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U-Haul Holding Co
UHAL

255 hedge funds and large institutions have $2.57B invested in U-Haul Holding Co in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

45.98% more ownership

Funds ownership: 307.71% → 353.68% (+46%)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

14% more capital invested

Capital invested by funds: $2.26B → $2.57B (+$307M)

2% more funds holding

Funds holding: 250 → 255 (+5)

4% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
35
Increased
87
Reduced
84
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$154M
2
Artisan Partners
Artisan Partners
Wisconsin
+$118M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$45.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$34M
5
USAA
United Services Automobile Association
Texas
+$25.4M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kingstown Capital Management
New York
-$36.6M
2
NM
Newtyn Management
New York
-$28M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23.8M
4
AA
Ancient Art
Texas
-$19.6M
5
GC
Greenlight Capital
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
101
British Columbia Investment Management
British Columbia, Canada
$1.67M -$292K -7,800 -15%
RCM
102
Riverhead Capital Management
Delaware
$1.66M +$471K +12,590 +40%
Invesco
103
Invesco
Georgia
$1.64M +$461K +12,330 +40%
MC
104
Menta Capital
California
$1.62M +$1.12M +30,000 +234%
Caisse de Depot et Placement du Quebec (CDPQ)
105
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.62M -$187K -5,000 -10%
Victory Capital Management
106
Victory Capital Management
Texas
$1.6M +$174K +4,660 +12%
ARTA
107
A.R.T. Advisors
New York
$1.55M +$1.53M +41,020 New
NA
108
Neuburgh Advisers
California
$1.51M +$437K +11,680 +41%
QIM
109
Quantitative Investment Management
Virginia
$1.51M +$1.5M +40,000 New
Ameriprise
110
Ameriprise
Minnesota
$1.51M +$12.7K +340 +0.9%
LAIC
111
Lederer & Associates Investment Counsel
California
$1.41M -$63.6K -1,700 -4%
CAM
112
Claret Asset Management
Quebec, Canada
$1.35M +$1.34M +35,730 New
GC
113
Gratus Capital
Georgia
$1.31M – – –
XK
114
Xact Kapitalforvaltning
Sweden
$1.27M +$302K +8,070 +32%
MAA
115
Mraz Amerine & Associates
California
$1.27M -$48.6K -1,300 -4%
TU
116
TDAM USA
Ontario, Canada
$1.25M -$156K -4,170 -11%
FAF
117
Fjarde Ap-fonden
Sweden
$1.15M +$264K +7,060 +30%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$1.15M +$142K +3,800 +14%
SGAM
119
Steinberg Global Asset Management
Florida
$1.06M +$435K +11,640 +71%
RC
120
RBF Capital
California
$1.06M – – –
CIP
121
Capital Insight Partners
Arizona
$1M +$1.12K +30 +0.1%
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
$996K +$325K +8,700 +49%
Norges Bank
123
Norges Bank
Norway
$991K -$2.61M -69,800 -73%
GIBU
124
Gulf International Bank (UK)
United Kingdom
$975K – – –
AAF
125
Andra AP-fonden
Sweden
$945K -$374K -10,000 -29%
3 4
5
6 7

UHAL Hedge Fund Activity: Q4 2017 in Review

255 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2017, worth a combined $2.57B — up 14% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UHAL positions and 30 closed out — a net gain of 5 holders — while 87 added to existing stakes and 84 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $154M. The largest seller was Kingstown Capital Management, exiting entirely with an estimated $36.6M sold.

  • 255 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2017, up from 250 in Q3 2017.
  • Funds reported $2.57B of U-Haul Holding Co stock for Q4 2017, up 14% quarter-over-quarter.
  • 35 funds opened new U-Haul Holding Co positions in Q4 2017 and 30 closed out, a net change of +5 holders.
  • The largest U-Haul Holding Co buyer in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $154M added.
  • The largest U-Haul Holding Co seller in Q4 2017 was Kingstown Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2017.