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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$7.79M -$346K -6,690 -4%
WC
52
Winmill & Co
New York
$7.62M +$2.29M +44,300 +39%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$7.62M -$1.64M -31,700 -17%
Man Group
54
Man Group
United Kingdom
$7.57M -$10.1M -195,740 Closed
JP Morgan Chase
55
JP Morgan Chase
New York
$7.52M +$293K +5,660 +4%
Invesco
56
Invesco
Georgia
$7.4M +$2.4M +46,370 +43%
FCI
57
Financial Counselors Inc
Kansas
$7.15M +$178K +3,450 +2%
KAM
58
Knightsbridge Asset Management
California
$6.95M +$3.72M +71,870 +98%
Fuller & Thaler Asset Management
59
Fuller & Thaler Asset Management
California
$6.93M +$2.7M +52,250 +56%
HA
60
Heartland Advisors
Wisconsin
$6.8M +$11.4K +220 +0.2%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$6.61M -$5.96M -115,240 -45%
AIMCA
62
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.52M +$125K +2,420 +2%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$6.47M -$2.18M -42,240 -24%
VCM
64
Vision Capital Management
Oregon
$6.27M +$1.66M +32,060 +32%
AFR
65
Applied Fundamental Research
Massachusetts
$6.19M
Victory Capital Management
66
Victory Capital Management
Texas
$6M +$7.76K +150 +0.1%
FAF
67
Fjarde Ap-fonden
Sweden
$5.7M -$207K -4,000 -3%
SIC
68
Schwartz Investment Counsel
Michigan
$5.64M
Fidelity Investments
69
Fidelity Investments
Massachusetts
$5.58M +$4.14K +80 +0.1%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$5.56M +$2.25M +43,510 +60%
AAF
71
Andra AP-fonden
Sweden
$5.12M +$5.53M +107,000 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$5.02M +$483K +9,340 +10%
Lazard Asset Management
73
Lazard Asset Management
New York
$4.84M -$1.72M -33,270 -25%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$4.38M +$4.73M +91,490 New
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$4.36M +$627K +12,120 +15%

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.