Universal Logistics Holdings
ULH
66 hedge funds and large institutions have $120M invested in Universal Logistics Holdings in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.
28% more capital invested
Capital invested by funds: $93.5M → $120M (+$26.4M)
0.55% less ownership
Funds ownership: 26.19% → 25.63% (-0.55%)
8% less funds holding
Funds holding: 72 → 66 (-6)
23% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 31
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Globeflex Capital
San Diego,
California
|
+$1.13M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$1.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.02M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$651K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.08M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$1.77M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.06M |
| 4 |
Millennium Management
New York
|
-$803K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$488K |
ULH Hedge Fund Activity: Q2 2020 in Review
66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2020, worth a combined $120M — up 28% from $93.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ULH and 4 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 24 added.
The largest buyer was Globeflex Capital, adding an estimated $1.13M. The largest seller was Royce & Associates, cutting an estimated $2.08M.
- 66 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2020, down from 72 in Q1 2020.
- Funds reported $120M of Universal Logistics Holdings stock for Q2 2020, up 28% quarter-over-quarter.
- 4 funds opened new Universal Logistics Holdings positions in Q2 2020 and 10 closed out, a net change of -6 holders.
- The largest Universal Logistics Holdings buyer in Q2 2020 was Globeflex Capital, an estimated $1.13M added.
- The largest Universal Logistics Holdings seller in Q2 2020 was Royce & Associates, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2020.