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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
Verition Fund Management
251
Verition Fund Management
Connecticut
– -$509K -16,830 Closed
ACM
252
AlphaCrest Capital Management
New York
– -$299K -9,880 Closed
OMC
253
Old Mission Capital
Illinois
– -$290K -9,590 Closed
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
– -$275K -9,100 Closed
Allianz Asset Management
255
Allianz Asset Management
Germany
– -$222K -7,350 Closed
VF
256
Virtu Financial
New York
– -$216K -7,150 Closed
TSS
257
Two Sigma Securities
New York
– -$204K -6,750 Closed
ClearBridge Investments
258
ClearBridge Investments
New York
– -$60K -2,000 Closed
QT
259
Quantbot Technologies
New York
– -$23K -770 Closed
PAG
260
Private Advisor Group
New Jersey
– -$21K -700 Closed
CFG
261
Citizens Financial Group
Rhode Island
– -$15K -500 Closed
CAN
262
Cetera Advisor Networks
California
– -$13K -430 Closed
CFGS
263
Concourse Financial Group Securities
Alabama
– -$10.2K -300 -97%
BL
264
Balentine LLC
Georgia
– -$6K -190 Closed
AIL
265
AGF Investments LLC
Ontario, Canada
– -$3K -100 Closed
RFA
266
Reilly Financial Advisors
California
– -$3K -100 Closed
OPS
267
Orion Portfolio Solutions
Nebraska
– -$1K -30 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.