U-Haul Holding Co
UHAL
230 hedge funds and large institutions have $2.42B invested in U-Haul Holding Co in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 31 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 69
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.48% more ownership
Funds ownership: 375.05% → 376.53% (+1.5%)
3% less funds holding
Funds holding: 238 → 230 (-8)
8% less capital invested
Capital invested by funds: $2.62B → $2.42B (-$206M)
23% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.5M |
| 2 |
ICM
Indaba Capital Management
San Francisco,
California
|
+$24.6M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$11.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.9M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSC
Harbor Spring Capital
New York
|
-$41.4M |
| 2 |
First Manhattan
New York
|
-$35.4M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$16M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$11M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$10.8M |
UHAL Hedge Fund Activity: Q4 2018 in Review
230 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2018, worth a combined $2.42B — down 7.8% from $2.62B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UHAL and 24 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 98 added.
The largest buyer was BlackRock, adding an estimated $38.5M. The largest seller was Harbor Spring Capital, exiting entirely with an estimated $41.4M sold.
- 230 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2018, down from 238 in Q3 2018.
- Funds reported $2.42B of U-Haul Holding Co stock for Q4 2018, down 7.8% quarter-over-quarter.
- 24 funds opened new U-Haul Holding Co positions in Q4 2018 and 31 closed out, a net change of -7 holders.
- The largest U-Haul Holding Co buyer in Q4 2018 was BlackRock, an estimated $38.5M added.
- The largest U-Haul Holding Co seller in Q4 2018 was Harbor Spring Capital, an estimated $41.4M sold.
Based on aggregated 13F filings for Q4 2018.