We are live on ! Find out more
UHAL icon

U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
101
Freedom Day Solutions
Texas
$1.4M -$198K -5,460 -13%
T
102
TOBAM
France
$1.39M +$271K +7,450 +25%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$1.28M +$11.6K +320 +0.9%
SGAM
104
Steinberg Global Asset Management
Florida
$1.21M +$55.2K +1,520 +5%
LAIC
105
Lederer & Associates Investment Counsel
California
$1.2M +$12.7K +350 +1%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$1.17M -$25.4K -700 -2%
Bank of Nova Scotia
107
Bank of Nova Scotia
Ontario, Canada
$1.11M +$1.09M +30,000 New
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$1.1M +$41.8K +1,150 +4%
SCM
109
Stevens Capital Management
Pennsylvania
$1.06M +$1.04M +28,650 New
RC
110
RBF Capital
California
$1.04M
Prudential Financial
111
Prudential Financial
New Jersey
$1M -$1.24M -34,040 -56%
CIP
112
Capital Insight Partners
Arizona
$993K +$15.3K +420 +2%
RR
113
Robotti Robert
$966K -$182K -5,000 -16%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$966K +$14.9K +410 +2%
BC
115
Brinker Capital
Pennsylvania
$961K +$213K +5,850 +29%
AL
116
AJO LP
Pennsylvania
$958K +$937K +25,780 New
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$941K +$4.72K +130 +0.5%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$907K -$201K -5,520 -18%
M&T Bank
119
M&T Bank
New York
$907K -$51.6K -1,420 -6%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$857K
HFS
121
Haverford Financial Services
Pennsylvania
$854K
QIM
122
Quantitative Investment Management
Virginia
$854K +$836K +23,000 New
Barclays
123
Barclays
United Kingdom
$842K +$97.7K +2,690 +13%
OBGC
124
O'Brien Greene & Co
Pennsylvania
$797K -$1.97M -54,190 -72%
WG
125
Winton Group
United Kingdom
$781K +$763K +21,010 New

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.