U-Haul Holding Co
UHAL
244 hedge funds and large institutions have $2.13B invested in U-Haul Holding Co in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 35 closing their positions.
20% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 35
19% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 75
9.14% more ownership
Funds ownership: 379.93% → 389.07% (+9.1%)
1% more funds holding
Funds holding: 241 → 244 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
23% less capital invested
Capital invested by funds: $2.77B → $2.13B (-$638M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
JNE Partners
London,
United Kingdom
|
+$27.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.4M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$14.9M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$12.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$28.1M |
| 2 |
TCM
Tran Capital Management
San Rafael,
California
|
-$15.4M |
| 3 |
LHC
Lodge Hill Capital
New York
|
-$11.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.45M |
| 5 |
Goldman Sachs
New York
|
-$9.44M |
UHAL Hedge Fund Activity: Q1 2020 in Review
244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2020, worth a combined $2.13B — down 23% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UHAL positions and 35 closed out — a net gain of 7 holders — while 89 added to existing stakes and 75 trimmed.
The largest buyer was JNE Partners, opening a new position worth an estimated $27.2M. The largest seller was Wealth Quarterback, cutting an estimated $28.1M.
- 244 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2020, up from 241 in Q4 2019.
- Funds reported $2.13B of U-Haul Holding Co stock for Q1 2020, down 23% quarter-over-quarter.
- 42 funds opened new U-Haul Holding Co positions in Q1 2020 and 35 closed out, a net change of +7 holders.
- The largest U-Haul Holding Co buyer in Q1 2020 was JNE Partners, an estimated $27.2M added.
- The largest U-Haul Holding Co seller in Q1 2020 was Wealth Quarterback, an estimated $28.1M sold.
Based on aggregated 13F filings for Q1 2020.