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U-Haul Holding Co

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219241 (+22)

4.72% more ownership

Funds ownership: 375.21%379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOM
151
Bank of Marin
California
$436K +$440K +11,590 New
NAM
152
Nissay Asset Management
Japan
$432K +$14K +370 +3%
Creative Planning
153
Creative Planning
Kansas
$421K -$31.9K -840 -7%
ST
154
Somerset Trust
Pennsylvania
$417K -$12.1K -320 -3%
Macquarie Group
155
Macquarie Group
Australia
$401K +$290K +7,650 +255%
JCM
156
Janney Capital Management
Pennsylvania
$395K -$8.35K -220 -2%
WQ
157
Wealth Quarterback
New Jersey
$376K +$31.8M +836,810 New
RR
158
Robotti Robert
$376K -$455K -12,000 -55%
BPWA
159
Beacon Pointe Wealth Advisors
California
$376K
HAM
160
Highstreet Asset Management
Ontario, Canada
$374K +$377K +9,940 New
VCP
161
Verus Capital Partners
Arizona
$372K +$375K +9,890 New
II
162
IFM Investors
Australia
$368K
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$366K
UBS Group
164
UBS Group
Switzerland
$347K -$142K -3,730 -29%
YMRC
165
Yorktown Management & Research Company
Virginia
$338K
Neuberger Berman Group
166
Neuberger Berman Group
New York
$330K +$5.69K +150 +2%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$320K +$14.4K +380 +5%
OAM
168
Optimal Asset Management
California
$306K +$309K +8,130 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$1.08M -28,510 -78%
LPL Financial
170
LPL Financial
California
$281K -$295K -7,780 -51%
GC
171
Guggenheim Capital
Illinois
$274K -$1.13M -29,900 -80%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$269K -$937K -24,680 -77%
KBC Group
173
KBC Group
Belgium
$264K
DIS
174
Diversified Investment Strategies
Louisiana
$259K
SFS
175
Sowell Financial Services
Arkansas
$256K +$49.3K +1,300 +24%

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.