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U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
151
LPL Financial
California
$445K +$172K +5,050 +68%
TC
152
TwinBeech Capital
New York
$444K +$425K +12,460 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$434K – – –
RJFSA
154
Raymond James Financial Services Advisors
Florida
$419K +$60.3K +1,770 +18%
Fuller & Thaler Asset Management
155
Fuller & Thaler Asset Management
California
$419K +$210K +6,150 +110%
KBC Group
156
KBC Group
Belgium
$398K – – –
AB
157
Amalgamated Bank
New York
$395K – – –
CP
158
Camelot Portfolios
Ohio
$385K +$95.4K +2,800 +35%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$381K -$102K -3,000 -22%
Creative Planning
160
Creative Planning
Kansas
$371K – – –
MYAM
161
Meiji Yasuda Asset Management
Japan
$370K -$20.4K -600 -5%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$366K +$80.1K +2,350 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$363K -$102K -3,000 -23%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$363K +$275K +8,080 +379%
Macquarie Group
165
Macquarie Group
Australia
$359K +$61.3K +1,800 +22%
TD Asset Management
166
TD Asset Management
Ontario, Canada
$342K +$327K +9,600 New
JCM
167
Janney Capital Management
Pennsylvania
$315K -$6.13K -180 -2%
IFWM
168
Institute for Wealth Management
Colorado
$313K +$12.3K +360 +4%
QIM
169
Quantitative Investment Management
Virginia
$285K -$212K -6,230 -44%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$281K +$14.3K +420 +5%
II
171
IFM Investors
Australia
$270K – – –
WBC
172
Westpac Banking Corp
Australia
$264K +$77K +2,260 +44%
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$263K +$6.13K +180 +2%
SEI Investments
174
SEI Investments
Pennsylvania
$259K +$248K +7,280 New
HF
175
HRT Financial
New York
$258K +$248K +7,270 New
5 6
7
8 9

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.