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U-Haul Holding Co

289 hedge funds and large institutions have $3.62B invested in U-Haul Holding Co in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more capital invested

Capital invested by funds: $3.34B → $3.62B (+$280M)

6.55% more ownership

Funds ownership: 357.67%364.22% (+6.6%)

8% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 99

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0% less funds holding

Funds holding: 290289 (-1)

86% less call options, than puts

Call options by funds: $5.09M | Put options by funds: $35.8M

Holders
289
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
33
Increased
107
Reduced
99
Closed
33
Calls
$5.09M
Puts
$35.8M
Net Calls
-$30.8M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
201
Maryland State Retirement & Pension System
Maryland
$363K
KBC Group
202
KBC Group
Belgium
$321K
BEAM
203
Baker Ellis Asset Management
Washington
$311K +$60.3K +1,150 +23%
HIIFS
204
Harel Insurance Investments & Financial Services
Israel
$302K -$11.5K -220 -4%
William Blair & Company
205
William Blair & Company
Illinois
$290K +$298K +5,690 New
Nordea Investment Management
206
Nordea Investment Management
Sweden
$277K
CCP
207
Corient Capital Partners
California
$276K
YMRC
208
Yorktown Management & Research Company
Virginia
$275K +$283K +5,400 New
GC
209
Guggenheim Capital
Illinois
$271K +$22K +420 +9%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$271K +$279K +5,330 New
KeyBank National Association
211
KeyBank National Association
Ohio
$270K +$278K +5,310 New
WBC
212
Westpac Banking Corp
Australia
$263K -$262K -5,010 -49%
CAN
213
Cetera Advisor Networks
California
$262K +$270K +5,150 New
SOMRS
214
State of Michigan Retirement System
Michigan
$258K
FPA
215
First Pacific Advisors
California
$255K +$262K +5,000 New
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K +$6.29K +120 +2%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$254K
TF
218
Trek Financial
Arizona
$246K -$236K -4,500 -48%
DA
219
Denali Advisors
California
$240K
ST
220
Somerset Trust
Pennsylvania
$230K
MC
221
Maverick Capital
Texas
$230K +$236K +4,510 New
AFP
222
Ausdal Financial Partners
Iowa
$222K -$1.57K -30 -0.7%
BA
223
Bridgewater Associates
Connecticut
$216K -$2.67M -51,020 -92%
BC
224
Burney Company
Virginia
$214K
BPC
225
Banque Pictet & Cie
Switzerland
$212K +$218K +4,170 New

UHAL Hedge Fund Activity: Q3 2022 in Review

289 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2022, worth a combined $3.62B — up 8.4% from $3.34B a quarter earlier.

Fund positioning in UHAL was balanced in Q3 2022: 33 funds opened new positions, 33 closed out, 107 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.1M. The largest seller was AQR Capital Management, cutting an estimated $32.1M.

  • 289 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2022, down from 290 in Q2 2022.
  • Funds reported $3.62B of U-Haul Holding Co stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q3 2022 and 33 closed out, a net change of 0 holders.
  • The largest U-Haul Holding Co buyer in Q3 2022 was Fidelity Investments, an estimated $48.1M added.
  • The largest U-Haul Holding Co seller in Q3 2022 was AQR Capital Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2022.