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Universal Logistics Holdings

56 hedge funds and large institutions have $193M invested in Universal Logistics Holdings in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

3% less capital invested

Capital invested by funds: $199M → $193M (-$5.94M)

14% less funds holding

Funds holding: 6556 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
56
Holders Change
-9
Holders Change %
-13.85%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
2
Increased
23
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$35.5M +$1.06M +43,000 +3%
RA
2
Royce & Associates
New York
$25.5M +$859K +35,000 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.9M -$97.4K -3,966 -0.6%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$14.4M -$1.79M -72,827 -11%
GPGA
5
Grandeur Peak Global Advisors
Utah
$13.2M +$565K +23,000 +4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$12.5M +$517K +21,066 +4%
NCM
7
Newland Capital Management
New York
$8.33M +$5.3M +215,725 +169%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$8.11M -$258K -10,495 -3%
JAM
9
Jupiter Asset Management
United Kingdom
$5.92M +$78.6K +3,200 +1%
WA
10
Wasatch Advisors
Utah
$5.9M -$153K -6,220 -2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$5.76M +$222K +9,035 +4%
BIT
12
BlackRock Institutional Trust
California
$5.09M -$47.7K -1,944 -0.9%
Wells Fargo
13
Wells Fargo
California
$4.86M +$4.87M +198,241 +10,073%
Northern Trust
14
Northern Trust
Illinois
$4.32M +$318K +12,973 +8%
B
15
Baird
Wisconsin
$4.05M +$41.7K +1,697 +1%
BFA
16
BlackRock Fund Advisors
California
$3.38M -$143K -5,817 -4%
State Street
17
State Street
Massachusetts
$2.35M -$18.5K -755 -0.8%
MSA
18
Mason Street Advisors
Wisconsin
$2.34M +$366K +14,900 +18%
Morgan Stanley
19
Morgan Stanley
New York
$1.85M -$21.3K -867 -1%
Norges Bank
20
Norges Bank
Norway
$1.71M -$1.73M -70,298 -50%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.45M -$29.9K -1,217 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.29M -$31.9K -1,300 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.07M +$19.2K +783 +2%
ZCM
24
Zebra Capital Management
Connecticut
$1.05M +$38.9K +1,584 +4%
TCIM
25
TIAA CREF Investment Management
New York
$843K -$34.4K -1,400 -4%

ULH Hedge Fund Activity: Q3 2014 in Review

56 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2014, worth a combined $193M — down 3% from $199M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ULH and 2 opened new positions — a net loss of 9 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Newland Capital Management, adding an estimated $5.3M. The largest seller was Wall Street Associates, exiting entirely with an estimated $3.09M sold.

  • 56 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2014, down from 65 in Q2 2014.
  • Funds reported $193M of Universal Logistics Holdings stock for Q3 2014, down 3% quarter-over-quarter.
  • 2 funds opened new Universal Logistics Holdings positions in Q3 2014 and 11 closed out, a net change of -9 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2014 was Newland Capital Management, an estimated $5.3M added.
  • The largest Universal Logistics Holdings seller in Q3 2014 was Wall Street Associates, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2014.