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Universal Logistics Holdings
ULH

Overview Fund Activity

85 hedge funds and large institutions have $170M invested in Universal Logistics Holdings in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.3M
2
SAM
2
Scopus Asset Management
New York
$3.41M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.46M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.8M
5
American Century Companies
5
American Century Companies
Missouri
$2.57M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$794K
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.43M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.3M 2,115,321 +295,701 +16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.8M 786,525 +18,715 +2%
BlackRock
3
BlackRock
New York
$12.6M 501,492 -10,051 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.1M 479,373 -17,688 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.3M 409,771 -5,406 -1%
RA
6
Royce & Associates
New York
$5.89M 233,786 +5,700 +2%
BCM
7
Bridgeway Capital Management
Texas
$4.65M 184,711 +5,688 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.28M 169,763 +3,059 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.26M 169,090 +1,560 +0.9%
State Street
10
State Street
Massachusetts
$3.55M 140,413 -437 -0.3%
SAM
11
Scopus Asset Management
New York
$3.41M 135,500 +45,000 +50%
Morgan Stanley
12
Morgan Stanley
New York
$2.63M 104,255 -18,279 -15%
American Century Companies
13
American Century Companies
Missouri
$2.57M 102,133 +18,310 +22%
Boston Partners
14
Boston Partners
Massachusetts
$2.46M 97,794 -3,659 -4%
Northern Trust
15
Northern Trust
Illinois
$1.91M 75,956 -644 -0.8%
EF
16
Empowered Funds
Pennsylvania
$1.75M 69,522 +5,688 +9%
UIC
17
Uniplan Investment Counsel
Wisconsin
$1.73M 70,120 +2,939 +4%
DA
18
Denali Advisors
California
$1.7M 67,331 – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.46M 58,040 +24,666 +74%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$1.43M 56,743 -884 -2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.43M 56,717 -29,528 -34%
Charles Schwab
22
Charles Schwab
California
$1.37M 54,269 +2,519 +5%
GC
23
Globeflex Capital
California
$1.17M 46,615 -18,018 -28%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.06M 41,945 +2,223 +6%
Federated Hermes
25
Federated Hermes
Pennsylvania
$865K 34,353 -349 -1%
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