U-Haul Holding Co
UHAL
214 hedge funds and large institutions have $1.81B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.
9% less funds holding
Funds holding: 234 → 214 (-20)
13% less capital invested
Capital invested by funds: $2.09B → $1.81B (-$278M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
22% less call options, than puts
Call options by funds: $5.87M | Put options by funds: $7.54M
24% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 84
49% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Greenlight Capital
New York
|
+$50.5M |
| 2 |
NM
Newtyn Management
New York
|
+$25M |
| 3 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
+$23M |
| 4 |
First Manhattan
New York
|
+$20.1M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$53.2M |
| 2 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$17.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$15.9M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$15.6M |
| 5 |
TM
Tiger Management
New York
|
-$15M |
UHAL Hedge Fund Activity: Q3 2016 in Review
214 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.81B — down 13% from $2.09B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.
The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.
- 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
- Funds reported $1.81B of U-Haul Holding Co stock for Q3 2016, down 13% quarter-over-quarter.
- 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
- The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
- The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.
Based on aggregated 13F filings for Q3 2016.