U-Haul Holding Co
UHAL
200 hedge funds and large institutions have $557M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 21 closing their positions.
187% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $705K
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
27% more capital invested
Capital invested by funds: $440M → $557M (+$117M)
13% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 53
8% more funds holding
Funds holding: 186 → 200 (+14)
0.33% more ownership
Funds ownership: 36.37% → 36.69% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.3M |
| 2 |
Millennium Management
New York
|
+$6.3M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$4.79M |
| 4 |
TFM
Trian Fund Management
New York
|
+$4.09M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.99M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.3M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.08M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$2.77M |
| 5 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$2.64M |
UHAL Hedge Fund Activity: Q3 2024 in Review
200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2024, worth a combined $557M — up 27% from $440M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UHAL positions and 21 closed out — a net gain of 17 holders — while 60 added to existing stakes and 53 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $15.3M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $4.99M.
- 200 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2024, up from 186 in Q2 2024.
- Funds reported $557M of U-Haul Holding Co stock for Q3 2024, up 27% quarter-over-quarter.
- 38 funds opened new U-Haul Holding Co positions in Q3 2024 and 21 closed out, a net change of +17 holders.
- The largest U-Haul Holding Co buyer in Q3 2024 was Lord, Abbett & Co, an estimated $15.3M added.
- The largest U-Haul Holding Co seller in Q3 2024 was Jacobs Levy Equity Management, an estimated $4.99M sold.
Based on aggregated 13F filings for Q3 2024.