U-Haul Holding Co
UHAL
291 hedge funds and large institutions have $4.53B invested in U-Haul Holding Co in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 118 reducing their positions, and 22 closing their positions.
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
8% more capital invested
Capital invested by funds: $4.21B → $4.53B (+$326M)
4% more funds holding
Funds holding: 281 → 291 (+10)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
5.11% less ownership
Funds ownership: 363.18% → 358.07% (-5.1%)
30% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 118
97% less call options, than puts
Call options by funds: $441K | Put options by funds: $14.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$25.8M |
| 2 |
BlackRock
New York
|
+$14.2M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$9.63M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$9.16M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.7M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$30.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.6M |
| 4 |
Millennium Management
New York
|
-$20.5M |
| 5 |
BC
Bruce & Co
Chicago,
Illinois
|
-$8.53M |
UHAL Hedge Fund Activity: Q3 2021 in Review
291 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2021, worth a combined $4.53B — up 7.8% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UHAL positions and 22 closed out — a net gain of 11 holders — while 83 added to existing stakes and 118 trimmed.
The largest buyer was APG Asset Management, adding an estimated $25.8M. The largest seller was Wellington Management Group, cutting an estimated $33.7M.
- 291 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2021, up from 281 in Q2 2021.
- Funds reported $4.53B of U-Haul Holding Co stock for Q3 2021, up 7.8% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co positions in Q3 2021 and 22 closed out, a net change of +11 holders.
- The largest U-Haul Holding Co buyer in Q3 2021 was APG Asset Management, an estimated $25.8M added.
- The largest U-Haul Holding Co seller in Q3 2021 was Wellington Management Group, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2021.