Universal Logistics Holdings
ULH
90 hedge funds and large institutions have $278M invested in Universal Logistics Holdings in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 25
17% more funds holding
Funds holding: 77 → 90 (+13)
11% more capital invested
Capital invested by funds: $251M → $278M (+$26.9M)
0.13% more ownership
Funds ownership: 25.91% → 26.03% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.14M |
| 2 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$2.53M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.48M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$1.16M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$2.78M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$2.67M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$2.03M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.03M |
| 5 |
RA
Royce & Associates
New York
|
-$1.52M |
ULH Hedge Fund Activity: Q2 2024 in Review
90 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2024, worth a combined $278M — up 11% from $251M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ULH positions and 8 closed out — a net gain of 14 holders — while 32 added to existing stakes and 25 trimmed.
The largest buyer was Invesco, adding an estimated $3.14M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $2.78M sold.
- 90 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2024, up from 77 in Q1 2024.
- Funds reported $278M of Universal Logistics Holdings stock for Q2 2024, up 11% quarter-over-quarter.
- 22 funds opened new Universal Logistics Holdings positions in Q2 2024 and 8 closed out, a net change of +14 holders.
- The largest Universal Logistics Holdings buyer in Q2 2024 was Invesco, an estimated $3.14M added.
- The largest Universal Logistics Holdings seller in Q2 2024 was Scopus Asset Management, an estimated $2.78M sold.
Based on aggregated 13F filings for Q2 2024.