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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M +$4.68M +126,830 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$233M +$9.39M +254,380 +4%
ACM
3
Abrams Capital Management
Massachusetts
$205M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$157M +$12.6M +342,480 +8%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$153M +$1.01M +27,440 +0.6%
Principal Financial Group
6
Principal Financial Group
Iowa
$144M +$26.8M +725,680 +22%
Artisan Partners
7
Artisan Partners
Wisconsin
$142M -$5.1M -138,210 -3%
BlackRock
8
BlackRock
New York
$136M +$5.91M +160,200 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$73M +$14.2M +386,050 +23%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$66.9M +$5.54K +150 +0%
State Street
11
State Street
Massachusetts
$64.1M +$12.5M +339,250 +23%
BC
12
Bruce & Co
Illinois
$64.1M -$2.4M -65,090 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$58.1M -$19.1M -518,130 -24%
YAM
14
Yacktman Asset Management
Texas
$46.7M +$3.93M +106,360 +9%
First Manhattan
15
First Manhattan
New York
$46.4M -$68.7M -1,861,110 -59%
Goldman Sachs
16
Goldman Sachs
New York
$45.7M -$464K -12,580 -1%
HSC
17
Harbor Spring Capital
New York
$41.4M -$3.69M -100,000 -8%
Bank of America
18
Bank of America
North Carolina
$38.8M +$4M +108,270 +11%
RP
19
Reinhart Partners
Wisconsin
$34.2M +$530K +14,370 +2%
TAM
20
Third Avenue Management
New York
$31.3M +$81.6K +2,210 +0.3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$29.2M +$2.47M +67,060 +9%
Morgan Stanley
22
Morgan Stanley
New York
$28.7M +$547K +14,820 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$26.3M +$2.28M +61,830 +9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$26.1M -$170K -4,600 -0.6%
USAA
25
United Services Automobile Association
Texas
$24M -$626K -16,950 -2%
1
2 3 4 5

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.