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 2017Dodge & Cox Stock FundSell-8,80014,700$796
Q2 2017Sequoia Financial AdvisorsBuy4,1254,125$223
Q2 2017Tweedy, Browne Co All Funds (US)Sell-2,318279,409$15,122
Q1 2017Dodge & Cox Stock FundSell-10,00023,500$1,159
Q1 2017Tweedy, Browne Co All Funds (US)Sell-329281,727$13,900
Q4 2016Dodge & Cox Stock FundSell-26,90033,500$1,363
Q4 2016Tweedy, Browne Co All Funds (US)Sell-1,671282,056$11,480
Q3 2016Dodge & Cox Stock FundSell-7,70060,400$2,863
Q3 2016Tweedy, Browne Co All Funds (US)Sell-805283,727$13,449
Q2 2016Dodge & Cox Stock FundSell-42,30668,100$3,263
Q2 2016Matrix Advisors Value FundBuy83971,950$3,447
Q1 2016Renaissance Technologies LLCBuy230,100418,240$18,896
Q1 2016Dodge & Cox Stock FundSell-18,400110,406$4,988
Q1 2016Matrix Advisors Value FundBuy67971,111$3,213
Q4 2015Renaissance Technologies LLCSell-145,940188,140$8,113
Q4 2015Dodge & Cox Stock FundSell-13,600128,806$5,554
Q4 2015Matrix Advisors Value FundBuy1,71870,432$3,037
Q3 2015Renaissance Technologies LLCBuy231,880334,080$13,624
Q3 2015Dodge & Cox Stock FundSell-57,885142,406$5,807
Q3 2015Matrix Advisors Value FundBuy2,17668,714$2,802
Q3 2015Tweedy, Browne Co All Funds (US)Sell-405284,532$11,603
Q2 2015Dodge & Cox Stock FundSell-202,767200,291$8,605
Q2 2015Matrix Advisors Value FundBuy6,77366,538$2,858
Q1 2015Dodge & Cox Stock FundSell-57,960403,058$16,812
Q1 2015Matrix Advisors Value FundBuy1,71959,765$2,493
Q1 2015Tweedy, Browne Co All Funds (US)Sell-1,020284,937$11,885
Q4 2014Dodge & Cox Stock FundSell-7,610,850461,018$18,662
Q4 2014Renaissance Technologies LLCSell-287,989102,200$4,137
Q4 2014Tweedy, Browne Co All Funds (US)Sell-3,000285,957$11,576
Q4 2014Matrix Advisors Value FundBuy2,30358,046$2,350

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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