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Universal Logistics Holdings
ULH

106 hedge funds and large institutions have $283M invested in Universal Logistics Holdings in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

49% more funds holding

Funds holding: 71 → 106 (+35)

43% more capital invested

Capital invested by funds: $198M → $283M (+$85M)

0.51% more ownership

Funds ownership: 26.58% → 27.09% (+0.51%)

Holders
106
Holders Change
+35
Holders Change %
+49.3%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.46M
2
BlackRock
BlackRock
New York
+$4.93M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.44M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.75M
5
TCIM
TIAA CREF Investment Management
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.56M
3
Boston Partners
Boston Partners
Massachusetts
-$5.23M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.87M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$64.4M -$5.56M -167,261 -9%
BlackRock
2
BlackRock
New York
$43M +$4.93M +148,462 +15%
RA
3
Royce & Associates
New York
$24.3M -$45.5K -1,370 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.7M +$1.04M +31,348 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.1M +$482K +14,525 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$12.8M +$3.75M +112,930 +48%
Morgan Stanley
7
Morgan Stanley
New York
$7.54M +$5.46M +164,361 +405%
State Street
8
State Street
Massachusetts
$5.26M +$180K +5,429 +4%
Federated Hermes
9
Federated Hermes
Pennsylvania
$4.93M +$4.44M +133,622 +58,097%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$4.63M – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.42M +$228K +6,863 +6%
Northern Trust
12
Northern Trust
Illinois
$4.06M -$12.2K -367 -0.3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$4.05M +$2.28M +68,716 +166%
TCIM
14
TIAA CREF Investment Management
New York
$3.6M +$2.33M +70,088 +252%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.3M +$37K +1,115 +1%
ZIM
16
Zacks Investment Management
Illinois
$2.95M – – –
Bank of America
17
Bank of America
North Carolina
$2.46M +$713K +21,479 +47%
ACM
18
Argent Capital Management
Missouri
$2.42M +$1.17M +35,369 +116%
OAM
19
Oxford Asset Management
United Kingdom
$2.39M +$790K +23,770 +57%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.39M +$2.16M +64,906 New
DCM
21
Driehaus Capital Management
Illinois
$2.16M +$1.95M +58,666 New
JIR
22
James Investment Research
Ohio
$2.16M +$1.95M +58,620 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$2.11M +$481K +14,480 +34%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$2.08M -$66.4K -2,000 -3%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.03M -$3.87M -116,500 -68%
1
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ULH Hedge Fund Activity: Q3 2018 in Review

106 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2018, worth a combined $283M — up 43% from $198M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ULH positions and 6 closed out — a net gain of 35 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Fidelity Investments, cutting an estimated $21M.

  • 106 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2018, up from 71 in Q2 2018.
  • Funds reported $283M of Universal Logistics Holdings stock for Q3 2018, up 43% quarter-over-quarter.
  • 41 funds opened new Universal Logistics Holdings positions in Q3 2018 and 6 closed out, a net change of +35 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2018 was Morgan Stanley, an estimated $5.46M added.
  • The largest Universal Logistics Holdings seller in Q3 2018 was Fidelity Investments, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2018.