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Universal Logistics Holdings
ULH

94 hedge funds and large institutions have $177M invested in Universal Logistics Holdings in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $159M → $177M (+$18.1M)

8% more funds holding

Funds holding: 87 → 94 (+7)

1.14% less ownership

Funds ownership: 28.48% → 27.34% (-1.1%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.06M
2
Millennium Management
Millennium Management
New York
+$2.78M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.09M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.76M
5
N
Nuveen
North Carolina
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$11.6M
2
Boston Partners
Boston Partners
Massachusetts
-$5.38M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$3.05M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.16M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$33.3M -$310K -14,512 -1%
BlackRock
2
BlackRock
New York
$27M +$3.06M +143,315 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.5M +$963K +45,089 +7%
RA
4
Royce & Associates
New York
$13.2M -$1.07M -50,000 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.81M +$286K +13,373 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.4M +$74.8K +3,500 +1%
Federated Hermes
7
Federated Hermes
Pennsylvania
$5.39M +$2.76K +129 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.77M +$56.5K +2,644 +2%
State Street
9
State Street
Massachusetts
$3.28M +$59.6K +2,792 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.14M +$149K +6,975 +5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$3.05M +$200K +9,348 +7%
Millennium Management
12
Millennium Management
New York
$2.93M +$2.78M +130,196 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.54M – – –
Northern Trust
14
Northern Trust
Illinois
$2.45M -$24K -1,124 -1%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$2.2M +$2.09M +98,022 New
Marshall Wace
16
Marshall Wace
United Kingdom
$2.05M +$1.44M +67,391 +282%
ACM
17
Argent Capital Management
Missouri
$2.01M -$48.6K -2,275 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.89M +$1.55M +72,408 +611%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$1.86M +$244K +11,400 +16%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$1.85M +$1.76M +82,320 New
N
21
Nuveen
North Carolina
$1.76M +$1.67M +78,246 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.59M -$211K -9,900 -12%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.57M -$57K -2,668 -4%
ZIM
24
Zacks Investment Management
Illinois
$1.57M – – –
Renaissance Technologies
25
Renaissance Technologies
New York
$1.46M -$2.16M -101,300 -61%
1
2 3 4 5

ULH Hedge Fund Activity: Q2 2019 in Review

94 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2019, worth a combined $177M — up 11% from $159M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ULH positions and 10 closed out — a net gain of 9 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $3.06M. The largest seller was Russell Investments Group, cutting an estimated $11.6M.

  • 94 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2019, up from 87 in Q1 2019.
  • Funds reported $177M of Universal Logistics Holdings stock for Q2 2019, up 11% quarter-over-quarter.
  • 19 funds opened new Universal Logistics Holdings positions in Q2 2019 and 10 closed out, a net change of +9 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2019 was BlackRock, an estimated $3.06M added.
  • The largest Universal Logistics Holdings seller in Q2 2019 was Russell Investments Group, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2019.