UL (UL) Institutional Ownership Changes & 13F Activity

UL. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, First Eagle U.S. Value, Yacktman Asset Management, Sequoia Financial Advisors, and Tweedy, Browne Co All Funds (US).

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2023Tweedy, Browne Co All Funds (US)Sell-174,842151,724$7,909
Q2 2023First Eagle U.S. ValueBuy54,190368,819$19,226,509
Q2 2023Sequoia Financial AdvisorsSell-51,762154,982$8,079,189
Q2 2023Polen Capital ManagementSell-30,132765,200$39,889,851
Q2 2023Yacktman Asset ManagementSell-5,611304,003$15,847,676
Q2 2023Causeway Capital ManagementBuy4,614389,680$20,314,006
Q2 2023Matrix Advisors Value FundBuy2,881152,125$7,930,276
Q2 2023Dodge & Cox Stock FundSell-37123,900$1,245,907
Q1 2023Gardner Russo & QuinnSell-1,212,1934,250,863$220,747,320
Q1 2023Tweedy, Browne Co All Funds (US)Sell-104,969326,566$16,959
Q1 2023First Eagle U.S. ValueBuy53,360314,629$16,338,660
Q1 2023Causeway Capital ManagementSell-52,579385,066$19,996,473
Q1 2023Polen Capital ManagementSell-43,249795,332$41,301,607
Q1 2023Sequoia Financial AdvisorsBuy9,025206,744$10,736,209
Q1 2023Yacktman Asset ManagementBuy6,927309,614$16,078,255
Q1 2023Matrix Advisors Value FundSell-4,635149,244$7,750,241
Q1 2023Dodge & Cox Stock FundSell-70024,271$1,260,393
Q4 2022Gardner Russo & QuinnSell-944,0725,463,056$275,064,870
Q4 2022Renaissance Technologies LLCSell-872,04034,100$1,717
Q4 2022Polen Capital ManagementBuy313,636838,581$42,222,553
Q4 2022Causeway Capital ManagementSell-68,014437,645$22,035,413
Q4 2022Sequoia Financial AdvisorsBuy64,202197,719$9,955,144
Q4 2022First Eagle U.S. ValueBuy49,795261,269$13,154,912
Q4 2022Tweedy, Browne Co All Funds (US)Sell-27,008431,535$21,728
Q4 2022Yacktman Asset ManagementSell-12,075302,687$15,240,290
Q4 2022Dodge & Cox Stock FundSell-7,00024,971$1,257,290
Q4 2022Matrix Advisors Value FundSell-737153,879$7,747,808
Q3 2022Gardner Russo & QuinnSell-555,7896,407,128$280,888
Q3 2022Causeway Capital ManagementSell-88,529505,659$22,168
Q3 2022First Eagle U.S. ValueBuy58,856211,474$9,271

Frequently asked questions about UL activity

  • Which institutional owners are buying UL?

    Institutional owners buying UL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UL activity?

    "Buy" means an investor increased their reported position in UL compared to the prior reporting period. This reflects growing exposure to UL rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UL increasing?

    Institutional interest in UL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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