Universal Logistics Holdings
ULH
97 hedge funds and large institutions have $191M invested in Universal Logistics Holdings in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 27 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
3.78% more ownership
Funds ownership: 21.12% → 24.9% (+3.8%)
3% more capital invested
Capital invested by funds: $185M → $191M (+$5.23M)
12% less funds holding
Funds holding: 110 → 97 (-13)
48% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$3.04M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.94M |
| 3 |
RA
Royce & Associates
New York
|
+$2.58M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.26M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.66M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.41M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.17M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.12M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.1M |
ULH Hedge Fund Activity: Q1 2023 in Review
97 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2023, worth a combined $191M — up 2.8% from $185M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ULH and 14 opened new positions — a net loss of 13 holders — while 32 trimmed existing stakes and 39 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $3.04M. The largest seller was Invesco, cutting an estimated $1.66M.
- 97 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2023, down from 110 in Q4 2022.
- Funds reported $191M of Universal Logistics Holdings stock for Q1 2023, up 2.8% quarter-over-quarter.
- 14 funds opened new Universal Logistics Holdings positions in Q1 2023 and 27 closed out, a net change of -13 holders.
- The largest Universal Logistics Holdings buyer in Q1 2023 was Boston Partners, an estimated $3.04M added.
- The largest Universal Logistics Holdings seller in Q1 2023 was Invesco, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2023.