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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
151
Parametrica Management
Hong Kong
$434K +$156K +4,290 +58%
US Bancorp
152
US Bancorp
Minnesota
$413K +$269K +7,390 +199%
NC
153
Noked Capital
Israel
$409K +$400K +11,000 New
NI
154
Noked Israel
Israel
$409K +$400K +11,000 New
NAM
155
Nissay Asset Management
Japan
$397K +$1.09K +30 +0.3%
JCM
156
Janney Capital Management
Pennsylvania
$375K +$2.91K +80 +0.8%
RJA
157
Raymond James & Associates
Florida
$373K +$26.9K +740 +8%
BPWA
158
Beacon Pointe Wealth Advisors
California
$372K
Man Group
159
Man Group
United Kingdom
$372K +$364K +10,010 New
UBS Group
160
UBS Group
Switzerland
$364K +$57.4K +1,580 +19%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$363K
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$347K +$1.09K +30 +0.3%
LPL Financial
163
LPL Financial
California
$337K
Two Sigma Advisers
164
Two Sigma Advisers
New York
$334K -$72.7K -2,000 -18%
YMRC
165
Yorktown Management & Research Company
Virginia
$334K
DADC
166
D.A. Davidson & Co
Montana
$332K +$325K +8,940 New
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$319K -$7.63K -210 -2%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$313K -$66.5K -1,830 -18%
Citadel Advisors
169
Citadel Advisors
Florida
$290K +$284K +7,810 New
TSS
170
Two Sigma Securities
New York
$285K -$176K -4,850 -39%
SAM
171
Shell Asset Management
Netherlands
$272K -$36.7K -1,010 -12%
BC
172
Burney Company
Virginia
$268K -$123K -3,380 -32%
KBC Group
173
KBC Group
Belgium
$261K
II
174
IFM Investors
Australia
$258K
DIS
175
Diversified Investment Strategies
Louisiana
$256K +$251K +6,900 New

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.