Universal Logistics Holdings
ULH
65 hedge funds and large institutions have $199M invested in Universal Logistics Holdings in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
8% more funds holding
Funds holding: 60 → 65 (+5)
6% more capital invested
Capital invested by funds: $189M → $199M (+$10.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12.5M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$11.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.56M |
| 4 |
NCM
Newland Capital Management
New York
|
+$3.23M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.46M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$530K |
| 3 |
Renaissance Technologies
New York
|
-$516K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$431K |
| 5 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$429K |
ULH Hedge Fund Activity: Q2 2014 in Review
65 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2014, worth a combined $199M — up 5.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ULH positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $12.5M. The largest seller was Fidelity Investments, cutting an estimated $2.46M.
- 65 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2014, up from 60 in Q1 2014.
- Funds reported $199M of Universal Logistics Holdings stock for Q2 2014, up 5.5% quarter-over-quarter.
- 13 funds opened new Universal Logistics Holdings positions in Q2 2014 and 7 closed out, a net change of +6 holders.
- The largest Universal Logistics Holdings buyer in Q2 2014 was Bank of Montreal, an estimated $12.5M added.
- The largest Universal Logistics Holdings seller in Q2 2014 was Fidelity Investments, an estimated $2.46M sold.
Based on aggregated 13F filings for Q2 2014.