Universal Logistics Holdings
ULH
110 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, 31 increasing their positions, 34 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
15% more funds holding
Funds holding: 96 → 110 (+14)
9% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 34
3.13% less ownership
Funds ownership: 24.25% → 21.12% (-3.1%)
8% less capital invested
Capital invested by funds: $202M → $185M (-$16.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.44M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.73M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.48M |
| 4 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$1.02M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.41M |
| 2 |
RA
Royce & Associates
New York
|
-$2.71M |
| 3 |
Millennium Management
New York
|
-$1.5M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$1.32M |
| 5 |
Renaissance Technologies
New York
|
-$1.17M |
ULH Hedge Fund Activity: Q4 2022 in Review
110 of the 6,237 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 31 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.
- 110 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.