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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
AWA
201
Arkadios Wealth Advisors
Georgia
$32.3K -$681 -20 -2%
AF
202
Advisornet Financial
Minnesota
$28K – – –
FHA
203
First Horizon Advisors
Tennessee
$28K – – –
FMT
204
First Mercantile Trust
Tennessee
$26K -$4.43K -130 -16%
CIA
205
CSat Investment Advisory
Michigan
$25K +$3.07K +90 +15%
BCA
206
Berman Capital Advisors
Georgia
$16K -$1.02K -30 -6%
PA
207
Parallel Advisors
California
$14K – – –
ASN
208
Advisory Services Network
Georgia
$14K +$13.3K +390 New
PCG
209
Private Capital Group
Connecticut
$12K – – –
FCH
210
Freestone Capital Holdings
Washington
$9.61K +$9.2K +270 New
H
211
Hexavest
Quebec, Canada
$9K – – –
CIA
212
Cascade Investment Advisors
Oregon
$8.9K – – –
PWMG
213
Prestige Wealth Management Group
New Jersey
$8K +$1.02K +30 +16%
LC
214
Lindbrook Capital
California
$6K – – –
JWM
215
Janiczek Wealth Management
Colorado
$5K +$4.77K +140 New
FHA
216
Flagship Harbor Advisors
Massachusetts
$4K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
GT
218
Glenmede Trust
Pennsylvania
$4K +$1.36K +40 +44%
OAJ
219
Ogorek Anthony Joseph
New York
$3K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
ZB
221
Zions Bancorporation
Utah
$3K – – –
BBHC
222
Brown Brothers Harriman & Co
New York
$2K – – –
EARNEST Partners
223
EARNEST Partners
Georgia
$2K – – –
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2K – – –
VFA
225
Valeo Financial Advisors
Indiana
$1K -$3.41K -100 -83%
7 8
9
10 11

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.