U-Haul Holding Co
UHAL
192 hedge funds and large institutions have $419M invested in U-Haul Holding Co in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 36 closing their positions.
0.44% more ownership
Funds ownership: 38.24% → 38.68% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 203 → 192 (-11)
6% less capital invested
Capital invested by funds: $447M → $419M (-$27.5M)
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
34% less call options, than puts
Call options by funds: $1.67M | Put options by funds: $2.53M
37% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$28.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$6.91M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$6.02M |
| 5 |
OWIM
Old West Investment Management
Los Angeles,
California
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.02M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.87M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$6.04M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$5.52M |
| 5 |
Morgan Stanley
New York
|
-$3.93M |
UHAL Hedge Fund Activity: Q2 2023 in Review
192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2023, worth a combined $419M — down 6.2% from $447M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of UHAL and 26 opened new positions — a net loss of 10 holders — while 73 trimmed existing stakes and 46 added.
The largest buyer was Scharf Investments, opening a new position worth an estimated $28.2M. The largest seller was Millennium Management, cutting an estimated $7.02M.
- 192 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2023, down from 203 in Q1 2023.
- Funds reported $419M of U-Haul Holding Co stock for Q2 2023, down 6.2% quarter-over-quarter.
- 26 funds opened new U-Haul Holding Co positions in Q2 2023 and 36 closed out, a net change of -10 holders.
- The largest U-Haul Holding Co buyer in Q2 2023 was Scharf Investments, an estimated $28.2M added.
- The largest U-Haul Holding Co seller in Q2 2023 was Millennium Management, an estimated $7.02M sold.
Based on aggregated 13F filings for Q2 2023.