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Universal Logistics Holdings
ULH

71 hedge funds and large institutions have $198M invested in Universal Logistics Holdings in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

24% more capital invested

Capital invested by funds: $159M → $198M (+$38.7M)

15% more funds holding

Funds holding: 62 → 71 (+9)

0.03% more ownership

Funds ownership: 26.55% → 26.58% (+0.03%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.06M
3
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.39M
4
Bank of America
Bank of America
North Carolina
+$1.02M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$980K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.9M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.8M
3
LSV Asset Management
LSV Asset Management
Illinois
-$762K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$465K
5
Millennium Management
Millennium Management
New York
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.3M -$465K -19,619 -1%
BlackRock
2
BlackRock
New York
$26.8M +$10.4M +439,058 +76%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.4M -$16.9M -712,314 -52%
RA
4
Royce & Associates
New York
$17.4M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14M +$904K +38,095 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.98M +$242K +10,198 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.13M +$2.06M +86,650 +59%
Boston Partners
8
Boston Partners
Massachusetts
$5.47M +$608K +25,645 +14%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$4.5M +$801K +33,745 +24%
State Street
10
State Street
Massachusetts
$3.61M -$148K -6,251 -4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$3.3M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.97M +$383K +16,158 +17%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$2.96M -$4.8M -202,496 -64%
Northern Trust
14
Northern Trust
Illinois
$2.9M +$133K +5,592 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.32M -$5.69K -240 -0.3%
ZIM
16
Zacks Investment Management
Illinois
$2.1M – – –
MAM
17
Martingale Asset Management
Massachusetts
$1.89M -$102K -4,300 -6%
Millennium Management
18
Millennium Management
New York
$1.8M -$414K -17,429 -20%
Deutsche Bank
19
Deutsche Bank
Germany
$1.66M +$235K +9,897 +18%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$1.54M +$1.39M +58,500 New
Charles Schwab
21
Charles Schwab
California
$1.21M +$147K +6,188 +16%
Bank of America
22
Bank of America
North Carolina
$1.19M +$1.02M +42,840 +1,746%
Allianz Asset Management
23
Allianz Asset Management
Germany
$1.12M -$25.3K -1,065 -2%
OAM
24
Oxford Asset Management
United Kingdom
$1.08M +$714K +30,113 +264%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.08M +$980K +41,300 New
1
2 3

ULH Hedge Fund Activity: Q2 2018 in Review

71 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2018, worth a combined $198M — up 24% from $159M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ULH positions and 2 closed out — a net gain of 9 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $10.4M. The largest seller was Fidelity Investments, cutting an estimated $16.9M.

  • 71 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $198M of Universal Logistics Holdings stock for Q2 2018, up 24% quarter-over-quarter.
  • 11 funds opened new Universal Logistics Holdings positions in Q2 2018 and 2 closed out, a net change of +9 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2018 was BlackRock, an estimated $10.4M added.
  • The largest Universal Logistics Holdings seller in Q2 2018 was Fidelity Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2018.