Universal Logistics Holdings
ULH
88 hedge funds and large institutions have $193M invested in Universal Logistics Holdings in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 18 closing their positions.
1% more capital invested
Capital invested by funds: $191M → $193M (+$2.8M)
0.64% more ownership
Funds ownership: 24.9% → 25.54% (+0.64%)
9% less funds holding
Funds holding: 97 → 88 (-9)
11% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 35
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.77M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$2.51M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.3M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.77M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$750K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.31M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$1.88M |
| 3 |
Morgan Stanley
New York
|
-$1.02M |
| 4 |
Renaissance Technologies
New York
|
-$577K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$554K |
ULH Hedge Fund Activity: Q2 2023 in Review
88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2023, worth a combined $193M — up 1.5% from $191M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ULH and 9 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 31 added.
The largest buyer was Fidelity Investments, adding an estimated $2.77M. The largest seller was Millennium Management, cutting an estimated $2.31M.
- 88 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2023, down from 97 in Q1 2023.
- Funds reported $193M of Universal Logistics Holdings stock for Q2 2023, up 1.5% quarter-over-quarter.
- 9 funds opened new Universal Logistics Holdings positions in Q2 2023 and 18 closed out, a net change of -9 holders.
- The largest Universal Logistics Holdings buyer in Q2 2023 was Fidelity Investments, an estimated $2.77M added.
- The largest Universal Logistics Holdings seller in Q2 2023 was Millennium Management, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2023.