U-Haul Holding Co
UHAL
239 hedge funds and large institutions have $2.1B invested in U-Haul Holding Co in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 37 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $2.13B → $2.1B (-$29.2M)
2% less funds holding
Funds holding: 244 → 239 (-5)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
24% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 98
34.48% less ownership
Funds ownership: 389.07% → 354.59% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$34.1M |
| 2 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$15.7M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$7.24M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.15M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$116M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$85.5M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$18.8M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$10.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.09M |
UHAL Hedge Fund Activity: Q2 2020 in Review
239 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2020, worth a combined $2.1B — down 1.4% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of UHAL and 33 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 74 added.
The largest buyer was BlackRock, adding an estimated $34.1M. The largest seller was Principal Financial Group, cutting an estimated $116M.
- 239 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2020, down from 244 in Q1 2020.
- Funds reported $2.1B of U-Haul Holding Co stock for Q2 2020, down 1.4% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co positions in Q2 2020 and 37 closed out, a net change of -4 holders.
- The largest U-Haul Holding Co buyer in Q2 2020 was BlackRock, an estimated $34.1M added.
- The largest U-Haul Holding Co seller in Q2 2020 was Principal Financial Group, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2020.