Universal Logistics Holdings
ULH
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.
12% more capital invested
Capital invested by funds: $297M → $332M (+$35M)
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
1.29% more ownership
Funds ownership: 26.15% → 27.44% (+1.3%)
8% less funds holding
Funds holding: 91 → 84 (-7)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.79M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1M |
| 5 |
Goldman Sachs
New York
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$4.03M |
| 2 |
Bank of New York Mellon
New York
|
-$2.64M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.8M |
| 4 |
RA
Royce & Associates
New York
|
-$1.27M |
| 5 |
Morgan Stanley
New York
|
-$1.09M |
ULH Hedge Fund Activity: Q4 2024 in Review
84 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2024, worth a combined $332M — up 12% from $297M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ULH and 8 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 31 added.
The largest buyer was Fidelity Investments, adding an estimated $18M. The largest seller was LSV Asset Management, cutting an estimated $4.03M.
- 84 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2024, down from 91 in Q3 2024.
- Funds reported $332M of Universal Logistics Holdings stock for Q4 2024, up 12% quarter-over-quarter.
- 8 funds opened new Universal Logistics Holdings positions in Q4 2024 and 14 closed out, a net change of -6 holders.
- The largest Universal Logistics Holdings buyer in Q4 2024 was Fidelity Investments, an estimated $18M added.
- The largest Universal Logistics Holdings seller in Q4 2024 was LSV Asset Management, an estimated $4.03M sold.
Based on aggregated 13F filings for Q4 2024.