Universal Logistics Holdings
ULH
59 hedge funds and large institutions have $106M invested in Universal Logistics Holdings in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $104M → $106M (+$2.44M)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.07M |
| 2 |
Morgan Stanley
New York
|
+$163K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$150K |
| 4 |
Renaissance Technologies
New York
|
+$144K |
| 5 |
Bank of New York Mellon
New York
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.63M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$990K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$405K |
| 4 |
RA
Royce & Associates
New York
|
-$162K |
| 5 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
-$75.1K |
ULH Hedge Fund Activity: Q3 2016 in Review
59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2016, worth a combined $106M — up 2.3% from $104M a quarter earlier.
Fund positioning in ULH was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 21 added to existing stakes and 13 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.07M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $1.63M.
- 59 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $106M of Universal Logistics Holdings stock for Q3 2016, up 2.3% quarter-over-quarter.
- 4 funds opened new Universal Logistics Holdings positions in Q3 2016 and 4 closed out, a net change of 0 holders.
- The largest Universal Logistics Holdings buyer in Q3 2016 was T. Rowe Price Associates, an estimated $1.07M added.
- The largest Universal Logistics Holdings seller in Q3 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2016.