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Universal Logistics Holdings
ULH

Overview Fund Activity

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.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.7M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$957K
3
American Century Companies
3
American Century Companies
Missouri
$4.95M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30M
5
BCM
5
Bridgeway Capital Management
Texas
$7.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.87M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$15.9M
4
SAM
4
Scopus Asset Management
New York
$2.78M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.7M 2,487,113 +196,628 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30M 812,949 +13,598 +2%
BlackRock
3
BlackRock
New York
$18.9M 511,647 -18,927 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$15.9M 431,583 -24,500 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M 401,400 -4,399 -1%
RA
6
Royce & Associates
New York
$8.79M 238,395 +1,091 +0.5%
BCM
7
Bridgeway Capital Management
Texas
$7.44M 201,726 +10,191 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.61M 179,365 +3,678 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.22M 168,587 -9,278 -5%
State Street
10
State Street
Massachusetts
$5.38M 145,552 +5,944 +4%
American Century Companies
11
American Century Companies
Missouri
$4.95M 134,263 +20,534 +18%
EF
12
Empowered Funds
Pennsylvania
$3.19M 86,537 +10,191 +13%
Boston Partners
13
Boston Partners
Massachusetts
$2.97M 80,649 -5,519 -6%
Northern Trust
14
Northern Trust
Illinois
$2.9M 78,716 -4,225 -5%
Morgan Stanley
15
Morgan Stanley
New York
$2.87M 77,880 -97,502 -56%
SAM
16
Scopus Asset Management
New York
$2.78M 75,500 -20,000 -21%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$2.56M 69,552 +4,308 +7%
DA
18
Denali Advisors
California
$2.31M 62,731 – –
Charles Schwab
19
Charles Schwab
California
$2.01M 54,483 +2,440 +5%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$1.88M 51,090 -362 -0.7%
GC
21
Globeflex Capital
California
$1.72M 46,615 – –
Federated Hermes
22
Federated Hermes
Pennsylvania
$1.01M 27,333 -121 -0.4%
Invesco
23
Invesco
Georgia
$967K 26,239 +8,958 +52%
ACA
24
Anchor Capital Advisors
Massachusetts
$957K 25,944 +25,944 New
MAM
25
Martingale Asset Management
Massachusetts
$863K 23,405 – –
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