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U-Haul Holding Co
UHAL

281 hedge funds and large institutions have $4.21B invested in U-Haul Holding Co in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 73

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

13.23% more ownership

Funds ownership: 349.95% → 363.18% (+13%)

2% more funds holding

Funds holding: 276 → 281 (+5)

0% more capital invested

Capital invested by funds: $4.2B → $4.21B (+$2.65M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

97% less call options, than puts

Call options by funds: $117K | Put options by funds: $4.13M

Holders
281
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
42
Increased
110
Reduced
73
Closed
35
Calls
$117K
Puts
$4.13M
Net Calls
-$4.01M
Net Calls Change
-$6.76M

Top Buyers

Rank Fund Capital Flow
1
YAM
Yacktman Asset Management
Texas
+$113M
2
State Street
State Street
Massachusetts
+$32.7M
3
Millennium Management
Millennium Management
New York
+$23.4M
4
Goldman Sachs
Goldman Sachs
New York
+$21.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$140M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$28.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.1M
4
SCM
Scopia Capital Management
New York
-$16.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.67M -$90.3K -1,540 -5%
BCI
127
Brinker Capital Investments
Pennsylvania
$1.67M +$80.3K +1,370 +5%
Skandinaviska Enskilda Banken (SEB)
128
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.67M -$76.8K -1,310 -4%
RC
129
RBF Capital
California
$1.65M – – –
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$1.65M -$59.8K -1,020 -4%
ASRS
131
Arizona State Retirement System
Arizona
$1.63M -$32.8K -560 -2%
AB
132
Amalgamated Bank
New York
$1.58M +$960K +16,380 +158%
PAM
133
Panagora Asset Management
Massachusetts
$1.53M -$2.7M -45,990 -64%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$1.53M -$58.6K -1,000 -4%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$1.51M +$387K +6,610 +35%
ZDA
136
Zweig-DiMenna Associates
New York
$1.5M +$1.49M +25,370 New
OAM
137
Optimal Asset Management
California
$1.42M – – –
NFGCM
138
Norman Fields Gottscho Capital Management
New York
$1.36M – – –
WC
139
Weil Company
California
$1.22M – – –
BFM
140
Boothbay Fund Management
New York
$1.17M +$1.16M +19,850 New
VOYA Investment Management
141
VOYA Investment Management
Georgia
$1.15M +$343K +5,850 +43%
Nomura Asset Management
142
Nomura Asset Management
Japan
$1.15M – – –
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$1.12M +$89.1K +1,520 +9%
Simplex Trading
144
Simplex Trading
Illinois
$1.12M +$1.11M +18,870 +26,957%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$1.08M -$31.1K -530 -3%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$1.07M +$121K +2,060 +13%
Aviva
147
Aviva
United Kingdom
$1.06M +$1.06M +18,060 New
SEI Investments
148
SEI Investments
Pennsylvania
$1.06M +$196K +3,340 +23%
BAMF
149
BI Asset Management Fondsmaeglerselskab
Denmark
$1.05M +$1.04M +17,780 New
RC
150
Roundview Capital
New Jersey
$994K +$61K +1,040 +7%
4 5
6
7 8

UHAL Hedge Fund Activity: Q2 2021 in Review

281 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2021, worth a combined $4.21B — up 0.06% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UHAL positions and 35 closed out — a net gain of 7 holders — while 110 added to existing stakes and 73 trimmed.

The largest buyer was Yacktman Asset Management, adding an estimated $113M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $140M sold.

  • 281 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2021, up from 276 in Q1 2021.
  • Funds reported $4.21B of U-Haul Holding Co stock for Q2 2021, up 0.06% quarter-over-quarter.
  • 42 funds opened new U-Haul Holding Co positions in Q2 2021 and 35 closed out, a net change of +7 holders.
  • The largest U-Haul Holding Co buyer in Q2 2021 was Yacktman Asset Management, an estimated $113M added.
  • The largest U-Haul Holding Co seller in Q2 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2021.