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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
101
Assenagon Asset Management
Luxembourg
$1.46M -$977K -26,470 -39%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.42M -$2.22M -60,050 -60%
NIMI
103
Natixis Investment Managers International
France
$1.29M +$520K +14,090 +64%
Canada Life
104
Canada Life
Manitoba, Canada
$1.26M -$156K -4,240 -11%
FAF
105
Fjarde Ap-fonden
Sweden
$1.25M – – –
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$1.19M +$427K +11,560 +53%
LAIC
107
Lederer & Associates Investment Counsel
California
$1.17M -$738 -20 -0.1%
SGAM
108
Steinberg Global Asset Management
Florida
$1.15M -$46.5K -1,260 -4%
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$1.12M -$111K -3,000 -9%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$1.06M +$10.7K +290 +1%
AG
111
Aperio Group
California
$1.05M +$59.8K +1,620 +6%
RC
112
RBF Capital
California
$999K – – –
BCIM
113
British Columbia Investment Management
British Columbia, Canada
$998K -$351K -9,520 -25%
CC
114
Caxton Corporation
New Jersey
$963K – – –
M&T Bank
115
M&T Bank
New York
$931K -$369 -10 -0%
RR
116
Robotti Robert
$927K +$36.9K +1,000 +4%
CIP
117
Capital Insight Partners
Arizona
$922K -$101K -2,740 -10%
XK
118
Xact Kapitalforvaltning
Sweden
$922K -$41K -1,110 -4%
GIBU
119
Gulf International Bank (UK)
United Kingdom
$922K – – –
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$917K -$21.8K -590 -2%
Barclays
121
Barclays
United Kingdom
$851K +$231K +6,260 +36%
BC
122
Brinker Capital
Pennsylvania
$772K +$13.3K +360 +2%
Stifel Financial
123
Stifel Financial
Missouri
$765K +$2.21K +60 +0.3%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$752K +$12.5K +340 +2%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$743K +$2.21K +60 +0.3%
3 4
5
6 7

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.