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
Q4 2021Tweedy, Browne Co All Funds (US)Sell-26,987471,705$25,373
Q4 2021Polen Capital ManagementSell-13,444521,260$28,039
Q4 2021Sequoia Financial AdvisorsBuy2,82810,704$576
Q4 2021Dodge & Cox Stock FundSell-2,50036,471$1,962
Q3 2021Gardner Russo & QuinnSell-319,6579,414,768$510,469
Q3 2021Renaissance Technologies LLCBuy162,360786,800$42,660
Q3 2021Yacktman Asset ManagementBuy68,109311,114$16,869
Q3 2021Causeway Capital ManagementBuy44,662451,297$24,469
Q3 2021Polen Capital ManagementBuy34,787534,704$28,992
Q3 2021First Eagle U.S. ValueBuy10,33826,154$1,418
Q3 2021Dodge & Cox Stock FundSell-7,50038,971$2,113
Q3 2021Tweedy, Browne Co All Funds (US)Sell-6,188498,692$27,039
Q2 2021Renaissance Technologies LLCBuy391,300624,440$36,530
Q2 2021Gardner Russo & QuinnSell-301,0029,734,425$569,464
Q2 2021Causeway Capital ManagementBuy74,440406,635$23,788
Q2 2021Tweedy, Browne Co All Funds (US)Sell-54,621504,880$29,535
Q2 2021First Eagle U.S. ValueBuy15,00115,816$925
Q2 2021Polen Capital ManagementSell-12,011499,917$29,245
Q2 2021Yacktman Asset ManagementSell-10,006243,005$14,216
Q2 2021Dodge & Cox Stock FundSell-1,00046,471$2,719
Q2 2021Sequoia Financial AdvisorsBuy5697,876$461
Q1 2021Gardner Russo & QuinnSell-1,120,19710,035,427$560,278
Q1 2021Renaissance Technologies LLCSell-436,900233,140$13,016
Q1 2021Causeway Capital ManagementBuy332,195332,195$18,546
Q1 2021Polen Capital ManagementSell-165,589511,928$28,581
Q1 2021Matrix Advisors Value FundSell-45,8027,518$420
Q1 2021Yacktman Asset ManagementBuy10,397253,011$14,126
Q1 2021Tweedy, Browne Co All Funds (US)Sell-3,929559,501$31,237
Q1 2021Dodge & Cox Stock FundSell-1,26747,471$2,650
Q1 2021First Eagle U.S. ValueBuy480815$46

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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