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U-Haul Holding Co
UHAL

250 hedge funds and large institutions have $2.26B invested in U-Haul Holding Co in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 73

5.97% more ownership

Funds ownership: 301.74% → 307.71% (+6%)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $2.17B → $2.26B (+$95.6M)

0% more funds holding

Funds holding: 250 → 250 (0)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
28
Increased
89
Reduced
73
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$73.7M
2
KCM
Kingstown Capital Management
New York
+$36.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$13.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
GC
Greenlight Capital
New York
-$63.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$27.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$15.6M
4
NM
Newtyn Management
New York
-$14.2M
5
CCP
Clough Capital Partners
Massachusetts
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
Royce & Associates
New York
$2.98M -$187K -5,000 -6%
FIM
77
Frontier Investment Management
Texas
$2.65M -$16.4K -440 -0.6%
MLIC
78
Mandatum Life Insurance Company
Finland
$2.62M – – –
PPA
79
Parametric Portfolio Associates
Washington
$2.57M +$75.8K +2,030 +3%
CS
80
Credit Suisse
Switzerland
$2.49M -$890K -23,820 -26%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.47M -$15.6M -416,480 -86%
TA
82
Teachers Advisors
New York
$2.36M +$120K +3,200 +5%
MCIM
83
Meadow Creek Investment Management
Georgia
$2.26M +$2.03M +54,400 +941%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$2.21M +$350K +9,370 +19%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.2M – – –
FCM
86
Fairbanks Capital Management
California
$1.97M +$20.2K +540 +1%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$1.97M +$10.5K +280 +0.5%
BCIM
88
British Columbia Investment Management
British Columbia, Canada
$1.95M – – –
KJHP
89
K.J. Harrison & Partners
Ontario, Canada
$1.88M – – –
OAM
90
Oppenheimer Asset Management
New York
$1.87M +$546K +14,610 +42%
EP
91
Elkfork Partners
Oregon
$1.86M +$1.67M +44,800 +941%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.8M +$224K +6,000 +14%
GCP
93
GSA Capital Partners
United Kingdom
$1.79M +$1.32M +35,420 +288%
VCM
94
Vision Capital Management
Oregon
$1.77M -$36.2K -970 -2%
CG
95
Clinton Group
New York
$1.72M +$1.4M +37,390 +446%
T
96
TOBAM
France
$1.71M +$1.4M +37,450 +453%
AllianceBernstein
97
AllianceBernstein
Tennessee
$1.66M -$235K -6,300 -12%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$1.63M +$1.62M +43,370 New
Ameriprise
99
Ameriprise
Minnesota
$1.48M +$151K +4,040 +11%
LAIC
100
Lederer & Associates Investment Counsel
California
$1.47M – – –
2 3
4
5 6

UHAL Hedge Fund Activity: Q3 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2017, worth a combined $2.26B — up 4.4% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UHAL positions and 26 closed out — a net gain of 2 holders — while 89 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.7M. The largest seller was Greenlight Capital, cutting an estimated $63.5M.

  • 250 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.26B of U-Haul Holding Co stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 28 funds opened new U-Haul Holding Co positions in Q3 2017 and 26 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2017 was Vanguard Group, an estimated $73.7M added.
  • The largest U-Haul Holding Co seller in Q3 2017 was Greenlight Capital, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2017.