We are live on ! Find out more
UHAL icon

U-Haul Holding Co

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219241 (+22)

4.72% more ownership

Funds ownership: 375.21%379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$6.65M +$342K +9,020 +5%
ZDA
52
Zweig-DiMenna Associates
New York
$6.32M +$6.38M +168,090 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.07M +$104K +2,750 +2%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$5.97M +$5.69K +150 +0.1%
CS
55
Credit Suisse
Switzerland
$5.82M +$456K +12,020 +8%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$5.81M +$2.86M +75,310 +95%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.59M +$888K +23,400 +19%
Invesco
58
Invesco
Georgia
$5.48M -$136K -3,570 -2%
FCI
59
Financial Counselors Inc
Kansas
$5.02M +$1.67M +44,080 +49%
HCM
60
Harspring Capital Management
New York
$4.58M +$4.63M +121,990 New
WG
61
Winton Group
United Kingdom
$4.29M +$496K +13,070 +13%
WC
62
Winmill & Co
New York
$4.25M +$1.14M +30,000 +36%
Renaissance Technologies
63
Renaissance Technologies
New York
$4.2M +$4.24M +111,660 New
FAF
64
Första AP-fonden
Sweden
$3.95M -$455K -12,000 -10%
VCM
65
Vision Capital Management
Oregon
$3.93M -$140K -3,680 -3%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M -$20.5K -540 -0.6%
AAF
67
Andra AP-fonden
Sweden
$3.19M -$873K -23,000 -21%
ZCA
68
Zeke Capital Advisors
Pennsylvania
$2.92M -$5.31K -140 -0.2%
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
$2.86M +$609K +16,040 +27%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$2.84M -$257K -6,770 -8%
Squarepoint
71
Squarepoint
New York
$2.81M +$2.44M +64,410 +628%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.8M -$417K -10,990 -13%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.78M +$1.33M +35,150 +91%
FCM
74
Fairbanks Capital Management
California
$2.73M -$187K -4,930 -6%
BA
75
Bridgewater Associates
Connecticut
$2.69M +$2.72M +71,540 New

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.