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Universal Logistics Holdings
ULH

Overview Fund Activity

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.

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.91M
3
BlackRock
3
BlackRock
New York
$14.9M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$470K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.4M

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$0
2
SAM
2
Scopus Asset Management
New York
$2.68M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$762K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.2M 2,290,485 +175,164 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.4M 799,351 +12,826 +2%
BlackRock
3
BlackRock
New York
$14.9M 530,574 +29,082 +6%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.8M 456,083 -23,290 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4M 405,799 -3,972 -1%
RA
6
Royce & Associates
New York
$6.65M 237,304 +3,518 +2%
BCM
7
Bridgeway Capital Management
Texas
$5.37M 191,535 +6,824 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.98M 177,865 +8,775 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.92M 175,687 +5,924 +3%
Morgan Stanley
10
Morgan Stanley
New York
$4.91M 175,382 +71,127 +68%
State Street
11
State Street
Massachusetts
$3.93M 139,608 -805 -0.6%
American Century Companies
12
American Century Companies
Missouri
$3.19M 113,729 +11,596 +11%
SAM
13
Scopus Asset Management
New York
$2.68M 95,500 -40,000 -30%
Boston Partners
14
Boston Partners
Massachusetts
$2.41M 86,168 -11,626 -12%
Northern Trust
15
Northern Trust
Illinois
$2.32M 82,941 +6,985 +9%
EF
16
Empowered Funds
Pennsylvania
$2.14M 76,346 +6,824 +10%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$1.83M 65,244 +7,204 +12%
DA
18
Denali Advisors
California
$1.76M 62,731 -4,600 -7%
Charles Schwab
19
Charles Schwab
California
$1.46M 52,043 -2,226 -4%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$1.44M 51,452 -5,291 -9%
GC
21
Globeflex Capital
California
$1.31M 46,615 – –
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$905K 32,287 +3,164 +11%
Federated Hermes
23
Federated Hermes
Pennsylvania
$769K 27,454 -6,899 -20%
AQR Capital Management
24
AQR Capital Management
Connecticut
$762K 27,207 -29,510 -52%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$683K 24,384 +6,537 +37%
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