Universal Logistics Holdings
ULH
61 hedge funds and large institutions have $130M invested in Universal Logistics Holdings in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.
5% more capital invested
Capital invested by funds: $125M → $130M (+$5.62M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.4% less ownership
Funds ownership: 24.57% → 24.18% (-0.4%)
3% less funds holding
Funds holding: 63 → 61 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.97M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$892K |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$584K |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$388K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$7.59M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$1.59M |
| 3 |
Millennium Management
New York
|
-$822K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$772K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$755K |
ULH Hedge Fund Activity: Q1 2022 in Review
61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2022, worth a combined $130M — up 4.5% from $125M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ULH and 4 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 15 added.
The largest buyer was Fidelity Investments, adding an estimated $9.97M. The largest seller was Lafitte Capital Management, cutting an estimated $7.59M.
- 61 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2022, down from 63 in Q4 2021.
- Funds reported $130M of Universal Logistics Holdings stock for Q1 2022, up 4.5% quarter-over-quarter.
- 4 funds opened new Universal Logistics Holdings positions in Q1 2022 and 6 closed out, a net change of -2 holders.
- The largest Universal Logistics Holdings buyer in Q1 2022 was Fidelity Investments, an estimated $9.97M added.
- The largest Universal Logistics Holdings seller in Q1 2022 was Lafitte Capital Management, an estimated $7.59M sold.
Based on aggregated 13F filings for Q1 2022.