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U-Haul Holding Co
UHAL

236 hedge funds and large institutions have $2.16B invested in U-Haul Holding Co in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 70

9.25% more ownership

Funds ownership: 285.5% → 294.75% (+9.2%)

5% more funds holding

Funds holding: 225 → 236 (+11)

4% more capital invested

Capital invested by funds: $2.07B → $2.16B (+$91.5M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
37
Increased
78
Reduced
70
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$109M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.2M
3
ACM
Abrams Capital Management
Massachusetts
+$62.7M
4
First Manhattan
First Manhattan
New York
+$61.4M
5
VFPI
Vantage Financial Partners (Illinois)
Illinois
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
MP
Manikay Partners
New York
-$46.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$32.2M
3
NC
Nicholas Company
Wisconsin
-$25.8M
4
AA
Ancient Art
Texas
-$20.9M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Reinhart Partners
Wisconsin
$18.4M +$18.2M +483,310 New
First Trust Advisors
27
First Trust Advisors
Illinois
$18.4M -$5.02M -133,690 -22%
SFM
28
Systematic Financial Management
New Jersey
$18.4M -$908K -24,170 -5%
SI
29
Scout Investments
Missouri
$17.6M -$196K -5,220 -1%
EIP
30
Epoch Investment Partners
New York
$17.5M -$2.06M -54,730 -11%
Norges Bank
31
Norges Bank
Norway
$16.4M -$4.17M -110,890 -21%
WIM
32
Wilen Investment Management
Florida
$15.6M -$620K -16,500 -4%
DA
33
Denali Advisors
California
$15.1M +$1.69M +45,000 +13%
Allianz Asset Management
34
Allianz Asset Management
Germany
$14.5M -$2.06M -54,690 -13%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$14M +$476K +12,660 +4%
SC
36
Skylands Capital
Wisconsin
$13.8M -$625K -16,630 -4%
Northern Trust
37
Northern Trust
Illinois
$12.5M +$489K +13,020 +4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$12.5M -$808K -21,500 -6%
Renaissance Technologies
39
Renaissance Technologies
New York
$10.9M +$5.41M +144,000 +102%
PAIM
40
Punch & Associates Investment Management
Minnesota
$9.82M +$50.4K +1,340 +0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$9.78M -$161K -4,280 -2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$9.57M -$413K -11,000 -4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$9.22M +$1.99M +53,000 +28%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$8.36M +$241K +6,420 +3%
Charles Schwab
45
Charles Schwab
California
$8.22M +$479K +12,750 +6%
T
46
Tahithromos
New York
$7.88M – – –
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$7.83M +$74.4K +1,980 +1%
FQ
48
First Quadrant
California
$7.81M – – –
QCMNJ
49
Quantum Capital Management (New Jersey)
New Jersey
$7.13M +$7.03M +186,920 New
PIM
50
Perkins Investment Management
Illinois
$7.08M +$1.39M +37,050 +25%
1
2
3 4 5

UHAL Hedge Fund Activity: Q1 2017 in Review

236 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2017, worth a combined $2.16B — up 4.4% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UHAL positions and 19 closed out — a net gain of 18 holders — while 78 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manikay Partners, exiting entirely with an estimated $46.2M sold.

  • 236 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2017, up from 225 in Q4 2016.
  • Funds reported $2.16B of U-Haul Holding Co stock for Q1 2017, up 4.4% quarter-over-quarter.
  • 37 funds opened new U-Haul Holding Co positions in Q1 2017 and 19 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest U-Haul Holding Co seller in Q1 2017 was Manikay Partners, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2017.