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Universal Logistics Holdings
ULH

111 hedge funds and large institutions have $185M invested in Universal Logistics Holdings in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

16% more funds holding

Funds holding: 96 → 111 (+15)

0.31% less ownership

Funds ownership: 24.25% → 23.94% (-0.31%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

8% less capital invested

Capital invested by funds: $202M → $185M (-$16.7M)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
32
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.44M
2
Norges Bank
Norges Bank
Norway
+$1.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.48M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$1.02M
5
American Century Companies
American Century Companies
Missouri
+$998K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.41M
2
RA
Royce & Associates
New York
-$2.71M
3
Millennium Management
Millennium Management
New York
-$1.5M
4
LSV Asset Management
LSV Asset Management
Illinois
-$1.32M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.1M +$2.44M +69,616 +4%
LSV Asset Management
2
LSV Asset Management
Illinois
$17.4M -$1.32M -37,571 -7%
BlackRock
3
BlackRock
New York
$16.9M -$3.41M -97,367 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M +$131K +3,747 +0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$5.59M -$709K -20,238 -11%
Morgan Stanley
6
Morgan Stanley
New York
$5.42M -$405K -11,565 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.05M -$75.1K -2,145 -1%
State Street
8
State Street
Massachusetts
$4.59M +$307K +8,772 +7%
RA
9
Royce & Associates
New York
$4.19M -$2.71M -77,460 -38%
Norges Bank
10
Norges Bank
Norway
$3.36M +$1.73M +49,400 +97%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$3.3M – – –
HIM
12
Hillsdale Investment Management
Ontario, Canada
$2.79M +$399K +11,388 +16%
GC
13
Globeflex Capital
California
$2.56M -$54K -1,542 -2%
Northern Trust
14
Northern Trust
Illinois
$2.49M +$630 +18 +0%
Invesco
15
Invesco
Georgia
$2.41M +$392K +11,192 +18%
Millennium Management
16
Millennium Management
New York
$2.07M -$1.5M -42,714 -41%
American Century Companies
17
American Century Companies
Missouri
$1.94M +$998K +28,512 +97%
Charles Schwab
18
Charles Schwab
California
$1.69M +$13.4K +383 +0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.44M +$377K +10,779 +33%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$1.41M +$1.48M +42,163 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.4M +$7.53K +215 +0.5%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.34M -$473K -13,500 -25%
Stifel Financial
23
Stifel Financial
Missouri
$1.12M -$451K -12,875 -28%
EGI
24
EAM Global Investors
California
$1.1M -$535K -15,268 -32%
DA
25
Denali Advisors
California
$1.07M +$319K +9,100 +40%
1
2 3 4 5

ULH Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2022, worth a combined $185M — down 8.3% from $202M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ULH positions and 10 closed out — a net gain of 15 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.44M. The largest seller was BlackRock, cutting an estimated $3.41M.

  • 111 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $185M of Universal Logistics Holdings stock for Q4 2022, down 8.3% quarter-over-quarter.
  • 25 funds opened new Universal Logistics Holdings positions in Q4 2022 and 10 closed out, a net change of +15 holders.
  • The largest Universal Logistics Holdings buyer in Q4 2022 was Fidelity Investments, an estimated $2.44M added.
  • The largest Universal Logistics Holdings seller in Q4 2022 was BlackRock, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2022.