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U-Haul Holding Co

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: 55 (0)

0.23% less ownership

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

2% less funds holding

Funds holding: 239234 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
101
Pictet Asset Management (UK)
United Kingdom
$1.29M
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.25M -$423K -12,430 -26%
GCP
103
GSA Capital Partners
United Kingdom
$1.23M +$1.17M +34,470 New
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$1.19M -$208K -6,100 -15%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$1.17M +$1.02K +30 +0.1%
Citigroup
106
Citigroup
New York
$1.16M -$109K -3,200 -9%
SC
107
Skylands Capital
Wisconsin
$1.14M +$17K +500 +2%
DG
108
DigitalBridge Group
Florida
$1.14M +$494K +14,500 +83%
CIP
109
Capital Insight Partners
Arizona
$1.09M -$9.2K -270 -0.9%
TI
110
Trexquant Investment
Connecticut
$1.08M +$1.04M +30,420 New
ASRS
111
Arizona State Retirement System
Arizona
$1.06M +$238K +6,980 +31%
BCI
112
Brinker Capital Investments
Pennsylvania
$1.04M +$995K +29,200 New
Principal Financial Group
113
Principal Financial Group
Iowa
$1.01M -$44.6K -1,310 -4%
RC
114
RBF Capital
California
$997K
PAM
115
Panagora Asset Management
Massachusetts
$902K +$740K +21,720 +598%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$890K +$82.1K +2,410 +11%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$854K +$817K +23,990 New
OBGC
118
O'Brien Greene & Co
Pennsylvania
$835K
NFGCM
119
Norman Fields Gottscho Capital Management
New York
$830K -$5.11K -150 -0.6%
NISOA
120
National Investment Services of America
Wisconsin
$797K -$32.4K -950 -4%
M&T Bank
121
M&T Bank
New York
$714K -$75K -2,200 -10%
RR
122
Robotti Robert
$712K
Nomura Asset Management
123
Nomura Asset Management
Japan
$669K +$187K +5,500 +41%
Skandinaviska Enskilda Banken (SEB)
124
Skandinaviska Enskilda Banken (SEB)
Sweden
$656K +$105K +3,080 +20%
JP Morgan Chase
125
JP Morgan Chase
New York
$655K -$1.17M -34,430 -65%

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.