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U-Haul Holding Co

289 hedge funds and large institutions have $3.62B invested in U-Haul Holding Co in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more capital invested

Capital invested by funds: $3.34B → $3.62B (+$280M)

6.55% more ownership

Funds ownership: 357.67%364.22% (+6.6%)

8% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 99

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0% less funds holding

Funds holding: 290289 (-1)

86% less call options, than puts

Call options by funds: $5.09M | Put options by funds: $35.8M

Holders
289
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
33
Increased
107
Reduced
99
Closed
33
Calls
$5.09M
Puts
$35.8M
Net Calls
-$30.8M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$8.71M -$749K -14,290 -8%
JP Morgan Chase
52
JP Morgan Chase
New York
$8.67M +$685K +13,070 +8%
Fuller & Thaler Asset Management
53
Fuller & Thaler Asset Management
California
$8.59M +$1.25M +23,860 +16%
MAM
54
Martingale Asset Management
Massachusetts
$8.37M -$148K -2,820 -2%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$8.29M +$2.43M +46,400 +40%
VCM
56
Vision Capital Management
Oregon
$8.23M +$1.6M +30,540 +23%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$8.22M -$77.5K -1,480 -0.9%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$8.2M +$93.8K +1,790 +1%
WC
59
Winmill & Co
New York
$8.11M
Aviva
60
Aviva
United Kingdom
$8.04M +$4.01M +76,530 +94%
First Trust Advisors
61
First Trust Advisors
Illinois
$7.84M -$606K -11,570 -7%
MG
62
Magnolia Group
Nebraska
$7.82M +$8.05M +153,640 New
FCI
63
Financial Counselors Inc
Kansas
$7.72M +$112K +2,130 +1%
KAM
64
Knightsbridge Asset Management
California
$7.37M -$28.3K -540 -0.4%
AIMCA
65
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.94M
Bank of America
66
Bank of America
North Carolina
$6.86M -$1.51M -28,880 -18%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$6.8M +$1.5M +28,620 +27%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$6.64M -$254K -4,850 -4%
Renaissance Technologies
69
Renaissance Technologies
New York
$6.5M -$12.2M -232,000 -65%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$6.49M +$4.93M +94,030 +283%
SIC
71
Schwartz Investment Counsel
Michigan
$6.01M
FAF
72
Fjarde Ap-fonden
Sweden
$5.7M
AFR
73
Applied Fundamental Research
Massachusetts
$5.68M -$938K -17,910 -14%
Invesco
74
Invesco
Georgia
$5.45M -$2.5M -47,700 -31%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$5.42M +$5.58M +106,420 New

UHAL Hedge Fund Activity: Q3 2022 in Review

289 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2022, worth a combined $3.62B — up 8.4% from $3.34B a quarter earlier.

Fund positioning in UHAL was balanced in Q3 2022: 33 funds opened new positions, 33 closed out, 107 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.1M. The largest seller was AQR Capital Management, cutting an estimated $32.1M.

  • 289 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2022, down from 290 in Q2 2022.
  • Funds reported $3.62B of U-Haul Holding Co stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q3 2022 and 33 closed out, a net change of 0 holders.
  • The largest U-Haul Holding Co buyer in Q3 2022 was Fidelity Investments, an estimated $48.1M added.
  • The largest U-Haul Holding Co seller in Q3 2022 was AQR Capital Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2022.