We are live on ! Find out more
UHAL icon

U-Haul Holding Co

289 hedge funds and large institutions have $3.62B invested in U-Haul Holding Co in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more capital invested

Capital invested by funds: $3.34B → $3.62B (+$280M)

6.55% more ownership

Funds ownership: 357.67%364.22% (+6.6%)

8% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 99

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0% less funds holding

Funds holding: 290289 (-1)

86% less call options, than puts

Call options by funds: $5.09M | Put options by funds: $35.8M

Holders
289
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
33
Increased
107
Reduced
99
Closed
33
Calls
$5.09M
Puts
$35.8M
Net Calls
-$30.8M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
301
Quantbot Technologies
New York
-$421K -8,820 Closed
CC
302
Centiva Capital
New York
-$389K -8,130 Closed
Axa
303
Axa
France
-$387K -8,100 Closed
UIM
304
USS Investment Management
United Kingdom
-$347K -7,250 Closed
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
-$319K -6,680 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
306
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$276K -5,780 Closed
VI
307
Versor Investments
New York
-$266K -5,570 Closed
CSS
308
Cubist Systematic Strategies
Connecticut
-$266K -5,560 Closed
PG
309
Pendal Group
Australia
-$240K -5,010 Closed
CIAS
310
CBIZ Investment Advisory Services
Ohio
-$239K -5,000 Closed
Squarepoint
311
Squarepoint
New York
-$233K -4,880 Closed
GTCM
312
Gyon Technologies Capital Management
New Jersey
-$231K -4,840 Closed
AG
313
AIA Group
Hong Kong
-$183K -3,820 Closed
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
-$110K -2,310 Closed
SC
315
Solstein Capital
California
-$110K -2,290 Closed
SWM
316
Sugarloaf Wealth Management
Georgia
-$48K -1,010 Closed
SOW
317
State of Wyoming
Wyoming
-$46K -960 Closed
CIA
318
Cascade Investment Advisors
Oregon
-$14.3K -300 Closed
RTC
319
Riverview Trust Company
Washington
-$12K -260 Closed
CA
320
Cetera Advisors
Colorado
+$256K +4,880 New

UHAL Hedge Fund Activity: Q3 2022 in Review

289 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2022, worth a combined $3.62B — up 8.4% from $3.34B a quarter earlier.

Fund positioning in UHAL was balanced in Q3 2022: 33 funds opened new positions, 33 closed out, 107 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.1M. The largest seller was AQR Capital Management, cutting an estimated $32.1M.

  • 289 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2022, down from 290 in Q2 2022.
  • Funds reported $3.62B of U-Haul Holding Co stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q3 2022 and 33 closed out, a net change of 0 holders.
  • The largest U-Haul Holding Co buyer in Q3 2022 was Fidelity Investments, an estimated $48.1M added.
  • The largest U-Haul Holding Co seller in Q3 2022 was AQR Capital Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2022.