Universal Logistics Holdings
ULH
63 hedge funds and large institutions have $232M invested in Universal Logistics Holdings in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $193M → $232M (+$38.3M)
13% more funds holding
Funds holding: 56 → 63 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
29% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.49M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.1M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$941K |
| 4 |
NCM
Newland Capital Management
New York
|
+$876K |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$839K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.22M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$552K |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$404K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$403K |
| 5 |
Morgan Stanley
New York
|
-$382K |
ULH Hedge Fund Activity: Q4 2014 in Review
63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2014, worth a combined $232M — up 20% from $193M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ULH positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 24 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.49M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.22M.
- 63 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2014, up from 56 in Q3 2014.
- Funds reported $232M of Universal Logistics Holdings stock for Q4 2014, up 20% quarter-over-quarter.
- 11 funds opened new Universal Logistics Holdings positions in Q4 2014 and 4 closed out, a net change of +7 holders.
- The largest Universal Logistics Holdings buyer in Q4 2014 was Fidelity Investments, an estimated $2.49M added.
- The largest Universal Logistics Holdings seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $3.22M sold.
Based on aggregated 13F filings for Q4 2014.