Universal Logistics Holdings
ULH
60 hedge funds and large institutions have $189M invested in Universal Logistics Holdings in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.
16% more capital inflows, than outflows
Capital inflows: $21.3M | Capital outflows: $18.4M
0.41% more ownership
Funds ownership: 21.29% → 21.7% (+0.41%)
0% more funds holding
Funds holding: 60 → 60 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jupiter Asset Management
London,
United Kingdom
|
+$5.85M |
| 2 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.75M |
| 3 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.08M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.22M |
| 5 |
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F&C Asset Management
Edinburgh, Scotland,
United Kingdom
|
-$5.61M |
| 2 |
ACK Asset Management
Greenwich,
Connecticut
|
-$5.21M |
| 3 |
Royce & Associates
New York
|
-$2.04M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$893K |
| 5 |
Morgan Stanley
New York
|
-$632K |
ULH Hedge Fund Activity: Q1 2014 in Review
60 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2014, worth a combined $189M — down 3.5% from $196M a quarter earlier.
Fund positioning in ULH was balanced in Q1 2014: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 24 trimmed.
The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $5.85M. The largest seller was F&C Asset Management, cutting an estimated $5.61M.
- 60 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $189M of Universal Logistics Holdings stock for Q1 2014, down 3.5% quarter-over-quarter.
- 8 funds opened new Universal Logistics Holdings positions in Q1 2014 and 8 closed out, a net change of 0 holders.
- The largest Universal Logistics Holdings buyer in Q1 2014 was Jupiter Asset Management, an estimated $5.85M added.
- The largest Universal Logistics Holdings seller in Q1 2014 was F&C Asset Management, an estimated $5.61M sold.
Based on aggregated 13F filings for Q1 2014.