ULH icon

Universal Logistics Holdings
ULH

Overview Fund Activity

89 hedge funds and large institutions have $278M invested in Universal Logistics Holdings in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.19M
2
OAM
2
Oberweis Asset Management
Illinois
$2.52M
3
American Century Companies
3
American Century Companies
Missouri
$6.93M
4
Victory Capital Management
4
Victory Capital Management
Texas
$1.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.36M

Top Sellers

1
SAM
1
Scopus Asset Management
New York
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$609K
3
LSV Asset Management
3
LSV Asset Management
Illinois
$15.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$98.9M
5
RA
5
Royce & Associates
New York
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$98.9M 2,437,296 -49,817 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.6M 827,669 +14,720 +2%
BlackRock
3
BlackRock
New York
$21.3M 525,688 +14,041 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.1M 397,425 -3,975 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$15.5M 381,765 -49,818 -12%
BCM
6
Bridgeway Capital Management
Texas
$8.46M 208,386 +6,660 +3%
RA
7
Royce & Associates
New York
$8.16M 201,093 -37,302 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.28M 179,244 -121 -0.1%
American Century Companies
9
American Century Companies
Missouri
$6.93M 170,640 +36,377 +27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.16M 151,820 -16,767 -10%
State Street
11
State Street
Massachusetts
$5.95M 146,340 +788 +0.5%
Invesco
12
Invesco
Georgia
$4.19M 103,330 +77,091 +294%
Morgan Stanley
13
Morgan Stanley
New York
$3.88M 95,510 +17,630 +23%
EF
14
Empowered Funds
Pennsylvania
$3.78M 93,197 +6,660 +8%
DA
15
Denali Advisors
California
$3.4M 83,831 +21,100 +34%
Northern Trust
16
Northern Trust
Illinois
$3.13M 77,064 -1,652 -2%
OAM
17
Oberweis Asset Management
Illinois
$2.52M 62,200 +62,200 New
Charles Schwab
18
Charles Schwab
California
$2.24M 55,260 +777 +1%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$1.98M 48,803 -2,287 -4%
GC
20
Globeflex Capital
California
$1.89M 46,615 – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.51M 37,209 -32,343 -47%
Victory Capital Management
22
Victory Capital Management
Texas
$1.5M 36,921 +28,513 +339%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.36M 33,450 +26,340 +370%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$1.16M 28,657 +5,601 +24%
ACA
25
Anchor Capital Advisors
Massachusetts
$1.07M 26,403 +459 +2%
1
2 3 4