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U-Haul Holding Co

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 56

6% more capital invested

Capital invested by funds: $2.48B → $2.62B (+$143M)

1.85% more ownership

Funds ownership: 374.9%376.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less funds holding

Funds holding: 252238 (-14)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
238
Holders Change
-14
Holders Change %
-5.56%
% of All Funds
5.45%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
20
Increased
114
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$2.61M +$1.51M +43,320 +145%
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$2.58M +$94.9K +2,730 +4%
MLIC
78
Mandatum Life Insurance Company
Finland
$2.48M
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$2.4M +$1.62M +46,670 +224%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$2.4M +$531K +15,280 +29%
Prudential Financial
81
Prudential Financial
New Jersey
$2.4M +$907K +26,100 +63%
VCM
82
Vision Capital Management
Oregon
$2.35M +$781K +22,460 +52%
FCM
83
Fairbanks Capital Management
California
$2.28M +$55.3K +1,590 +3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$2.28M +$1.25M +36,000 +129%
OAM
85
Oppenheimer Asset Management
New York
$2.26M -$1.04K -30 -0%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$2.22M +$2.17M +62,310 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M +$85.9K +2,470 +4%
PPA
88
Parametric Portfolio Associates
Washington
$2.14M +$80.6K +2,320 +4%
Deutsche Bank
89
Deutsche Bank
Germany
$2.11M -$6.35M -182,610 -75%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$2.01M -$174K -5,000 -8%
NIS
91
National Investment Services
Wisconsin
$1.98M +$3.13K +90 +0.2%
AllianceBernstein
92
AllianceBernstein
Tennessee
$1.85M +$234K +6,730 +15%
T
93
TOBAM
France
$1.77M +$373K +10,730 +27%
FDS
94
Freedom Day Solutions
Texas
$1.73M +$27.1K +780 +2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$1.59M -$1.06M -30,500 -41%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$1.58M
UH
97
Unigestion Holding
Switzerland
$1.55M +$1.52M +43,610 New
William Blair & Company
98
William Blair & Company
Illinois
$1.55M +$65K +1,870 +4%
CAM
99
Claret Asset Management
Quebec, Canada
$1.51M +$37.2K +1,070 +3%
TU
100
TDAM USA
Ontario, Canada
$1.47M -$358K -10,300 -20%

UHAL Hedge Fund Activity: Q2 2018 in Review

238 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2018, worth a combined $2.62B — up 5.8% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UHAL and 20 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 114 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $57.8M. The largest seller was Schwartz Investment Counsel, cutting an estimated $64.3M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2018, down from 252 in Q1 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 20 funds opened new U-Haul Holding Co positions in Q2 2018 and 32 closed out, a net change of -12 holders.
  • The largest U-Haul Holding Co buyer in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $57.8M added.
  • The largest U-Haul Holding Co seller in Q2 2018 was Schwartz Investment Counsel, an estimated $64.3M sold.

Based on aggregated 13F filings for Q2 2018.