U-Haul Holding Co
UHAL
214 hedge funds and large institutions have $456M invested in U-Haul Holding Co in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 7 increasing their positions, 164 reducing their positions, and 113 closing their positions.
26% less funds holding
Funds holding: 289 → 214 (-75)
35% less call options, than puts
Call options by funds: $4.86M | Put options by funds: $7.52M
62% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 113
82% less funds holding in top 10
Funds holding in top 10: 11 → 2 (-9)
87% less capital invested
Capital invested by funds: $3.62B → $456M (-$3.17B)
96% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 164
323.25% less ownership
Funds ownership: 364.22% → 40.97% (-323%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$20.8M |
| 2 |
Lazard Asset Management
New York
|
+$17.2M |
| 3 |
LPC
Long Pond Capital
New York
|
+$9.79M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$7.21M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$435M |
| 2 |
BlackRock
New York
|
-$385M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$379M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$257M |
| 5 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$220M |
UHAL Hedge Fund Activity: Q4 2022 in Review
214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2022, worth a combined $456M — down 87% from $3.62B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of UHAL and 43 opened new positions — a net loss of 70 holders — while 164 trimmed existing stakes and 7 added.
The largest buyer was Millennium Management, adding an estimated $20.8M. The largest seller was Vanguard Group, cutting an estimated $435M.
- 214 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2022, down from 289 in Q3 2022.
- Funds reported $456M of U-Haul Holding Co stock for Q4 2022, down 87% quarter-over-quarter.
- 43 funds opened new U-Haul Holding Co positions in Q4 2022 and 113 closed out, a net change of -70 holders.
- The largest U-Haul Holding Co buyer in Q4 2022 was Millennium Management, an estimated $20.8M added.
- The largest U-Haul Holding Co seller in Q4 2022 was Vanguard Group, an estimated $435M sold.
Based on aggregated 13F filings for Q4 2022.