Universal Logistics Holdings
ULH
87 hedge funds and large institutions have $159M invested in Universal Logistics Holdings in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $148M → $159M (+$11.1M)
0% more funds holding
Funds holding: 87 → 87 (0)
0.35% less ownership
Funds ownership: 28.83% → 28.48% (-0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$2.98M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$1.56M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$735K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.99M |
| 2 |
Renaissance Technologies
New York
|
-$3.38M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.61M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$884K |
| 5 |
JP Morgan Chase
New York
|
-$838K |
ULH Hedge Fund Activity: Q1 2019 in Review
87 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2019, worth a combined $159M — up 7.5% from $148M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ULH positions and 10 closed out — a net gain of 1 holder — while 31 added to existing stakes and 28 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $3.99M.
- 87 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $159M of Universal Logistics Holdings stock for Q1 2019, up 7.5% quarter-over-quarter.
- 11 funds opened new Universal Logistics Holdings positions in Q1 2019 and 10 closed out, a net change of +1 holder.
- The largest Universal Logistics Holdings buyer in Q1 2019 was Russell Investments Group, an estimated $4M added.
- The largest Universal Logistics Holdings seller in Q1 2019 was Morgan Stanley, an estimated $3.99M sold.
Based on aggregated 13F filings for Q1 2019.