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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$254K -$1.7K -50 -0.7%
SFS
177
Sowell Financial Services
Arkansas
$252K -$6.13K -180 -2%
TRCT
178
Tower Research Capital (TRC)
New York
$246K +$220K +6,460 +1,468%
B
179
Barings
North Carolina
$219K +$210K +6,160 New
AFP
180
Ausdal Financial Partners
Iowa
$201K +$192K +5,650 New
Ensign Peak Advisors
181
Ensign Peak Advisors
Utah
$199K +$191K +5,600 New
CIAS
182
CBIZ Investment Advisory Services
Ohio
$178K – – –
SOADOR
183
State of Alaska Department of Revenue
Alaska
$154K – – –
JIR
184
James Investment Research
Ohio
$142K – – –
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$128K – – –
IMRF
186
Illinois Municipal Retirement Fund
Illinois
$121K +$116K +3,400 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$117K -$21.1K -620 -16%
US Bancorp
188
US Bancorp
Minnesota
$115K -$3.07K -90 -3%
EOJOAM
189
E. Ohman J:or Asset Management
Sweden
$107K – – –
First Manhattan
190
First Manhattan
New York
$90K -$10.2K -300 -11%
S
191
SignatureFD
Georgia
$89K +$73.3K +2,150 +632%
SAM
192
Shell Asset Management
Netherlands
$85K -$57.2K -1,680 -41%
AIM
193
AIA Investment Management
Singapore
$65K +$27.6K +810 +80%
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$63.7K -$1.02K -30 -2%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$63K +$681 +20 +1%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$62K +$59.3K +1,740 New
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$61K – – –
AIG
198
American International Group
New York
$41K -$341 -10 -0.9%
LS
199
Livforsakringsbolaget Skandia
Sweden
$36K – – –
SO
200
STRS Ohio
Ohio
$35K -$1.88M -55,110 -98%
6 7
8
9 10

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.