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Universal Logistics Holdings
ULH

91 hedge funds and large institutions have $297M invested in Universal Logistics Holdings in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

7% more capital invested

Capital invested by funds: $278M → $297M (+$18.7M)

1% more funds holding

Funds holding: 90 → 91 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.12% more ownership

Funds ownership: 26.03% → 26.15% (+0.12%)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.16M
2
American Century Companies
American Century Companies
Missouri
+$1.63M
3
BlackRock
BlackRock
New York
+$1.04M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$785K
5
Goldman Sachs
Goldman Sachs
New York
+$521K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.66M
2
LSV Asset Management
LSV Asset Management
Illinois
-$2.35M
3
GC
Globeflex Capital
California
-$1.89M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.03M
5
JFG
Jefferies Financial Group
New York
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M +$4.16M +100,563 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.5M +$785K +18,965 +2%
BlackRock
3
BlackRock
New York
$23.7M +$1.04M +25,022 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.4M +$262K +6,326 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$14M -$2.35M -56,826 -15%
BCM
6
Bridgeway Capital Management
Texas
$9.2M +$205K +4,958 +2%
American Century Companies
7
American Century Companies
Missouri
$9.06M +$1.63M +39,461 +23%
RA
8
Royce & Associates
New York
$8.67M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.91M +$171K +4,130 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.49M -$50.4K -1,218 -0.8%
State Street
11
State Street
Massachusetts
$6.36M +$37.7K +911 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$4.49M +$357K +8,639 +9%
EF
13
Empowered Funds
Pennsylvania
$4.23M +$205K +4,958 +5%
Northern Trust
14
Northern Trust
Illinois
$3.65M +$314K +7,588 +10%
DA
15
Denali Advisors
California
$3.61M – – –
OAM
16
Oberweis Asset Management
Illinois
$2.97M +$281K +6,800 +11%
Charles Schwab
17
Charles Schwab
California
$2.46M +$77.1K +1,864 +3%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$2.12M -$57.9K -1,400 -3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.67M +$67.1K +1,623 +4%
Victory Capital Management
20
Victory Capital Management
Texas
$1.62M +$26.6K +643 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$1.25M +$16.2K +391 +1%
Goldman Sachs
22
Goldman Sachs
New York
$1.15M +$521K +12,588 +89%
ACA
23
Anchor Capital Advisors
Massachusetts
$1.14M +$5.46K +132 +0.5%
N
24
Nuveen
North Carolina
$993K – – –
MAM
25
Martingale Asset Management
Massachusetts
$849K – – –
1
2 3 4 5

ULH Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2024, worth a combined $297M — up 6.7% from $278M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ULH positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.16M. The largest seller was Invesco, cutting an estimated $3.66M.

  • 91 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $297M of Universal Logistics Holdings stock for Q3 2024, up 6.7% quarter-over-quarter.
  • 12 funds opened new Universal Logistics Holdings positions in Q3 2024 and 11 closed out, a net change of +1 holder.
  • The largest Universal Logistics Holdings buyer in Q3 2024 was Fidelity Investments, an estimated $4.16M added.
  • The largest Universal Logistics Holdings seller in Q3 2024 was Invesco, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2024.