Universal Logistics Holdings
ULH
49 hedge funds and large institutions have $161M invested in Universal Logistics Holdings in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
35% more capital invested
Capital invested by funds: $120M → $161M (+$41.6M)
2% more funds holding
Funds holding: 48 → 49 (+1)
0.32% less ownership
Funds ownership: 28.06% → 27.74% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.88M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$1.38M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.01M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$371K |
| 5 |
BlackRock
New York
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$5.71M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$654K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$589K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$118K |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$37.9K |
ULH Hedge Fund Activity: Q3 2017 in Review
49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2017, worth a combined $161M — up 35% from $120M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ULH positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.88M. The largest seller was Grandeur Peak Global Advisors, exiting entirely with an estimated $5.71M sold.
- 49 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2017, up from 48 in Q2 2017.
- Funds reported $161M of Universal Logistics Holdings stock for Q3 2017, up 35% quarter-over-quarter.
- 3 funds opened new Universal Logistics Holdings positions in Q3 2017 and 2 closed out, a net change of +1 holder.
- The largest Universal Logistics Holdings buyer in Q3 2017 was Vanguard Group, an estimated $2.88M added.
- The largest Universal Logistics Holdings seller in Q3 2017 was Grandeur Peak Global Advisors, an estimated $5.71M sold.
Based on aggregated 13F filings for Q3 2017.