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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Fairbanks Capital Management
California
$2.9M +$58.1K +1,600 +2%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$2.88M +$2.04M +56,100 +260%
ZCA
78
Zeke Capital Advisors
Pennsylvania
$2.83M +$1.39M +38,230 +101%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$2.65M +$75.2K +2,070 +3%
MLIC
80
Mandatum Life Insurance Company
Finland
$2.59M
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$2.46M -$109K -3,000 -4%
S
82
Seeyond
France
$2.31M -$26.2K -720 -1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$2.21M -$398K -10,940 -16%
Assenagon Asset Management
84
Assenagon Asset Management
Luxembourg
$2.14M +$455K +12,510 +28%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$2.12M -$337K -9,270 -14%
OAM
86
Oppenheimer Asset Management
New York
$2.11M +$223K +6,130 +12%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$2.04M -$34.2K -940 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$2.02M +$148K +4,060 +8%
Ameriprise
89
Ameriprise
Minnesota
$2.02M -$11.6K -320 -0.6%
AllianceBernstein
90
AllianceBernstein
Tennessee
$2M -$71.9K -1,980 -4%
NIS
91
National Investment Services
Wisconsin
$1.84M +$301K +8,290 +20%
MAA
92
Mraz Amerine & Associates
California
$1.8M -$78.1K -2,150 -4%
William Blair & Company
93
William Blair & Company
Illinois
$1.71M -$14.5K -400 -0.9%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$1.71M
AG
95
Aperio Group
California
$1.62M +$212K +5,840 +15%
CAM
96
Claret Asset Management
Quebec, Canada
$1.54M -$17.4K -480 -1%
UH
97
Unigestion Holding
Switzerland
$1.52M +$94.5K +2,600 +7%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47M -$452K -12,430 -24%
GC
99
Guggenheim Capital
Illinois
$1.46M -$65.8K -1,810 -4%
Asset Management One
100
Asset Management One
Japan
$1.43M -$2.72M -74,760 -66%

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.