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U-Haul Holding Co
UHAL

244 hedge funds and large institutions have $2.13B invested in U-Haul Holding Co in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

9.14% more ownership

Funds ownership: 379.93% → 389.07% (+9.1%)

1% more funds holding

Funds holding: 241 → 244 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

23% less capital invested

Capital invested by funds: $2.77B → $2.13B (-$638M)

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
5.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
89
Reduced
75
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP
JNE Partners
United Kingdom
+$27.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.4M
3
YAM
Yacktman Asset Management
Texas
+$14.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$12.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.76M

Top Sellers

Rank Fund Capital Flow
1
WQ
Wealth Quarterback
New Jersey
-$28.1M
2
TCM
Tran Capital Management
California
-$15.4M
3
LHC
Lodge Hill Capital
New York
-$11.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$9.45M
5
Goldman Sachs
Goldman Sachs
New York
-$9.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$3K +$3.04K +90 New
CFA
227
Carroll Financial Associates
North Carolina
$2K – – –
EARNEST Partners
228
EARNEST Partners
Georgia
$2K – – –
OAJ
229
Ogorek Anthony Joseph
New York
$2K – – –
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
VFA
231
Valeo Financial Advisors
Indiana
$2K – – –
OPS
232
Orion Portfolio Solutions
Nebraska
$2K +$338 +10 +20%
ABC
233
Associated Banc-Corp
Wisconsin
$2K +$2.03K +60 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2K +$2.36K +70 New
EWP
235
Engrave Wealth Partners
Texas
$1K -$2.7K -80 -57%
BAM
236
Bellevue Asset Management
Washington
$1K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
IA
238
IFP Advisors
Florida
$1K +$675 +20 New
WT
239
Washington Trust
Rhode Island
$1K +$675 +20 New
SFSIG
240
San Francisco Sentry Investment Group
California
$1K +$1.01K +30 New
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.69K +50 New
GWS
242
Glassman Wealth Services
Virginia
$1K +$1.69K +50 New
OAM
243
Optimal Asset Management
California
$642 +$472K +13,980 +172%
TPCW
244
TD Private Client Wealth
New York
$291 – – –
LHC
245
Lodge Hill Capital
New York
– -$11.2M -299,000 Closed
EAM
246
Erste Asset Management
Austria
– -$7.77M -230,000 Closed
HCM
247
Harspring Capital Management
New York
– -$4.58M -121,990 Closed
Renaissance Technologies
248
Renaissance Technologies
New York
– -$4.2M -111,660 Closed
FAF
249
Första AP-fonden
Sweden
– -$3.95M -105,000 Closed
Squarepoint
250
Squarepoint
New York
– -$2.81M -74,670 Closed
8 9
10
11 12

UHAL Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2020, worth a combined $2.13B — down 23% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UHAL positions and 35 closed out — a net gain of 7 holders — while 89 added to existing stakes and 75 trimmed.

The largest buyer was JNE Partners, opening a new position worth an estimated $27.2M. The largest seller was Wealth Quarterback, cutting an estimated $28.1M.

  • 244 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2020, up from 241 in Q4 2019.
  • Funds reported $2.13B of U-Haul Holding Co stock for Q1 2020, down 23% quarter-over-quarter.
  • 42 funds opened new U-Haul Holding Co positions in Q1 2020 and 35 closed out, a net change of +7 holders.
  • The largest U-Haul Holding Co buyer in Q1 2020 was JNE Partners, an estimated $27.2M added.
  • The largest U-Haul Holding Co seller in Q1 2020 was Wealth Quarterback, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2020.