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
Q3 2022Matrix Advisors Value FundBuy26,177154,616$6,778
Q3 2022Polen Capital ManagementBuy21,928524,945$23,014
Q3 2022Sequoia Financial AdvisorsBuy16,799133,517$5,853
Q3 2022Yacktman Asset ManagementBuy9,677314,762$13,799
Q3 2022Tweedy, Browne Co All Funds (US)Sell-18458,543$20,103
Q2 2022Gardner Russo & QuinnSell-863,4806,962,917$319,110
Q2 2022Renaissance Technologies LLCBuy792,440906,140$41,528
Q2 2022Causeway Capital ManagementBuy109,561594,188$27,232
Q2 2022First Eagle U.S. ValueBuy56,088152,618$6,994
Q2 2022Sequoia Financial AdvisorsBuy45,785116,718$5,349
Q2 2022Polen Capital ManagementSell-40,855503,017$23,053
Q2 2022Yacktman Asset ManagementBuy12,337305,085$13,982
Q2 2022Tweedy, Browne Co All Funds (US)Sell-6,175458,561$21,016
Q2 2022Dodge & Cox Stock FundSell-4,50031,971$1,465
Q2 2022Matrix Advisors Value FundBuy497128,439$5,886
Q1 2022Gardner Russo & QuinnSell-674,8157,826,397$356,649
Q1 2022Renaissance Technologies LLCSell-375,019113,700$5,181
Q1 2022Causeway Capital ManagementBuy75,226484,627$22,084
Q1 2022Sequoia Financial AdvisorsBuy60,22970,933$3,232
Q1 2022Matrix Advisors Value FundBuy41,427127,942$5,830
Q1 2022First Eagle U.S. ValueBuy39,66296,530$4,399
Q1 2022Polen Capital ManagementBuy22,612543,872$24,784
Q1 2022Yacktman Asset ManagementBuy12,202292,748$13,341
Q1 2022Tweedy, Browne Co All Funds (US)Sell-6,969464,736$21,178
Q4 2021Gardner Russo & QuinnSell-913,5568,501,212$457,280
Q4 2021Renaissance Technologies LLCSell-298,081488,719$26,288
Q4 2021Matrix Advisors Value FundBuy78,99786,515$4,654
Q4 2021Causeway Capital ManagementSell-41,896409,401$22,022
Q4 2021First Eagle U.S. ValueBuy30,71456,868$3,059
Q4 2021Yacktman Asset ManagementSell-30,568280,546$15,091

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.

Related UL Institutional Insights