10 New
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
– +$840 +24 New
1 2 3 4
5

ULH Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2022, worth a combined $185M — down 8.3% from $202M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ULH positions and 10 closed out — a net gain of 15 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.44M. The largest seller was BlackRock, cutting an estimated $3.41M.

  • 111 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $185M of Universal Logistics Holdings stock for Q4 2022, down 8.3% quarter-over-quarter.
  • 25 funds opened new Universal Logistics Holdings positions in Q4 2022 and 10 closed out, a net change of +15 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2022 was Fidelity Investments, an estimated $2.44M added.
  • The largest Universal Logistics Holdings seller in Q4 2022 was BlackRock, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2022.