Universal Logistics Holdings
ULH
77 hedge funds and large institutions have $251M invested in Universal Logistics Holdings in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 10 closing their positions.
32% more capital invested
Capital invested by funds: $191M → $251M (+$60.7M)
0.04% more ownership
Funds ownership: 25.87% → 25.91% (+0.04%)
3% less funds holding
Funds holding: 79 → 77 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.34M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$836K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$662K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$438K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.14M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$905K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$790K |
| 4 |
SAM
Scopus Asset Management
New York
|
-$645K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$630K |
ULH Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2024, worth a combined $251M — up 32% from $191M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ULH and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 23 added.
The largest buyer was Fidelity Investments, adding an estimated $6.34M. The largest seller was Morgan Stanley, cutting an estimated $3.14M.
- 77 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2024, down from 79 in Q4 2023.
- Funds reported $251M of Universal Logistics Holdings stock for Q1 2024, up 32% quarter-over-quarter.
- 8 funds opened new Universal Logistics Holdings positions in Q1 2024 and 10 closed out, a net change of -2 holders.
- The largest Universal Logistics Holdings buyer in Q1 2024 was Fidelity Investments, an estimated $6.34M added.
- The largest Universal Logistics Holdings seller in Q1 2024 was Morgan Stanley, an estimated $3.14M sold.
Based on aggregated 13F filings for Q1 2024.