Universal Logistics Holdings
ULH
55 hedge funds and large institutions have $130M invested in Universal Logistics Holdings in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.
27.97% more ownership
Funds ownership: 0% → 27.97% (+28%)
22% more capital invested
Capital invested by funds: $106M → $130M (+$23.6M)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
7% less funds holding
Funds holding: 59 → 55 (-4)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.53M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$512K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$477K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$319K |
| 5 |
JP Morgan Chase
New York
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.85M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$809K |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$511K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$419K |
| 5 |
Norges Bank
Oslo,
Norway
|
-$369K |
ULH Hedge Fund Activity: Q4 2016 in Review
55 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2016, worth a combined $130M — up 22% from $106M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ULH and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 16 added.
The largest buyer was Brandywine Global Investment Management, adding an estimated $2.53M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $1.85M sold.
- 55 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2016, down from 59 in Q3 2016.
- Funds reported $130M of Universal Logistics Holdings stock for Q4 2016, up 22% quarter-over-quarter.
- 6 funds opened new Universal Logistics Holdings positions in Q4 2016 and 9 closed out, a net change of -3 holders.
- The largest Universal Logistics Holdings buyer in Q4 2016 was Brandywine Global Investment Management, an estimated $2.53M added.
- The largest Universal Logistics Holdings seller in Q4 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $1.85M sold.
Based on aggregated 13F filings for Q4 2016.