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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
DIS
101
Diversified Investment Strategies
Louisiana
$2.1M +$354K +6,850 +19%
SEI Investments
102
SEI Investments
Pennsylvania
$2.07M -$57.9K -1,120 -2%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.07M +$210K +4,070 +10%
Prudential Financial
104
Prudential Financial
New Jersey
$2.05M -$21.8M -421,700 -91%
VIA
105
Vident Investment Advisory
Georgia
$1.99M +$159K +3,070 +8%
PAMS
106
Pictet Asset Management (Switzerland)
Switzerland
$1.93M +$103K +2,000 +5%
SO
107
STRS Ohio
Ohio
$1.92M +$352K +6,800 +20%
Swedbank
108
Swedbank
Sweden
$1.91M -$146K -2,830 -7%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$1.91M +$4.14K +80 +0.2%
DILIC
110
Dai-ichi Life Insurance Company
Japan
$1.9M -$1.32M -25,440 -39%
BRWA
111
B. Riley Wealth Advisors
Florida
$1.84M +$310K +6,000 +19%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$1.82M +$266K +5,140 +16%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$1.8M +$240K +4,640 +14%
SAM
114
Storebrand Asset Management
Norway
$1.79M -$497K -9,620 -20%
WG
115
Winton Group
United Kingdom
$1.78M +$226K +4,370 +13%
VI
116
Vestcor Inc
New Brunswick, Canada
$1.7M -$56.4K -1,090 -3%
OAM
117
Oppenheimer Asset Management
New York
$1.69M -$53.3K -1,030 -3%
KA
118
Kerrisdale Advisers
Florida
$1.68M
Stifel Financial
119
Stifel Financial
Missouri
$1.68M -$178K -3,450 -9%
UBS Group
120
UBS Group
Switzerland
$1.63M +$220K +4,250 +14%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$1.59M +$873K +16,880 +103%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.58M -$2.54M -49,100 -60%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.52M +$62.6K +1,210 +4%
OTPPB
124
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.52M +$632K +12,230 +62%
Holocene Advisors
125
Holocene Advisors
New York
$1.49M +$1.62M +31,240 New

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.