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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.4M |
| 2 |
Renaissance Technologies
New York
|
+$2.06M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.8M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$762K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$465K |
| 5 |
Millennium Management
New York
|
-$414K |
ULH Hedge Fund Activity: Q2 2018 in Review
71 of the 4,385 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.