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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
MetLife Investment Management
New Jersey
$3.71K
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3.71K +$3.63K +100 New
CFA
228
Carroll Financial Associates
North Carolina
$3K
GRP
229
Global Retirement Partners
California
$3K
OAJ
230
Ogorek Anthony Joseph
New York
$3K
VFA
231
Valeo Financial Advisors
Indiana
$3K
EARNEST Partners
232
EARNEST Partners
Georgia
$2K
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$2K
AC
234
Avestar Capital
New York
$1K
SF
235
Synovus Financial
Georgia
$1K
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$1K
NFG
237
Next Financial Group
Texas
$1K +$727 +20 New
NFH
238
NEXT Financial Holdings
Texas
$1K +$727 +20 New
PFO
239
Pathstone Family Office
New Jersey
$1K +$1.45K +40 New
LCM
240
Landscape Capital Management
New Jersey
-$4.8M -146,370 Closed
AWCI
241
Alpine Woods Capital Investors
New York
-$3.51M -107,000 Closed
Canada Life
242
Canada Life
Manitoba, Canada
-$1.11M -35,780 Closed
TU
243
TDAM USA
Ontario, Canada
-$965K -29,420 Closed
ARTA
244
A.R.T. Advisors
New York
-$854K -26,020 Closed
Jane Street
245
Jane Street
New York
-$666K -20,300 Closed
NIPH
246
NN Investment Partners Holdings
Netherlands
-$535K -16,300 Closed
ALAM
247
Asahi Life Asset Management
Japan
-$423K -12,900 Closed
VF
248
Virtu Financial
New York
-$324K -9,860 Closed
MOACM
249
Mutual of America Capital Management
New York
-$257K -7,840 Closed
AI
250
Atria Investments
North Carolina
-$220K -6,720 Closed

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.