U-Haul Holding Co
UHAL
177 hedge funds and large institutions have $407M invested in U-Haul Holding Co in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 30 closing their positions.
6% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $1.66M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 38.68% → 38.04% (-0.64%)
3% less capital invested
Capital invested by funds: $419M → $407M (-$12.4M)
8% less funds holding
Funds holding: 192 → 177 (-15)
21% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 71
50% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$5.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.1M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.61M |
| 4 |
AFR
Applied Fundamental Research
Cambridge,
Massachusetts
|
+$3.28M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.9M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.28M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$2.37M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$2.23M |
| 5 |
BlackRock
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
201
Cutler Group
San Francisco,
California
| – | -$1K | -32 | Closed |
|
|
IPW
202
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.72K | -31 | Closed |
|
|
IGWM
203
ICA Group Wealth Management
Denver,
Colorado
| – | -$885 | -16 | Closed |
|
204
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$609 | -11 | Closed |
|
|
DI
205
Disciplined Investments
Tulsa,
Oklahoma
| – | -$221 | -4 | Closed |
|
UHAL Hedge Fund Activity: Q3 2023 in Review
177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2023, worth a combined $407M — down 3% from $419M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of UHAL and 15 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 56 added.
The largest buyer was Scharf Investments, adding an estimated $5.5M. The largest seller was Fidelity Investments, cutting an estimated $10.9M.
- 177 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2023, down from 192 in Q2 2023.
- Funds reported $407M of U-Haul Holding Co stock for Q3 2023, down 3% quarter-over-quarter.
- 15 funds opened new U-Haul Holding Co positions in Q3 2023 and 30 closed out, a net change of -15 holders.
- The largest U-Haul Holding Co buyer in Q3 2023 was Scharf Investments, an estimated $5.5M added.
- The largest U-Haul Holding Co seller in Q3 2023 was Fidelity Investments, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2023.