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U-Haul Holding Co

276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more capital invested

Capital invested by funds: $3.16B → $4.2B (+$1.04B)

6% more funds holding

Funds holding: 260276 (+16)

6.14% less ownership

Funds ownership: 356.09%349.95% (-6.1%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
4.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
49
Increased
84
Reduced
103
Closed
31
Calls
$2.76M
Puts
Net Calls
+$2.76M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$4.51M +$2.45M +46,000 +166%
PAM
77
Panagora Asset Management
Massachusetts
$4.41M +$1.44M +27,160 +61%
AIMCA
78
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.41M +$2.93M +55,000 +324%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$4.25M -$3.13M -58,880 -46%
MAA
80
Mraz Amerine & Associates
California
$4.1M -$95.8K -1,800 -3%
WG
81
Winton Group
United Kingdom
$4.06M -$199K -3,740 -5%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.95M +$648K +12,180 +23%
Barclays
83
Barclays
United Kingdom
$3.88M +$1.16M +21,760 +52%
FCM
84
Fairbanks Capital Management
California
$3.81M -$229K -4,310 -6%
UBS Group
85
UBS Group
Switzerland
$3.72M +$252K +4,730 +8%
ISL
86
Ingalls & Snyder LLC
New York
$3.69M -$3.67M -69,060 -53%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$3.65M -$513K -9,640 -14%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$3.58M -$2.41M -45,330 -44%
ACI
89
AMP Capital Investors
Australia
$3.34M -$1.24M -23,360 -30%
SAM
90
Storebrand Asset Management
Norway
$3.27M +$1.11M +20,800 +64%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.19M +$953K +17,910 +52%
AllianceBernstein
92
AllianceBernstein
Tennessee
$3.19M -$1.11M -20,780 -29%
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$3.19M +$2.29M +43,050 +481%
FAF
94
Fjarde Ap-fonden
Sweden
$3.13M -$692K -13,000 -20%
Asset Management One
95
Asset Management One
Japan
$3M +$134K +2,520 +5%
Citigroup
96
Citigroup
New York
$2.88M -$385K -7,230 -13%
VRS
97
Virginia Retirement Systems
Virginia
$2.82M +$2.45M +46,000 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$2.72M -$78.7K -1,480 -3%
SO
99
STRS Ohio
Ohio
$2.71M -$101K -1,890 -4%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$2.71M +$435K +8,180 +23%

UHAL Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.

  • 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
  • The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2021.