ULH icon

Universal Logistics Holdings
ULH

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in Universal Logistics Holdings in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.2M
2
SAM
2
Scopus Asset Management
New York
$4.43M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.87M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.03M
5
LCM
5
Lafitte Capital Management
Texas
$9.41M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
BCM
2
Bridgeway Capital Management
Texas
$860K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
DIA
4
Dean Investment Associates
Ohio
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.2M 1,122,660 +355,499 +46%
BlackRock
2
BlackRock
New York
$15.8M 837,417 -2,059 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.3M 651,606 -29,350 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$11.8M 627,576 -33,973 -5%
LCM
5
Lafitte Capital Management
Texas
$9.41M 498,800 +40,000 +9%
RA
6
Royce & Associates
New York
$7.08M 375,146 -6,345 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.14M 325,738 +36,805 +13%
SAM
8
Scopus Asset Management
New York
$4.43M 234,862 +133,862 +133%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.18M 168,692 -21,164 -11%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$3.03M 160,900 +46,120 +40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.98M 157,936 +2,256 +1%
State Street
12
State Street
Massachusetts
$2.51M 132,331 +4,720 +4%
Morgan Stanley
13
Morgan Stanley
New York
$1.97M 104,666 -18,856 -15%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$1.87M 99,011 +99,011 New
Northern Trust
15
Northern Trust
Illinois
$1.61M 85,078 -3,239 -4%
ICM
16
Invenomic Capital Management
Massachusetts
$1.38M 72,973 +1,462 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.17M 62,200 -12,200 -16%
Citadel Advisors
18
Citadel Advisors
Florida
$1.13M 59,992 -5,010 -8%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.04M 55,100 +18,500 +51%
Charles Schwab
20
Charles Schwab
California
$1.04M 55,003 -7,611 -12%
Boston Partners
21
Boston Partners
Massachusetts
$980K 51,944 +17,094 +49%
Two Sigma Investments
22
Two Sigma Investments
New York
$923K 48,956 +11,098 +29%
GC
23
Globeflex Capital
California
$879K 46,615 – –
BCM
24
Bridgeway Capital Management
Texas
$860K 45,600 -63,900 -58%
CIC
25
Cornercap Investment Counsel
Georgia
$842K 44,649 -2,915 -6%
1
2 3 4