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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$266M +$5.38M +148,170 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$242M -$633K -17,410 -0.3%
ACM
3
Abrams Capital Management
Massachusetts
$209M -$5.37M -147,870 -3%
BlackRock
4
BlackRock
New York
$194M +$9.82M +270,150 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$177M +$5.69M +156,670 +3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$170M +$5.04M +138,740 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$150M -$711K -19,570 -0.5%
Artisan Partners
8
Artisan Partners
Wisconsin
$133M -$2.51M -69,210 -2%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$91.7M +$7.67M +211,180 +9%
State Street
10
State Street
Massachusetts
$80.2M +$8.91M +245,350 +13%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$70.6M +$366K +10,070 +0.5%
YAM
12
Yacktman Asset Management
Texas
$66.3M +$4.62M +127,160 +8%
BC
13
Bruce & Co
Illinois
$63.1M -$2.36M -65,000 -4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$52.7M +$2.05M +56,370 +4%
Bank of America
15
Bank of America
North Carolina
$43.3M -$120K -3,290 -0.3%
RP
16
Reinhart Partners
Wisconsin
$34.6M +$881K +24,260 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$34.1M -$2.36M -64,860 -7%
Goldman Sachs
18
Goldman Sachs
New York
$33M -$7.47M -205,560 -19%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$31.7M -$955K -26,270 -3%
TAM
20
Third Avenue Management
New York
$30.1M -$2.35M -64,560 -8%
Morgan Stanley
21
Morgan Stanley
New York
$26.7M -$189K -5,210 -0.7%
ICM
22
Indaba Capital Management
California
$25.2M -$1.84M -50,590 -7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$25.1M +$95.2K +2,620 +0.4%
USAA
24
United Services Automobile Association
Texas
$24.5M +$791K +21,780 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$23.1M +$3.75M +103,220 +20%

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.