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U-Haul Holding Co

306 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.04% more ownership

Funds ownership: 359.39%363.43% (+4%)

7% less funds holding

Funds holding: 329306 (-23)

15% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 116

17% less capital invested

Capital invested by funds: $5.1B → $4.22B (-$875M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

35% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 54

60% less call options, than puts

Call options by funds: $8.77M | Put options by funds: $21.8M

Holders
306
Holders Change
-23
Holders Change %
-6.99%
% of All Funds
4.83%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
99
Reduced
116
Closed
54
Calls
$8.77M
Puts
$21.8M
Net Calls
-$13M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Stansberry Asset Management
Texas
$10.9M +$11.2M +182,170 New
PAIM
52
Punch & Associates Investment Management
Minnesota
$10.7M +$184K +2,980 +2%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$10.6M -$500K -8,110 -4%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$10.5M +$827K +13,410 +8%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$466K -7,560 -4%
MAM
56
Martingale Asset Management
Massachusetts
$10.1M +$6.75M +109,470 +183%
Ameriprise
57
Ameriprise
Minnesota
$9.65M -$411K -6,660 -4%
JP Morgan Chase
58
JP Morgan Chase
New York
$9.04M +$1.43M +23,190 +18%
FCI
59
Financial Counselors Inc
Kansas
$8.72M +$166K +2,700 +2%
Citadel Advisors
60
Citadel Advisors
Florida
$8.72M +$4.21M +68,330 +88%
HA
61
Heartland Advisors
Wisconsin
$8.47M +$1.62M +26,330 +23%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.3M
Lazard Asset Management
63
Lazard Asset Management
New York
$8.03M -$854K -13,850 -9%
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8M +$2.72M +44,190 +49%
AFR
65
Applied Fundamental Research
Massachusetts
$7.73M -$877K -14,220 -10%
RAM
66
RK Asset Management
Michigan
$7.45M -$430K -6,970 -5%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$7.39M +$1.15M +18,700 +18%
FAF
68
Fjarde Ap-fonden
Sweden
$7.35M +$3.71M +60,260 +96%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$7.05M +$7.28M +118,130 New
SIC
70
Schwartz Investment Counsel
Michigan
$7.04M
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$7.02M -$9.26M -150,170 -56%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$6.96M +$280K +4,550 +4%
WC
73
Winmill & Co
New York
$6.86M
Bank of America
74
Bank of America
North Carolina
$6.82M +$1.86M +30,220 +36%
Victory Capital Management
75
Victory Capital Management
Texas
$6.71M +$739K +11,990 +11%

UHAL Hedge Fund Activity: Q1 2022 in Review

306 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2022, worth a combined $4.22B — down 17% from $5.1B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UHAL and 35 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 99 added.

The largest buyer was Yacktman Asset Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $67.8M.

  • 306 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2022, down from 329 in Q4 2021.
  • Funds reported $4.22B of U-Haul Holding Co stock for Q1 2022, down 17% quarter-over-quarter.
  • 35 funds opened new U-Haul Holding Co positions in Q1 2022 and 54 closed out, a net change of -19 holders.
  • The largest U-Haul Holding Co buyer in Q1 2022 was Yacktman Asset Management, an estimated $162M added.
  • The largest U-Haul Holding Co seller in Q1 2022 was Goldman Sachs, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2022.