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U-Haul Holding Co
UHAL

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: 5 → 5 (0)

0.23% less ownership

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

2% less funds holding

Funds holding: 239 → 234 (-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
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$655K +$129K +3,790 +26%
OAM
127
Optimal Asset Management
California
$643K +$27.9K +820 +5%
GIBU
128
Gulf International Bank (UK)
United Kingdom
$621K – – –
CAM
129
Claret Asset Management
Quebec, Canada
$612K -$6.13K -180 -1%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$612K +$125K +3,660 +27%
WC
131
Weil Company
California
$609K +$583K +17,100 New
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$606K +$44.6K +1,310 +8%
URS
133
Utah Retirement Systems
Utah
$605K – – –
GT
134
Greenleaf Trust
Michigan
$598K – – –
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$584K +$50.4K +1,480 +10%
TCM
136
Tran Capital Management
California
$575K -$230K -6,750 -29%
RC
137
Roundview Capital
New Jersey
$537K -$181K -5,300 -26%
EGM
138
Engineers Gate Manager
New York
$534K +$511K +15,010 New
Stifel Financial
139
Stifel Financial
Missouri
$530K -$103K -3,030 -17%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$523K -$16.7K -490 -3%
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$521K -$25.8M -757,810 -98%
Osaic Holdings
142
Osaic Holdings
Arizona
$519K -$35.1K -1,030 -7%
NAM
143
Nissay Asset Management
Japan
$498K +$20.4K +600 +4%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$494K -$152K -4,470 -24%
GC
145
Guggenheim Capital
Illinois
$489K +$212K +6,210 +82%
PC
146
PA Capital
Virginia
$478K -$204K -6,000 -31%
PP
147
Paloma Partners
Connecticut
$455K -$553K -16,230 -56%
KeyBank National Association
148
KeyBank National Association
Ohio
$455K -$52.5K -1,540 -11%
ZCA
149
Zeke Capital Advisors
Pennsylvania
$450K -$20.4K -600 -5%
DIS
150
Diversified Investment Strategies
Louisiana
$449K +$104K +3,050 +32%
4 5
6
7 8

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.