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Universal Logistics Holdings
ULH

Overview Fund Activity

97 hedge funds and large institutions have $191M invested in Universal Logistics Holdings in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 27 closing their positions.

Holders
97
Holders Change
-14
Holders Change %
-12.61%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
32
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$2.73M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.1M
3
RA
3
Royce & Associates
New York
$5.97M
4
BCM
4
Bridgeway Capital Management
Texas
$2.79M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$1.52M

Top Sellers

1
Invesco
1
Invesco
Georgia
$603K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
EGI
4
EAM Global Investors
California
$0
5
Norges Bank
5
Norges Bank
Norway
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.1M 1,719,450 +11,790 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.6M 742,202 +1,706 +0.2%
LSV Asset Management
3
LSV Asset Management
Illinois
$14.7M 504,488 -17,200 -3%
BlackRock
4
BlackRock
New York
$14.6M 499,622 -4,580 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.3M 421,055 +6,498 +2%
RA
6
Royce & Associates
New York
$5.97M 204,774 +79,534 +64%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$4.95M 169,972 +2,736 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.65M 159,440 +8,483 +6%
Morgan Stanley
9
Morgan Stanley
New York
$4.65M 159,373 -2,823 -2%
State Street
10
State Street
Massachusetts
$4.03M 137,865 +1,120 +0.8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$3.1M 106,272 +90,704 +583%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$2.88M 98,694 – –
BCM
13
Bridgeway Capital Management
Texas
$2.79M 95,842 +69,634 +266%
Boston Partners
14
Boston Partners
Massachusetts
$2.73M 93,607 +93,607 New
Millennium Management
15
Millennium Management
New York
$2.72M 93,268 +31,257 +50%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$2.61M 89,672 +6,373 +8%
Northern Trust
17
Northern Trust
Illinois
$2.2M 75,307 +904 +1%
American Century Companies
18
American Century Companies
Missouri
$2.15M 75,988 +18,081 +31%
UIC
19
Uniplan Investment Counsel
Wisconsin
$1.97M 67,427 +38,310 +132%
GC
20
Globeflex Capital
California
$1.88M 64,633 -11,876 -16%
Norges Bank
21
Norges Bank
Norway
$1.88M 64,500 -36,000 -36%
Charles Schwab
22
Charles Schwab
California
$1.54M 52,707 +2,074 +4%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$1.52M 52,114 +42,205 +426%
DA
24
Denali Advisors
California
$1.5M 51,431 +19,431 +61%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.42M 48,633 +5,488 +13%
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