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Universal Logistics Holdings
ULH

Overview Fund Activity

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 10 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
American Century Companies
2
American Century Companies
Missouri
$9.06M
3
BlackRock
3
BlackRock
New York
$23.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.15M

Top Sellers

1
Invesco
1
Invesco
Georgia
$636K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$14M
3
GC
3
Globeflex Capital
California
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$369K
5
JFG
5
Jefferies Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M 2,537,859 +100,563 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.5M 846,634 +18,965 +2%
BlackRock
3
BlackRock
New York
$23.7M 550,710 +25,022 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.4M 403,751 +6,326 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$14M 324,939 -56,826 -15%
BCM
6
Bridgeway Capital Management
Texas
$9.2M 213,344 +4,958 +2%
American Century Companies
7
American Century Companies
Missouri
$9.06M 210,101 +39,461 +23%
RA
8
Royce & Associates
New York
$8.67M 201,093 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.91M 183,374 +4,130 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.49M 150,602 -1,218 -0.8%
State Street
11
State Street
Massachusetts
$6.36M 147,251 +911 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$4.49M 104,149 +8,639 +9%
EF
13
Empowered Funds
Pennsylvania
$4.23M 98,155 +4,958 +5%
Northern Trust
14
Northern Trust
Illinois
$3.65M 84,652 +7,588 +10%
DA
15
Denali Advisors
California
$3.61M 83,831 – –
OAM
16
Oberweis Asset Management
Illinois
$2.97M 69,000 +6,800 +11%
Charles Schwab
17
Charles Schwab
California
$2.46M 57,124 +1,864 +3%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$2.12M 47,403 -1,400 -3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.67M 38,832 +1,623 +4%
Victory Capital Management
20
Victory Capital Management
Texas
$1.62M 37,564 +643 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$1.25M 29,048 +391 +1%
Goldman Sachs
22
Goldman Sachs
New York
$1.15M 26,743 +12,588 +89%
ACA
23
Anchor Capital Advisors
Massachusetts
$1.14M 26,535 +132 +0.5%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$993K 23,029 – –
MAM
25
Martingale Asset Management
Massachusetts
$849K 19,703 – –
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