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U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$6.01M +$97.1K +2,850 +2%
Man Group
52
Man Group
United Kingdom
$5.98M +$488K +14,310 +9%
KAM
53
Knightsbridge Asset Management
California
$5.93M -$94.4K -2,770 -2%
Victory Capital Management
54
Victory Capital Management
Texas
$5.64M +$476K +13,980 +10%
GC
55
Greenlight Capital
New York
$5.14M +$4.92M +144,390 New
FCI
56
Financial Counselors Inc
Kansas
$4.91M +$48.7K +1,430 +1%
BIP
57
Brandes Investment Partners
California
$4.34M -$1.42M -41,590 -25%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$4.3M +$777K +22,800 +23%
HA
59
Heartland Advisors
Wisconsin
$4.13M +$2.21M +64,990 +127%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$4.05M -$1.37M -40,150 -26%
Deutsche Bank
61
Deutsche Bank
Germany
$3.9M +$485K +14,230 +15%
WC
62
Winmill & Co
New York
$3.85M -$170K -5,000 -4%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.83M -$302K -8,860 -8%
LOAMU
64
Lombard Odier Asset Management (USA)
New York
$3.72M +$3.56M +104,490 New
VCM
65
Vision Capital Management
Oregon
$3.55M -$132K -3,880 -4%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$3.51M – – –
Invesco
67
Invesco
Georgia
$3.47M -$394K -11,560 -11%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.4M -$93K -2,730 -3%
Barclays
69
Barclays
United Kingdom
$3.34M +$241K +7,060 +8%
ACI
70
AMP Capital Investors
Australia
$3.27M +$1.7M +50,000 +117%
FAF
71
Fjarde Ap-fonden
Sweden
$2.85M -$102K -3,000 -4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.83M +$176K +5,160 +7%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$2.74M +$7.84K +230 +0.3%
T
74
TOBAM
France
$2.65M +$463K +13,590 +22%
MAA
75
Mraz Amerine & Associates
California
$2.48M -$3.41K -100 -0.1%
1 2
3
4 5

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.