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Universal Logistics Holdings
ULH

Overview Fund Activity

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.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
17
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.4M
2
WA
2
Wasatch Advisors
Utah
$8.13M
3
RHJA
3
Rice Hall James & Associates
California
$1.01M
4
NCM
4
Newland Capital Management
New York
$10.7M
5
DCM
5
Driehaus Capital Management
Illinois
$901K

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$13.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$14.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$41.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.76M
5
CIC
5
Cornercap Investment Counsel
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$41.3M 1,448,513 -15,200 -1%
RA
2
Royce & Associates
New York
$29.9M 1,049,900 – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.4M 751,389 +93,800 +14%
GPGA
4
Grandeur Peak Global Advisors
Utah
$15.5M 545,164 +2,150 +0.4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$14.1M 494,902 -20,813 -4%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$13.5M 473,895 -121,397 -20%
NCM
7
Newland Capital Management
New York
$10.7M 376,516 +33,022 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.1M 354,725 +20,144 +6%
WA
9
Wasatch Advisors
Utah
$8.13M 284,993 +41,633 +17%
JAM
10
Jupiter Asset Management
United Kingdom
$6.94M 243,259 -700 -0.3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$6.78M 237,678 +302 +0.1%
BIT
12
BlackRock Institutional Trust
California
$5.94M 208,199 -1,558 -0.7%
Wells Fargo
13
Wells Fargo
California
$5.68M 199,211 -998 -0.5%
Northern Trust
14
Northern Trust
Illinois
$5.08M 178,048 -63 -0%
B
15
Baird
Wisconsin
$4.74M 166,161 -760 -0.5%
BFA
16
BlackRock Fund Advisors
California
$4.64M 162,797 +23,557 +17%
State Street
17
State Street
Massachusetts
$2.82M 98,859 +1,796 +2%
MSA
18
Mason Street Advisors
Wisconsin
$2.75M 96,594 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.06M 72,312 +12,406 +21%
Norges Bank
20
Norges Bank
Norway
$2M 70,298 – –
Morgan Stanley
21
Morgan Stanley
New York
$1.76M 61,870 -14,386 -19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.46M 51,254 -1,996 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.36M 47,631 +3,498 +8%
ZCM
24
Zebra Capital Management
Connecticut
$1.25M 43,886 +710 +2%
RHJA
25
Rice Hall James & Associates
California
$1.01M 35,472 +35,472 New
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