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Universal Logistics Holdings

52 hedge funds and large institutions have $124M invested in Universal Logistics Holdings in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

12% less funds holding

Funds holding: 5952 (-7)

29% less capital invested

Capital invested by funds: $175M → $124M (-$50.8M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
52
Holders Change
-7
Holders Change %
-11.86%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
21
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M +$9.9M +489,842 +36%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23M +$2.24M +111,025 +8%
RA
3
Royce & Associates
New York
$14.7M -$879K -43,500 -4%
GPGA
4
Grandeur Peak Global Advisors
Utah
$6.92M -$338K -16,725 -4%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$6.15M -$605K -29,916 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.94M +$157K +7,786 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.04M +$192K +9,514 +4%
JAM
8
Jupiter Asset Management
United Kingdom
$3.83M +$54.6K +2,700 +1%
BIT
9
BlackRock Institutional Trust
California
$3.4M +$13.5K +666 +0.3%
BFA
10
BlackRock Fund Advisors
California
$3.17M -$181K -8,933 -4%
Northern Trust
11
Northern Trust
Illinois
$3.01M +$172K +8,531 +5%
Wells Fargo
12
Wells Fargo
California
$2.97M -$29.7K -1,468 -0.8%
LSV Asset Management
13
LSV Asset Management
Illinois
$2.53M +$809K +40,046 +33%
WA
14
Wasatch Advisors
Utah
$2.2M -$972K -48,111 -25%
State Street
15
State Street
Massachusetts
$1.61M -$24.4K -1,207 -1%
ZIM
16
Zacks Investment Management
Illinois
$1.39M +$1.8M +89,306 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.19M -$150K -7,411 -9%
Bessemer Group
18
Bessemer Group
New Jersey
$1.17M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.04M +$3.27K +162 +0.2%
PMFA
20
Plante Moran Financial Advisors
Michigan
$818K
Morgan Stanley
21
Morgan Stanley
New York
$777K +$432K +21,381 +75%
JP Morgan Chase
22
JP Morgan Chase
New York
$708K +$11.4K +562 +1%
ZCM
23
Zebra Capital Management
Connecticut
$590K +$17.1K +844 +2%
TCIM
24
TIAA CREF Investment Management
New York
$555K
Norges Bank
25
Norges Bank
Norway
$463K

ULH Hedge Fund Activity: Q3 2015 in Review

52 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2015, worth a combined $124M — down 29% from $175M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ULH and 3 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Fidelity Investments, adding an estimated $9.9M. The largest seller was Newland Capital Management, exiting entirely with an estimated $6.11M sold.

  • 52 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2015, down from 59 in Q2 2015.
  • Funds reported $124M of Universal Logistics Holdings stock for Q3 2015, down 29% quarter-over-quarter.
  • 3 funds opened new Universal Logistics Holdings positions in Q3 2015 and 10 closed out, a net change of -7 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2015 was Fidelity Investments, an estimated $9.9M added.
  • The largest Universal Logistics Holdings seller in Q3 2015 was Newland Capital Management, an estimated $6.11M sold.

Based on aggregated 13F filings for Q3 2015.