Universal Logistics Holdings
ULH
67 hedge funds and large institutions have $169M invested in Universal Logistics Holdings in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $128M → $169M (+$41.5M)
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
12% more funds holding
Funds holding: 60 → 67 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$7.73M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.02M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$6.24M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.04M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.32M |
| 2 |
Goldman Sachs
New York
|
-$675K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$475K |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$460K |
| 5 |
SIM
Spark Investment Management
New York
|
-$233K |
ULH Hedge Fund Activity: Q3 2013 in Review
67 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2013, worth a combined $169M — up 32% from $128M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ULH positions and 3 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Grandeur Peak Global Advisors, adding an estimated $7.73M. The largest seller was Royce & Associates, cutting an estimated $1.32M.
- 67 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2013, up from 60 in Q2 2013.
- Funds reported $169M of Universal Logistics Holdings stock for Q3 2013, up 32% quarter-over-quarter.
- 10 funds opened new Universal Logistics Holdings positions in Q3 2013 and 3 closed out, a net change of +7 holders.
- The largest Universal Logistics Holdings buyer in Q3 2013 was Grandeur Peak Global Advisors, an estimated $7.73M added.
- The largest Universal Logistics Holdings seller in Q3 2013 was Royce & Associates, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2013.