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Universal Logistics Holdings
ULH

Overview Fund Activity

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.

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$52.4M
2
SAM
2
Scopus Asset Management
New York
$2.61M
3
BCM
3
Bridgeway Capital Management
Texas
$5.16M
4
EST
4
EA Series Trust
Pennsylvania
$1.84M
5
EF
5
Empowered Funds
Pennsylvania
$1.84M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$281K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.53M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$52.4M 1,819,620 +100,170 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.1M 767,810 +25,608 +3%
BlackRock
3
BlackRock
New York
$14.7M 511,543 +11,921 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$14.3M 497,061 -7,427 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12M 415,177 -5,878 -1%
RA
6
Royce & Associates
New York
$6.57M 228,086 +23,312 +11%
BCM
7
Bridgeway Capital Management
Texas
$5.16M 179,023 +83,181 +87%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.83M 167,530 -2,442 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.8M 166,704 +7,264 +5%
State Street
10
State Street
Massachusetts
$4.07M 140,850 +2,985 +2%
Morgan Stanley
11
Morgan Stanley
New York
$3.53M 122,534 -36,839 -23%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$3.06M 106,124 +7,430 +8%
Boston Partners
13
Boston Partners
Massachusetts
$2.92M 101,453 +7,846 +8%
SAM
14
Scopus Asset Management
New York
$2.61M 90,500 +90,500 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$2.48M 86,245 -20,027 -19%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$2.44M 84,672 -5,000 -6%
American Century Companies
17
American Century Companies
Missouri
$2.41M 83,823 +7,835 +10%
Northern Trust
18
Northern Trust
Illinois
$2.21M 76,600 +1,293 +2%
DA
19
Denali Advisors
California
$1.94M 67,331 +15,900 +31%
UIC
20
Uniplan Investment Counsel
Wisconsin
$1.94M 67,181 -246 -0.4%
GC
21
Globeflex Capital
California
$1.86M 64,633 – –
EST
22
EA Series Trust
Pennsylvania
$1.84M 63,834 +63,834 New
EF
23
Empowered Funds
Pennsylvania
$1.84M 63,834 +63,834 New
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$1.66M 57,627 +5,513 +11%
Charles Schwab
25
Charles Schwab
California
$1.49M 51,750 -957 -2%
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