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U-Haul Holding Co
UHAL

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219 → 241 (+22)

4.72% more ownership

Funds ownership: 375.21% → 379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tran Capital Management
California
+$20.8M
2
BlackRock
BlackRock
New York
+$14.6M
3
LHC
Lodge Hill Capital
New York
+$11.3M
4
RP
Reinhart Partners
Wisconsin
+$6.79M
5
SI
Scout Investments
Missouri
+$6.66M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$65.5M
2
ICM
Indaba Capital Management
California
-$24.3M
3
ISL
Ingalls & Snyder LLC
New York
-$9.52M
4
Goldman Sachs
Goldman Sachs
New York
-$5.09M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$21M -$2.53M -66,750 -11%
Swiss National Bank
27
Swiss National Bank
Switzerland
$20.7M -$152K -4,000 -0.7%
TCM
28
Tran Capital Management
California
$20.6M +$20.8M +546,880 New
Wells Fargo
29
Wells Fargo
California
$19.6M -$3.14M -82,750 -14%
CTA
30
Carillon Tower Advisers
Florida
$19M +$4.46M +117,500 +30%
Morgan Stanley
31
Morgan Stanley
New York
$17.5M +$277K +7,300 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$16.7M -$1.79M -47,190 -10%
N
33
Nuveen
North Carolina
$16.4M -$617K -16,250 -4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$12.8M -$1.4M -37,000 -10%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$12.5M +$237K +6,240 +2%
Norges Bank
36
Norges Bank
Norway
$12.3M – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$12M +$1.6M +42,130 +15%
UBS AM
38
UBS AM
Illinois
$12M +$100K +2,640 +0.8%
WIM
39
Wilen Investment Management
Florida
$11.7M -$1.02M -26,910 -8%
LHC
40
Lodge Hill Capital
New York
$11.2M +$11.3M +299,000 New
SIC
41
Schwartz Investment Counsel
Michigan
$10.1M +$3.8M +100,000 +59%
Victory Capital Management
42
Victory Capital Management
Texas
$8.64M +$487K +12,830 +6%
EAM
43
Erste Asset Management
Austria
$8.6M – – –
Deutsche Bank
44
Deutsche Bank
Germany
$8.12M +$374K +9,860 +5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$7.74M +$4.14M +108,980 +115%
PPA
46
Parametric Portfolio Associates
Washington
$7.65M +$1.96M +51,570 +34%
DA
47
Denali Advisors
California
$7.22M -$1.9M -50,000 -21%
BIP
48
Brandes Investment Partners
California
$7.08M -$242K -6,370 -3%
HA
49
Heartland Advisors
Wisconsin
$7.08M +$1.66M +43,730 +30%
PAIM
50
Punch & Associates Investment Management
Minnesota
$6.96M -$162K -4,260 -2%
1
2
3 4 5

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.