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U-Haul Holding Co
UHAL

276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

33% more capital invested

Capital invested by funds: $3.16B → $4.2B (+$1.04B)

6% more funds holding

Funds holding: 260 → 276 (+16)

6.14% less ownership

Funds ownership: 356.09% → 349.95% (-6.1%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
4.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
49
Increased
84
Reduced
103
Closed
31
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$2.08M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$42.5M
2
Wells Fargo
Wells Fargo
California
+$18.2M
3
Norges Bank
Norges Bank
Norway
+$16.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$14.8M
5
SCM
Scopia Capital Management
New York
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
SM
Senvest Management
New York
-$62.8M
2
Bank of America
Bank of America
North Carolina
-$36.5M
3
BC
Bruce & Co
Illinois
-$18.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.9M
5
State Street
State Street
Massachusetts
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Korea Investment Corp
126
Korea Investment Corp
South Korea
$1.65M -$1.76M -33,000 -55%
BCI
127
Brinker Capital Investments
Pennsylvania
$1.65M +$1.43M +26,970 New
Jane Street
128
Jane Street
New York
$1.51M +$1.31M +24,680 New
OAM
129
Optimal Asset Management
California
$1.47M +$319K +6,000 +33%
NFGCM
130
Norman Fields Gottscho Capital Management
New York
$1.42M – – –
WC
131
Weil Company
California
$1.26M +$16.5K +310 +2%
Nomura Asset Management
132
Nomura Asset Management
Japan
$1.19M +$37.2K +700 +4%
GKWIM
133
Gerber Kawasaki Wealth & Investment Management
California
$1.17M +$1.02M +19,130 New
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$1.17M +$100K +1,880 +11%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$1.15M +$409K +7,680 +69%
LOAMS
136
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M +$973K +18,290 New
Fuller & Thaler Asset Management
137
Fuller & Thaler Asset Management
California
$1.07M +$319K +6,000 +52%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$1.07M +$927K +17,430 New
M&T Bank
139
M&T Bank
New York
$1.03M – – –
GT
140
Greenleaf Trust
Michigan
$1.02M -$3.19K -60 -0.4%
URS
141
Utah Retirement Systems
Utah
$1.02M -$53.2K -1,000 -6%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$986K -$39.4K -740 -4%
Millennium Management
143
Millennium Management
New York
$981K -$4.77M -89,700 -85%
CAM
144
Claret Asset Management
Quebec, Canada
$978K -$3.19K -60 -0.4%
SLAM
145
Swiss Life Asset Management
$972K +$844K +15,860 New
RC
146
Roundview Capital
New Jersey
$969K – – –
SEI Investments
147
SEI Investments
Pennsylvania
$875K +$285K +5,360 +60%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$851K – – –
VOYA Investment Management
149
VOYA Investment Management
Georgia
$837K -$25K -470 -3%
NAM
150
Nissay Asset Management
Japan
$810K -$42.6K -800 -6%
4 5
6
7 8

UHAL Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.

  • 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
  • The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2021.