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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Heartland Advisors
Wisconsin
$5.91M +$70.9K +1,950 +1%
PPA
52
Parametric Portfolio Associates
Washington
$5.86M +$1.88M +51,800 +49%
EIP
53
Epoch Investment Partners
New York
$5.79M -$1.7M -46,770 -23%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$4.86M +$1.55M +42,650 +48%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.77M -$89K -2,450 -2%
Invesco
56
Invesco
Georgia
$4.75M +$562K +15,470 +14%
Renaissance Technologies
57
Renaissance Technologies
New York
$4.74M -$4.61M -127,000 -50%
AAMU
58
Amundi Asset Management US
Massachusetts
$4.53M -$973K -26,770 -18%
Victory Capital Management
59
Victory Capital Management
Texas
$4.49M +$953K +26,230 +28%
JP Morgan Chase
60
JP Morgan Chase
New York
$4.44M +$58.5K +1,610 +1%
TA
61
Teachers Advisors
New York
$4.3M +$24K +660 +0.6%
FQ
62
First Quadrant
California
$4.13M -$3.16M -86,930 -44%
AAF
63
Andra AP-fonden
Sweden
$3.57M +$3.49M +96,000 New
CS
64
Credit Suisse
Switzerland
$3.43M -$1.01M -27,770 -23%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$3.43M +$1.68M +46,200 +100%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$3.38M
VCM
67
Vision Capital Management
Oregon
$3.3M +$44K +1,210 +1%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$3.2M -$3.93M -108,260 -56%
MM
69
Midas Management
New York
$3.08M
PP
70
Pegasus Partners
Wisconsin
$3.08M +$959K +26,390 +47%
FCI
71
Financial Counselors Inc
Kansas
$3.05M +$270K +7,420 +10%
Boston Partners
72
Boston Partners
Massachusetts
$3.02M -$182K -5,020 -6%
FAF
73
Fjarde Ap-fonden
Sweden
$3.01M +$1.85M +50,930 +169%
Allianz Asset Management
74
Allianz Asset Management
Germany
$2.93M -$1.36M -37,540 -32%
Skandinaviska Enskilda Banken (SEB)
75
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.92M +$2.56M +70,530 +888%

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.