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U-Haul Holding Co
UHAL

244 hedge funds and large institutions have $2.13B invested in U-Haul Holding Co in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

9.14% more ownership

Funds ownership: 379.93% → 389.07% (+9.1%)

1% more funds holding

Funds holding: 241 → 244 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

23% less capital invested

Capital invested by funds: $2.77B → $2.13B (-$638M)

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
5.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
89
Reduced
75
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP
JNE Partners
United Kingdom
+$27.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.4M
3
YAM
Yacktman Asset Management
Texas
+$14.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$12.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.76M

Top Sellers

Rank Fund Capital Flow
1
WQ
Wealth Quarterback
New Jersey
-$28.1M
2
TCM
Tran Capital Management
California
-$15.4M
3
LHC
Lodge Hill Capital
New York
-$11.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$9.45M
5
Goldman Sachs
Goldman Sachs
New York
-$9.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$1.8M – – –
FCM
77
Fairbanks Capital Management
California
$1.75M -$422K -12,500 -17%
Ameriprise
78
Ameriprise
Minnesota
$1.75M +$136K +4,040 +7%
ACH
79
ArrowMark Colorado Holdings
Colorado
$1.74M +$2.03M +60,000 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.68M +$10.1K +300 +0.5%
AAMU
81
Amundi Asset Management US
Massachusetts
$1.67M -$137K -4,060 -7%
MAA
82
Mraz Amerine & Associates
California
$1.67M +$432K +12,800 +29%
JGUA
83
John G. Ullman & Associates
New York
$1.67M +$574K +17,000 +42%
Caisse de Depot et Placement du Quebec (CDPQ)
84
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.67M +$445K +13,190 +30%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.61M +$213K +6,320 +13%
DA
86
Denali Advisors
California
$1.6M -$4.63M -137,000 -71%
HA
87
Heartland Advisors
Wisconsin
$1.54M -$4.57M -135,390 -72%
OAM
88
Oppenheimer Asset Management
New York
$1.5M +$75.6K +2,240 +5%
CIC
89
Chilton Investment Company
Connecticut
$1.49M +$490K +14,520 +40%
SG Americas Securities
90
SG Americas Securities
New York
$1.46M +$95.9K +2,840 +6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.41M +$1.23M +36,310 +294%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$1.41M -$859K -25,450 -34%
BA
93
Bridgewater Associates
Connecticut
$1.4M -$785K -23,250 -32%
DCM
94
Dupont Capital Management
Delaware
$1.35M -$164K -4,860 -9%
Truist Financial
95
Truist Financial
North Carolina
$1.33M +$1.55M +45,940 New
Invesco
96
Invesco
Georgia
$1.33M -$3.38M -100,200 -69%
Asset Management One
97
Asset Management One
Japan
$1.27M – – –
ZDA
98
Zweig-DiMenna Associates
New York
$1.25M -$4.22M -125,000 -74%
HFS
99
Haverford Financial Services
Pennsylvania
$1.17M +$176K +5,200 +15%
Citigroup
100
Citigroup
New York
$1.13M -$449K -13,290 -26%
2 3
4
5 6

UHAL Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2020, worth a combined $2.13B — down 23% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UHAL positions and 35 closed out — a net gain of 7 holders — while 89 added to existing stakes and 75 trimmed.

The largest buyer was JNE Partners, opening a new position worth an estimated $27.2M. The largest seller was Wealth Quarterback, cutting an estimated $28.1M.

  • 244 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2020, up from 241 in Q4 2019.
  • Funds reported $2.13B of U-Haul Holding Co stock for Q1 2020, down 23% quarter-over-quarter.
  • 42 funds opened new U-Haul Holding Co positions in Q1 2020 and 35 closed out, a net change of +7 holders.
  • The largest U-Haul Holding Co buyer in Q1 2020 was JNE Partners, an estimated $27.2M added.
  • The largest U-Haul Holding Co seller in Q1 2020 was Wealth Quarterback, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2020.