We are live on ! Find out more
UHAL icon

U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.5M +$229K +6,200 +10%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$2.49M +$933K +25,280 +57%
MLIC
78
Mandatum Life Insurance Company
Finland
$2.49M – – –
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$2.46M -$4.4M -119,200 -63%
VCM
80
Vision Capital Management
Oregon
$2.37M +$14.8K +400 +0.6%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$2.33M -$75.3K -2,040 -3%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$2.32M -$276K -7,480 -10%
Prudential Financial
83
Prudential Financial
New Jersey
$2.25M -$155K -4,200 -6%
OAM
84
Oppenheimer Asset Management
New York
$2.14M -$133K -3,610 -6%
PPA
85
Parametric Portfolio Associates
Washington
$2.14M -$3.32K -90 -0.2%
SLAM
86
Swiss Life Asset Management
$1.99M +$2.06M +55,740 New
T
87
TOBAM
France
$1.93M +$158K +4,280 +9%
AllianceBernstein
88
AllianceBernstein
Tennessee
$1.87M +$18.5K +500 +1%
NIS
89
National Investment Services
Wisconsin
$1.86M -$128K -3,480 -6%
Ameriprise
90
Ameriprise
Minnesota
$1.8M +$399K +10,820 +27%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74M -$486K -13,160 -21%
FDS
92
Freedom Day Solutions
Texas
$1.7M -$38K -1,030 -2%
UH
93
Unigestion Holding
Switzerland
$1.67M +$114K +3,080 +7%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$1.63M +$48K +1,300 +3%
William Blair & Company
95
William Blair & Company
Illinois
$1.63M +$81.9K +2,220 +5%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$1.62M -$406K -11,000 -20%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$1.57M +$327K +8,850 +25%
MAA
98
Mraz Amerine & Associates
California
$1.54M +$109K +2,950 +7%
CAM
99
Claret Asset Management
Quebec, Canada
$1.49M -$23.3K -630 -1%
TU
100
TDAM USA
Ontario, Canada
$1.47M – – –
2 3
4
5 6

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.