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U-Haul Holding Co

276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more capital invested

Capital invested by funds: $3.16B → $4.2B (+$1.04B)

6% more funds holding

Funds holding: 260276 (+16)

6.14% less ownership

Funds ownership: 356.09%349.95% (-6.1%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
4.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
49
Increased
84
Reduced
103
Closed
31
Calls
$2.76M
Puts
Net Calls
+$2.76M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$809K -$28.2K -530 -4%
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$808K -$279K -5,240 -28%
ECM
153
ExodusPoint Capital Management
New York
$800K +$54.8K +1,030 +9%
BS
154
Banco Santander
Spain
$760K +$660K +12,400 New
DIS
155
Diversified Investment Strategies
Louisiana
$757K -$13.3K -250 -2%
II
156
IFM Investors
Australia
$755K +$58K +1,090 +10%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$746K
MYAM
158
Meiji Yasuda Asset Management
Japan
$706K +$38.3K +720 +7%
GIBU
159
Gulf International Bank (UK)
United Kingdom
$705K -$317K -5,950 -34%
KeyBank National Association
160
KeyBank National Association
Ohio
$696K -$181K -3,410 -23%
KBC Group
161
KBC Group
Belgium
$684K
PP
162
Paloma Partners
Connecticut
$681K +$591K +11,110 New
ZCA
163
Zeke Capital Advisors
Pennsylvania
$652K +$42.6K +800 +8%
Osaic Holdings
164
Osaic Holdings
Arizona
$645K -$163K -3,070 -23%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$645K +$45.2K +850 +9%
AB
166
Amalgamated Bank
New York
$635K -$39.4K -740 -7%
SFS
167
Sowell Financial Services
Arkansas
$631K +$1.6K +30 +0.3%
RR
168
Robotti Robert
$613K -$53.2K -1,000 -9%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$613K +$213K +4,000 +67%
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$606K +$527K +9,900 New
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$603K -$62.2K -1,170 -11%
CP
172
Camelot Portfolios
Ohio
$589K -$46.3K -870 -8%
Macquarie Group
173
Macquarie Group
Australia
$589K +$12.8K +240 +3%
Stifel Financial
174
Stifel Financial
Missouri
$588K -$265K -4,980 -34%
Squarepoint
175
Squarepoint
New York
$569K -$78.2K -1,470 -14%

UHAL Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.

  • 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
  • The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2021.