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U-Haul Holding Co

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219241 (+22)

4.72% more ownership

Funds ownership: 375.21%379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$295M +$6.56M +172,930 +2%
BlackRock
2
BlackRock
New York
$246M +$14.6M +383,550 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$229M -$2.1M -55,230 -0.9%
ACM
4
Abrams Capital Management
Massachusetts
$211M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$176M -$925K -24,380 -0.5%
Principal Financial Group
6
Principal Financial Group
Iowa
$153M -$1.99M -52,400 -1%
Artisan Partners
7
Artisan Partners
Wisconsin
$116M -$2.64M -69,630 -2%
State Street
8
State Street
Massachusetts
$93.9M +$3.65M +96,040 +4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.8M -$65.5M -1,724,550 -46%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$74M -$4.23M -111,400 -5%
YAM
11
Yacktman Asset Management
Texas
$66.7M -$269K -7,090 -0.4%
AQR Capital Management
12
AQR Capital Management
Connecticut
$54.2M +$3.82M +100,700 +7%
BC
13
Bruce & Co
Illinois
$53.9M -$2.37M -62,330 -4%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$51.8M +$158K +4,150 +0.3%
RP
15
Reinhart Partners
Wisconsin
$43.1M +$6.79M +178,800 +18%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$41.6M +$2.16M +56,820 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$39.6M +$1.82M +47,960 +5%
Bank of America
18
Bank of America
North Carolina
$38.4M +$372K +9,810 +1%
Goldman Sachs
19
Goldman Sachs
New York
$32.6M -$5.09M -134,170 -13%
TAM
20
Third Avenue Management
New York
$30.2M +$1.85M +48,660 +6%
SI
21
Scout Investments
Missouri
$27.6M +$6.66M +175,350 +31%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$27.6M -$1.56M -40,990 -5%
Charles Schwab
23
Charles Schwab
California
$22.1M +$609K +16,040 +3%
Northern Trust
24
Northern Trust
Illinois
$22M -$445K -11,720 -2%
SFM
25
Systematic Financial Management
New Jersey
$21.2M +$3.3M +86,900 +18%

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.