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U-Haul Holding Co
UHAL

276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

33% more capital invested

Capital invested by funds: $3.16B → $4.2B (+$1.04B)

6% more funds holding

Funds holding: 260 → 276 (+16)

6.14% less ownership

Funds ownership: 356.09% → 349.95% (-6.1%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
4.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
49
Increased
84
Reduced
103
Closed
31
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$2.08M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$42.5M
2
Wells Fargo
Wells Fargo
California
+$18.2M
3
Norges Bank
Norges Bank
Norway
+$16.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$14.8M
5
SCM
Scopia Capital Management
New York
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
SM
Senvest Management
New York
-$62.8M
2
Bank of America
Bank of America
North Carolina
-$36.5M
3
BC
Bruce & Co
Illinois
-$18.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.9M
5
State Street
State Street
Massachusetts
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
301
Point72 Hong Kong
Hong Kong
– -$43K -950 Closed
ASN
302
Advisory Services Network
Georgia
– -$20K -440 Closed
FCH
303
Freestone Capital Holdings
Washington
– -$12.3K -270 Closed
FQ
304
First Quadrant
California
– -$9K -200 Closed
BBHC
305
Brown Brothers Harriman & Co
New York
– -$1K -30 Closed
TF
306
Tompkins Financial
New York
– -$1K -30 Closed
VCG
307
Vantage Consulting Group
Virginia
– -$1K -20 Closed
TPCW
308
TD Private Client Wealth
New York
– -$454 -10 Closed
9 10 11 12
13

UHAL Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.

  • 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
  • The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2021.