Universal Logistics Holdings
ULH
79 hedge funds and large institutions have $146M invested in Universal Logistics Holdings in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 13 closing their positions.
1.07% more ownership
Funds ownership: 27.16% → 28.23% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
5% less funds holding
Funds holding: 83 → 79 (-4)
15% less capital invested
Capital invested by funds: $172M → $146M (-$26.5M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$5.65M |
| 2 |
Millennium Management
New York
|
+$3.43M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.18M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$2.21M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.21M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.86M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.73M |
| 4 |
Goldman Sachs
New York
|
-$1.24M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$717K |
ULH Hedge Fund Activity: Q4 2019 in Review
79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2019, worth a combined $146M — down 15% from $172M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ULH and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 29 added.
The largest buyer was Russell Investments Group, adding an estimated $5.65M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.21M.
- 79 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2019, down from 83 in Q3 2019.
- Funds reported $146M of Universal Logistics Holdings stock for Q4 2019, down 15% quarter-over-quarter.
- 10 funds opened new Universal Logistics Holdings positions in Q4 2019 and 13 closed out, a net change of -3 holders.
- The largest Universal Logistics Holdings buyer in Q4 2019 was Russell Investments Group, an estimated $5.65M added.
- The largest Universal Logistics Holdings seller in Q4 2019 was T. Rowe Price Associates, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2019.