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U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$22.3M +$53.1K +1,560 +0.2%
TAM
27
Third Avenue Management
New York
$20.8M -$861K -25,280 -4%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$19.3M +$18.4M +541,000 New
Morgan Stanley
29
Morgan Stanley
New York
$18.1M +$845K +24,810 +5%
SI
30
Scout Investments
Missouri
$16.9M -$456K -13,390 -3%
First Trust Advisors
31
First Trust Advisors
Illinois
$15.3M +$9.85M +289,230 +205%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13.8M -$246K -7,210 -2%
SFM
33
Systematic Financial Management
New Jersey
$13.6M -$583K -17,100 -4%
Wells Fargo
34
Wells Fargo
California
$13.4M +$304K +8,910 +2%
N
35
Nuveen
North Carolina
$13.4M -$2.21M -64,860 -15%
Legal & General Group
36
Legal & General Group
United Kingdom
$12.9M +$518K +15,210 +4%
CTA
37
Carillon Tower Advisers
Florida
$12.9M -$86.2K -2,530 -0.7%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$12.5M -$149K -4,370 -1%
Goldman Sachs
39
Goldman Sachs
New York
$12.5M -$3.34M -98,030 -22%
UBS AM
40
UBS AM
Illinois
$12.3M +$818K +24,020 +7%
WIM
41
Wilen Investment Management
Florida
$10.1M -$1.05M -30,690 -11%
ACH
42
ArrowMark Colorado Holdings
Colorado
$9.61M – – –
CS
43
Credit Suisse
Switzerland
$8.88M -$424K -12,440 -5%
PL
44
Perpetual Ltd
Australia
$8.62M +$5.15M +151,050 +166%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$8.54M -$341K -10,000 -4%
WG
46
Winton Group
United Kingdom
$8.21M +$1.87M +54,800 +31%
SIC
47
Schwartz Investment Counsel
Michigan
$7.65M +$1.7M +50,000 +30%
PAIM
48
Punch & Associates Investment Management
Minnesota
$6.62M -$94.4K -2,770 -1%
PPA
49
Parametric Portfolio Associates
Washington
$6.61M -$1.32M -38,620 -17%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$6.05M -$207K -6,090 -3%
1
2
3 4 5

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.