We are live on ! Find out more
UHAL icon

U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
BerganKDV Wealth Management
Minnesota
$1K – – –
NFG
227
Next Financial Group
Texas
$1K +$1.02K +30 New
PFWA
228
Paces Ferry Wealth Advisors
Georgia
$1K +$1.02K +30 New
QCG
229
Quadrant Capital Group
Ohio
$1K +$1.02K +30 New
MAM
230
Meeder Asset Management
Ohio
$1K +$1.36K +40 New
SSB
231
Sandy Spring Bank
Maryland
$1K +$1.36K +40 New
Millennium Management
232
Millennium Management
New York
$563 -$1.04M -30,580 -66%
TPCW
233
TD Private Client Wealth
New York
$356 – – –
ISL
234
Ingalls & Snyder LLC
New York
– -$5.98M -197,970 Closed
Squarepoint
235
Squarepoint
New York
– -$3.15M -104,150 Closed
CIC
236
Chilton Investment Company
Connecticut
– -$2.75M -91,170 Closed
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
– -$2.42M -80,000 Closed
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.99M -66,000 Closed
MWNA
239
Marshall Wace North America
New York
– -$1.67M -55,130 Closed
CSS
240
Cubist Systematic Strategies
Connecticut
– -$1.42M -46,900 Closed
Two Sigma Investments
241
Two Sigma Investments
New York
– -$1.37M -45,190 Closed
ECM
242
ExodusPoint Capital Management
New York
– -$1.1M -36,390 Closed
Assenagon Asset Management
243
Assenagon Asset Management
Luxembourg
– -$1.09M -36,180 Closed
MSE
244
MUFG Securities EMEA
United Kingdom
– -$907K -30,000 Closed
HFS
245
Haverford Financial Services
Pennsylvania
– -$883K -29,230 Closed
Marshall Wace
246
Marshall Wace
United Kingdom
– -$856K -28,330 Closed
Korea Investment Corp
247
Korea Investment Corp
South Korea
– -$755K -25,000 Closed
LCM
248
Laurion Capital Management
New York
– -$647K -21,400 Closed
Jane Street
249
Jane Street
New York
– -$602K -19,930 Closed
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
– -$533K -17,640 Closed
7 8 9
10
11

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.