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U-Haul Holding Co

250 hedge funds and large institutions have $2.26B invested in U-Haul Holding Co in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 73

21% more capital inflows, than outflows

Capital inflows: $267M | Capital outflows: $220M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.6% more ownership

Funds ownership: 30.17% → 30.77% (+0.6%)

0% more funds holding

Funds holding: 250 → 250 (0)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
6.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
28
Increased
89
Reduced
73
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

UHAL Hedge Fund Activity: Q3 2017 in Review

250 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2017, worth a combined $2.26B — up 4.4% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UHAL positions and 26 closed out — a net gain of 2 holders — while 89 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.7M. The largest seller was Greenlight Capital, cutting an estimated $63.5M.

  • 250 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.26B of U-Haul Holding Co stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 28 funds opened new U-Haul Holding Co positions in Q3 2017 and 26 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2017 was Vanguard Group, an estimated $73.7M added.
  • The largest U-Haul Holding Co seller in Q3 2017 was Greenlight Capital, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2017.