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U-Haul Holding Co
UHAL

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219 → 241 (+22)

4.72% more ownership

Funds ownership: 375.21% → 379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tran Capital Management
California
+$20.8M
2
BlackRock
BlackRock
New York
+$14.6M
3
LHC
Lodge Hill Capital
New York
+$11.3M
4
RP
Reinhart Partners
Wisconsin
+$6.79M
5
SI
Scout Investments
Missouri
+$6.66M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$65.5M
2
ICM
Indaba Capital Management
California
-$24.3M
3
ISL
Ingalls & Snyder LLC
New York
-$9.52M
4
Goldman Sachs
Goldman Sachs
New York
-$5.09M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
S
227
SignatureFD
Georgia
$4K – – –
CFA
228
Carroll Financial Associates
North Carolina
$3K – – –
LWA
229
Lenox Wealth Advisors
New York
$3K – – –
OAJ
230
Ogorek Anthony Joseph
New York
$3K – – –
VFA
231
Valeo Financial Advisors
Indiana
$3K – – –
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.04K +80 New
EARNEST Partners
233
EARNEST Partners
Georgia
$2K – – –
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
OPS
235
Orion Portfolio Solutions
Nebraska
$2K +$1.9K +50 New
QCG
236
Quadrant Capital Group
Ohio
$2K +$2.28K +60 New
PWMG
237
Prestige Wealth Management Group
New Jersey
$1K -$1.14K -30 -60%
BAM
238
Bellevue Asset Management
Washington
$1K +$759 +20 New
VCM
239
Versant Capital Management
Arizona
$1K +$1.14K +30 New
TPCW
240
TD Private Client Wealth
New York
$376 +$380 +10 New
ICM
241
Indaba Capital Management
California
– -$24.3M -623,010 Closed
ISL
242
Ingalls & Snyder LLC
New York
– -$9.52M -244,090 Closed
NIS
243
National Investment Services
Wisconsin
– -$1.83M -46,860 Closed
QIM
244
Quantitative Investment Management
Virginia
– -$1.36M -34,830 Closed
SLAM
245
Swiss Life Asset Management
– -$1.18M -30,350 Closed
Jacobs Levy Equity Management
246
Jacobs Levy Equity Management
New Jersey
– -$986K -25,290 Closed
Voloridge Investment Management
247
Voloridge Investment Management
Florida
– -$655K -16,790 Closed
LAIC
248
Lederer & Associates Investment Counsel
California
– -$567K -14,540 Closed
Brown Advisory
249
Brown Advisory
Maryland
– -$381K -9,760 Closed
TD Asset Management
250
TD Asset Management
Ontario, Canada
– -$211K -5,420 Closed
7 8 9
10
11

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.