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U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$2.47M +$80.7K +2,370 +4%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$2.46M -$68.8K -2,020 -3%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$2.46M +$10.2K +300 +0.4%
Citadel Advisors
79
Citadel Advisors
Florida
$2.41M -$3.96M -116,160 -63%
FCM
80
Fairbanks Capital Management
California
$2.4M -$69.8K -2,050 -3%
AAMU
81
Amundi Asset Management US
Massachusetts
$2.35M -$171K -5,010 -7%
AI
82
Atom Investors
Texas
$2.04M +$1.52M +44,550 +348%
Ameriprise
83
Ameriprise
Minnesota
$2.04M +$10.6K +310 +0.5%
AllianceBernstein
84
AllianceBernstein
Tennessee
$2.02M -$319K -9,370 -14%
AAF
85
Andra AP-fonden
Sweden
$1.99M -$647K -19,000 -25%
AG
86
Aperio Group
California
$1.97M +$268K +7,870 +17%
SG Americas Securities
87
SG Americas Securities
New York
$1.91M -$74.6K -2,190 -4%
BA
88
Bridgewater Associates
Connecticut
$1.85M +$234K +6,870 +15%
OAM
89
Oppenheimer Asset Management
New York
$1.85M +$8.86K +260 +0.5%
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$1.83M -$68.1K -2,000 -4%
DA
91
Denali Advisors
California
$1.78M -$34.1K -1,000 -2%
Asset Management One
92
Asset Management One
Japan
$1.64M -$40.5K -1,190 -3%
UBS Group
93
UBS Group
Switzerland
$1.55M +$1.03M +30,230 +227%
PCP
94
Proficio Capital Partners
Massachusetts
$1.55M -$1.36K -40 -0.1%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$1.53M -$86.5K -2,540 -6%
SAM
96
Storebrand Asset Management
Norway
$1.53M +$117K +3,440 +9%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.5M +$165K +4,850 +13%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$1.48M +$1.41M +41,520 New
S
99
Seeyond
France
$1.46M -$328K -9,630 -19%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.3M -$2.38K -70 -0.2%
2 3
4
5 6

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.