Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Universal Logistics Hldgs In (ULH)

71 + Investors. Track Smart Money conviction in ULH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
54%

Smart Money Signals — ULH

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ULH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
68 funds currently hold this stock — 76% of the 3.0-year high of 90 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold ULH compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

38 buying32 selling
Last quarter: 38 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 8 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 24% new
40 out of 68 hedge funds have held ULH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+37% value, -1% shares)

Value
+37%
Shares
-1%
Last quarter: total value of institutional ULH holdings rose +37% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

16 → 4 → 8 → 8 → 13 new funds/Q
New funds entering each quarter: 4 → 8 → 8 → 13. A growing number of institutions are discovering ULH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 68 holders: 40 (59%) are 2+ year veterans, 9 entered 1–2 years ago, and 19 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 89% AUM from top-100 funds

89% from top-100 AUM funds
27 of 68 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in ULH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ULH

In 2026 Q1, 38 hedge funds were net buyers of ULH (13 opened a new position, 25 added to an existing one), while 32 reduced or exited (18 trimmed, 14 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 89% of total institutional value in ULH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 68.

Hedge Fund Ownership: ULH

How many hedge funds hold ULH — quarterly history vs. share price
Quarterly hedge fund ownership of ULH vs. share price

Market Analysis: ULH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ULH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ULH
71 + Investors

Track Smart Money conviction in ULH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 68 4.41%
13F Shares 7M 7M 0.87%
Total Value $109M $154M -29.22%
New Positions 13 13 -
Increased Positions 27 25 +2
Closed Positions 10 14 -4
Reduced Positions 22 18 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ULH

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Institutional Holders (2026 Q2)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ULH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ULH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 0.09% 33,770 $500K
2 Bridgeway Capital Management, LLC 0.04% 147,194 $2.2M
3 Empowered Funds, LLC 0.01% 96,115 $1.4M
4 Metis Global Partners, LLC 0.00% 10,870 $161K
5 Fmr LLC 0.00% 3,953,379 $58.5M
6 American Century Companies Inc 0.00% 302,671 $4.5M
7 Quadrature Capital Ltd 0.00% 11,002 $163K
8 Strs Ohio 0.00% 19,500 $289K
9 Quantinno Capital Management LP 0.00% 43,389 $642K
10 Tower Research Capital LLC (TRC) 0.00% 1,545 $23K
11 Federation des caisses Desjardins du Quebec 0.00% 9,730 $144K
12 Versant Capital Management, Inc 0.00% 234 $3K
13 GAMMA Investing LLC 0.00% 515 $8K
14 Police & Firemen's Retirement System of New Jersey 0.00% 1,844 $27K
15 Ameritas Investment Partners, Inc. 0.00% 475 $7K
16 Aqr Capital Management LLC 0.00% 30,200 $447K
17 Vanguard Fiduciary Trust Co 0.00% 45,386 $672K
18 D. E. Shaw & Co., Inc. 0.00% 18,617 $276K
19 Citigroup Inc 0.00% 25,883 $383K
20 Physician Wealth Advisors, Inc. 0.00% 68 $1K
21 BlackRock, Inc. 0.00% 546,072 $8.1M
22 UBS Group AG 0.00% 60,137 $890K
23 Millennium Management LLC 0.00% 19,170 $284K
24 Rhumbline Advisers 0.00% 8,408 $124K
25 Vanguard Capital Management LLC 0.00% 281,618 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Universal Logistics Hldgs In (ULH)

What does the Smart Money Trend signal show for ULH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ULH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ULH?

Slight buying edge — 54% buying: Last quarter: 38 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ULH holders?

Elite ownership — 89% AUM from top-100 funds: 27 of 68 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in ULH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ULH?

59% of holders stayed for 2+ years: 40 out of 68 hedge funds have held ULH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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