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U-Haul Holding Co
UHAL

250 hedge funds and large institutions have $2.26B invested in U-Haul Holding Co in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 73

5.97% more ownership

Funds ownership: 301.74% → 307.71% (+6%)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $2.17B → $2.26B (+$95.6M)

0% more funds holding

Funds holding: 250 → 250 (0)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
28
Increased
89
Reduced
73
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$73.7M
2
KCM
Kingstown Capital Management
New York
+$36.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$13.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
GC
Greenlight Capital
New York
-$63.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$27.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$15.6M
4
NM
Newtyn Management
New York
-$14.2M
5
CCP
Clough Capital Partners
Massachusetts
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Greenlight Capital
New York
$18.7M -$63.5M -1,700,000 -77%
EIP
27
Epoch Investment Partners
New York
$17M -$468K -12,530 -3%
CWAM
28
Columbia Wanger Asset Management
Illinois
$16.3M -$1.35M -36,080 -8%
Northern Trust
29
Northern Trust
Illinois
$15.3M +$3.71M +99,180 +32%
WIM
30
Wilen Investment Management
Florida
$14.7M -$430K -11,500 -3%
Two Sigma Investments
31
Two Sigma Investments
New York
$13.5M +$13.4M +359,800 New
CCP
32
Clough Capital Partners
Massachusetts
$13.3M -$14M -375,000 -51%
SI
33
Scout Investments
Missouri
$12.2M -$294K -7,870 -2%
SFM
34
Systematic Financial Management
New Jersey
$11.6M +$419K +11,210 +4%
Charles Schwab
35
Charles Schwab
California
$10.7M +$1.43M +38,150 +15%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$10.2M +$760K +20,350 +8%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$10.2M +$9.15M +245,000 +875%
Swiss National Bank
38
Swiss National Bank
Switzerland
$9.48M +$37.4K +1,000 +0.4%
SC
39
Skylands Capital
Wisconsin
$9.38M -$1.92M -51,500 -17%
PAIM
40
Punch & Associates Investment Management
Minnesota
$9.35M -$89.3K -2,390 -0.9%
QCMNJ
41
Quantum Capital Management (New Jersey)
New Jersey
$8.06M -$109K -2,910 -1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$7.94M +$343K +9,190 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$7.83M -$180K -4,830 -2%
FQ
44
First Quadrant
California
$7.68M – – –
Renaissance Technologies
45
Renaissance Technologies
New York
$7.6M +$1.72M +46,000 +29%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.5M -$1.02M -27,350 -12%
BIP
47
Brandes Investment Partners
California
$7.46M -$4.59M -122,820 -38%
TCIM
48
TIAA CREF Investment Management
New York
$7.22M +$25.4K +680 +0.4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$6.86M -$1.74M -46,640 -20%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$6.46M -$246K -6,590 -4%
1
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3 4 5

UHAL Hedge Fund Activity: Q3 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2017, worth a combined $2.26B — up 4.4% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UHAL positions and 26 closed out — a net gain of 2 holders — while 89 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.7M. The largest seller was Greenlight Capital, cutting an estimated $63.5M.

  • 250 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.26B of U-Haul Holding Co stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 28 funds opened new U-Haul Holding Co positions in Q3 2017 and 26 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2017 was Vanguard Group, an estimated $73.7M added.
  • The largest U-Haul Holding Co seller in Q3 2017 was Greenlight Capital, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2017.