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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
151
Nissay Asset Management
Japan
$365K +$2.21K +60 +0.6%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$363K +$17.3K +470 +5%
DADC
153
D.A. Davidson & Co
Montana
$362K -$2.21K -60 -0.6%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$342K +$29.2K +790 +9%
Citadel Advisors
155
Citadel Advisors
Florida
$327K +$339K +9,180 New
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$326K +$5.17K +140 +2%
YMRC
157
Yorktown Management & Research Company
Virginia
$321K – – –
LPL Financial
158
LPL Financial
California
$309K +$319K +8,650 New
VF
159
Virtu Financial
New York
$297K +$307K +8,330 New
II
160
IFM Investors
Australia
$285K +$295K +8,000 New
AFP
161
Ausdal Financial Partners
Iowa
$280K – – –
MOACM
162
Mutual of America Capital Management
New York
$280K – – –
UBS Group
163
UBS Group
Switzerland
$259K +$14K +380 +6%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$256K +$62.7K +1,700 +31%
JIR
165
James Investment Research
Ohio
$250K -$18.5K -500 -7%
KBC Group
166
KBC Group
Belgium
$250K – – –
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$249K – – –
JG
168
Jefferies Group
New York
$248K +$257K +6,960 New
CIBC Asset Management
169
CIBC Asset Management
Ontario, Canada
$244K – – –
AI
170
Atria Investments
North Carolina
$239K -$83K -2,250 -25%
IHL
171
Investment House LLC
California
$235K – – –
Jane Street
172
Jane Street
New York
$234K -$123K -3,340 -34%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$234K +$14.8K +400 +7%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$216K – – –
RJA
175
Raymond James & Associates
Florida
$216K +$3.32K +90 +2%
5 6
7
8 9

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.