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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
51
Norges Bank
Norway
$6.06M +$1.02M +27,700 +19%
HA
52
Heartland Advisors
Wisconsin
$5.71M +$107K +2,910 +2%
Renaissance Technologies
53
Renaissance Technologies
New York
$5.69M +$5.89M +159,660 New
JP Morgan Chase
54
JP Morgan Chase
New York
$5.28M -$2.04M -55,190 -27%
AAMU
55
Amundi Asset Management US
Massachusetts
$4.95M +$254K +6,890 +5%
PP
56
Pegasus Partners
Wisconsin
$4.59M -$96.3K -2,610 -2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$4.47M +$1.48K +40 +0%
QCMNJ
58
Quantum Capital Management (New Jersey)
New Jersey
$4.29M -$2.45M -66,380 -36%
Allianz Asset Management
59
Allianz Asset Management
Germany
$4.08M -$1.13M -30,730 -21%
Asset Management One
60
Asset Management One
Japan
$4.01M -$26.6K -720 -0.6%
AWCI
61
Alpine Woods Capital Investors
New York
$3.85M – – –
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$3.84M +$1.68M +45,460 +73%
Invesco
63
Invesco
Georgia
$3.83M +$79K +2,140 +2%
AAF
64
Andra AP-fonden
Sweden
$3.78M -$480K -13,000 -11%
TA
65
Teachers Advisors
New York
$3.77M +$256K +6,950 +7%
Legal & General Group
66
Legal & General Group
United Kingdom
$3.75M +$28.4K +770 +0.7%
CS
67
Credit Suisse
Switzerland
$3.67M -$18.5K -500 -0.5%
LCM
68
Landscape Capital Management
New Jersey
$3.46M -$2.66M -72,150 -43%
Victory Capital Management
69
Victory Capital Management
Texas
$3.38M -$249K -6,740 -7%
Boston Partners
70
Boston Partners
Massachusetts
$3.32M -$640K -17,350 -16%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$3.24M -$103K -2,800 -3%
MM
72
Midas Management
New York
$2.96M – – –
FCM
73
Fairbanks Capital Management
California
$2.73M +$457K +12,370 +19%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$2.69M -$225K -6,090 -7%
FCI
75
Financial Counselors Inc
Kansas
$2.63M +$20.7K +560 +0.8%
1 2
3
4 5

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.