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Universal Logistics Holdings
ULH

Overview Fund Activity

84 hedge funds and large institutions have $332M invested in Universal Logistics Holdings in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% 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
31
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.44M
3
Invesco
3
Invesco
Georgia
$4.41M
4
Universal-Beteiligungs- und Servicegesellschaft
4
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.73M
5
American Century Companies
5
American Century Companies
Missouri
$10.6M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$10.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.31M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$5.56K
4
RA
4
Royce & Associates
New York
$7.99M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M 2,924,397 +386,538 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.3M 855,212 +8,578 +1%
BlackRock
3
BlackRock
New York
$25.1M 546,640 -4,070 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.2M 395,800 -7,951 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$10.9M 238,303 -86,636 -27%
American Century Companies
6
American Century Companies
Missouri
$10.6M 231,617 +21,516 +10%
BCM
7
Bridgeway Capital Management
Texas
$9.85M 214,321 +977 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.26M 179,721 -3,653 -2%
RA
9
Royce & Associates
New York
$7.99M 173,922 -27,171 -14%
State Street
10
State Street
Massachusetts
$6.87M 149,207 +1,956 +1%
EF
11
Empowered Funds
Pennsylvania
$4.74M 103,132 +4,977 +5%
First Trust Advisors
12
First Trust Advisors
Illinois
$4.44M 96,581 +96,581 New
Invesco
13
Invesco
Georgia
$4.41M 96,054 +81,304 +551%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.31M 93,912 -56,690 -38%
DA
15
Denali Advisors
California
$4.24M 92,249 +8,418 +10%
Northern Trust
16
Northern Trust
Illinois
$4.1M 89,299 +4,647 +5%
Morgan Stanley
17
Morgan Stanley
New York
$3.71M 80,818 -23,331 -22%
OAM
18
Oberweis Asset Management
Illinois
$3.24M 70,500 +1,500 +2%
Charles Schwab
19
Charles Schwab
California
$2.67M 58,164 +1,040 +2%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$2.08M 45,293 -2,110 -4%
Victory Capital Management
21
Victory Capital Management
Texas
$1.73M 37,747 +183 +0.5%
Universal-Beteiligungs- und Servicegesellschaft
22
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.73M 37,746 +37,746 New
Goldman Sachs
23
Goldman Sachs
New York
$1.72M 37,489 +10,746 +40%
ACA
24
Anchor Capital Advisors
Massachusetts
$1.57M 34,105 +7,570 +29%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$1.43M 31,157 +2,109 +7%
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