Universal Logistics Holdings
ULH
79 hedge funds and large institutions have $191M invested in Universal Logistics Holdings in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.
12% more capital invested
Capital invested by funds: $170M → $191M (+$21M)
0.25% more ownership
Funds ownership: 25.62% → 25.87% (+0.25%)
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
7% less funds holding
Funds holding: 85 → 79 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.36M |
| 2 |
Morgan Stanley
New York
|
+$1.77M |
| 3 |
BlackRock
New York
|
+$723K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$417K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$1.73M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.06M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$995K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$794K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$734K |
ULH Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2023, worth a combined $191M — up 12% from $170M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ULH and 7 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 28 added.
The largest buyer was Fidelity Investments, adding an estimated $4.36M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $1.73M sold.
- 79 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2023, down from 85 in Q3 2023.
- Funds reported $191M of Universal Logistics Holdings stock for Q4 2023, up 12% quarter-over-quarter.
- 7 funds opened new Universal Logistics Holdings positions in Q4 2023 and 13 closed out, a net change of -6 holders.
- The largest Universal Logistics Holdings buyer in Q4 2023 was Fidelity Investments, an estimated $4.36M added.
- The largest Universal Logistics Holdings seller in Q4 2023 was Uniplan Investment Counsel, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2023.