U-Haul Holding Co
UHAL
260 hedge funds and large institutions have $3.16B invested in U-Haul Holding Co in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 17 closing their positions.
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
150% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $453K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
28% more capital invested
Capital invested by funds: $2.47B → $3.16B (+$690M)
11% more funds holding
Funds holding: 234 → 260 (+26)
1.73% more ownership
Funds ownership: 354.36% → 356.09% (+1.7%)
14% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.97M |
| 3 |
SM
Senvest Management
New York
|
+$6.29M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.27M |
| 5 |
ISL
Ingalls & Snyder LLC
New York
|
+$5.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.4M |
| 2 |
Morgan Stanley
New York
|
-$8.86M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$7.44M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$6.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$5.31M |
UHAL Hedge Fund Activity: Q4 2020 in Review
260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2020, worth a combined $3.16B — up 28% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new UHAL positions and 17 closed out — a net gain of 29 holders — while 77 added to existing stakes and 90 trimmed.
The largest buyer was BlackRock, adding an estimated $13.9M. The largest seller was Wellington Management Group, cutting an estimated $10.4M.
- 260 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2020, up from 234 in Q3 2020.
- Funds reported $3.16B of U-Haul Holding Co stock for Q4 2020, up 28% quarter-over-quarter.
- 46 funds opened new U-Haul Holding Co positions in Q4 2020 and 17 closed out, a net change of +29 holders.
- The largest U-Haul Holding Co buyer in Q4 2020 was BlackRock, an estimated $13.9M added.
- The largest U-Haul Holding Co seller in Q4 2020 was Wellington Management Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2020.