Stock Analysis
Data Source: SEC EDGAR 13F
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Universal Logistics Hldgs In (ULH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — ULH

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

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 — 55% buying

38 buying31 selling
Last quarter: 38 funds bought or added vs 31 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ULH position: 4 → 8 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

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 → 7 → 13 new funds/Q
New funds entering each quarter: 4 → 8 → 7 → 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 — 82% AUM from top-100 funds

82% from top-100 AUM funds
26 of 68 holders are among the 100 largest funds by AUM, controlling 82% 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 31 reduced or exited (18 trimmed, 13 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 82% of total institutional value in ULH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). 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

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

Is It Too Late to Buy Universal Logistics Hldgs In (ULH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ULH has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 18d ago
ULH
-1.1%
XLI
+7.4%

ULH outperformed XLI by -8.5% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ULH
2026 Q2 Stats Unlock in 32 days 67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 68 -1.47%
13F Shares 7M 7M -1.44%
Total Value $154M $112M 37.16%
New Positions 13 7 +6
Increased Positions 25 25 -
Closed Positions 14 13 +1
Reduced Positions 18 26 -8
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)

67 + 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 4 ULH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Versant Capital Management, Inc 0.00% 234 $3K
2 GAMMA Investing LLC 0.00% 515 $8K
3 True Wealth Design, LLC 0.00% 1
4 Farther Finance Advisors, LLC 0.00% 6
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ULH?

Slight buying edge — 55% buying: Last quarter: 38 funds bought or added vs 31 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 — 82% AUM from top-100 funds: 26 of 68 holders are among the 100 largest funds by AUM, controlling 82% 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.

Is it too late to buy Universal Logistics Hldgs In (ULH) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), ULH has gained -1.1% vs +7.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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