We are live on ! Find out more
UHAL icon

U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
$319K -$13.2M -255,550 -97%
Millennium Management
202
Millennium Management
New York
$311K -$548K -10,590 -62%
KBC Group
203
KBC Group
Belgium
$301K
HIIFS
204
Harel Insurance Investments & Financial Services
Israel
$294K -$20.7K -400 -6%
Jane Street
205
Jane Street
New York
$287K -$899K -17,380 -74%
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$283K +$22.8K +440 +8%
ALAM
207
Asahi Life Asset Management
Japan
$277K -$16K -310 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$276K +$137K +2,640 +84%
CCP
209
Corient Capital Partners
California
$276K +$298K +5,770 New
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272K -$899K -17,380 -75%
Creative Planning
211
Creative Planning
Kansas
$270K +$17.1K +330 +6%
CSS
212
Cubist Systematic Strategies
Connecticut
$266K -$987K -19,080 -77%
VI
213
Versor Investments
New York
$266K +$288K +5,570 New
DZ Bank
214
DZ Bank
Germany
$261K -$2.86M -55,330 -91%
Nordea Investment Management
215
Nordea Investment Management
Sweden
$255K +$54.3K +1,050 +24%
SOMRS
216
State of Michigan Retirement System
Michigan
$242K +$51.7K +1,000 +25%
PG
217
Pendal Group
Australia
$240K -$380K -7,340 -59%
CIAS
218
CBIZ Investment Advisory Services
Ohio
$239K
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$238K +$14.5K +280 +6%
BEAM
220
Baker Ellis Asset Management
Washington
$237K -$10.3K -200 -4%
GC
221
Guggenheim Capital
Illinois
$235K -$51.7K -1,000 -17%
Squarepoint
222
Squarepoint
New York
$233K +$1.55K +30 +0.6%
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K +$6.21K +120 +3%
GTCM
224
Gyon Technologies Capital Management
New Jersey
$231K +$250K +4,840 New
DA
225
Denali Advisors
California
$225K -$25.3K -490 -9%

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.