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U-Haul Holding Co

276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more capital invested

Capital invested by funds: $3.16B → $4.2B (+$1.04B)

6% more funds holding

Funds holding: 260276 (+16)

6.14% less ownership

Funds ownership: 356.09%349.95% (-6.1%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
4.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
49
Increased
84
Reduced
103
Closed
31
Calls
$2.76M
Puts
Net Calls
+$2.76M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
51
Punch & Associates Investment Management
Minnesota
$11.1M -$32.5K -610 -0.3%
Victory Capital Management
52
Victory Capital Management
Texas
$10.5M +$1.04M +19,560 +13%
Deutsche Bank
53
Deutsche Bank
Germany
$10.3M +$2.55M +47,910 +40%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$10.3M -$3.03M -57,000 -25%
KAM
55
Knightsbridge Asset Management
California
$9.77M -$218K -4,090 -3%
HA
56
Heartland Advisors
Wisconsin
$9.31M -$2.08M -39,050 -20%
FCI
57
Financial Counselors Inc
Kansas
$9.1M +$275K +5,170 +4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$8.92M +$714K +13,430 +10%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$8.72M +$5.85M +109,910 +338%
RAM
60
RK Asset Management
Michigan
$8.43M +$7.32M +137,580 New
Ameriprise
61
Ameriprise
Minnesota
$8.19M +$3.91M +73,510 +122%
AFR
62
Applied Fundamental Research
Massachusetts
$7.53M -$177K -3,330 -3%
WC
63
Winmill & Co
New York
$7.04M +$372K +7,000 +6%
AAF
64
Andra AP-fonden
Sweden
$6.86M +$1.6M +30,000 +37%
VMPIC
65
Varma Mutual Pension Insurance Co
Finland
$6.13M +$5.32M +100,000 New
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$5.99M
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$5.83M -$174K -3,270 -3%
VCM
68
Vision Capital Management
Oregon
$5.63M -$248K -4,660 -5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$5.59M -$369K -6,940 -7%
BA
70
Bridgewater Associates
Connecticut
$5.42M +$3.6M +67,640 +326%
AAMU
71
Amundi Asset Management US
Massachusetts
$5.37M +$300K +5,630 +7%
SBH
72
Segall Bryant & Hamill
Illinois
$5.08M +$4.41M +82,890 New
Bank of America
73
Bank of America
North Carolina
$4.98M -$36.5M -686,970 -89%
Canada Life
74
Canada Life
Manitoba, Canada
$4.67M +$161K +3,020 +4%
Citadel Advisors
75
Citadel Advisors
Florida
$4.62M +$3.61M +67,930 +908%

UHAL Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.

  • 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
  • The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2021.