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U-Haul Holding Co
UHAL

234 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.1B → $2.47B (+$373M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.23% less ownership

Funds ownership: 354.59% → 354.36% (-0.23%)

2% less funds holding

Funds holding: 239 → 234 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
73
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
Senvest Management
New York
+$41.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$18.4M
4
YAM
Yacktman Asset Management
Texas
+$16.2M
5
SCM
Smead Capital Management
Arizona
+$14.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$25.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$20.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$267M -$12.1M -353,760 -5%
BlackRock
2
BlackRock
New York
$232M -$39.4M -1,155,530 -15%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$215M -$11.3M -331,970 -5%
ACM
4
Abrams Capital Management
Massachusetts
$200M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$168M -$1.3M -38,060 -0.8%
Artisan Partners
6
Artisan Partners
Wisconsin
$97.9M -$3.49M -102,410 -4%
YAM
7
Yacktman Asset Management
Texas
$90.8M +$16.2M +474,530 +23%
State Street
8
State Street
Massachusetts
$88.9M +$3.55M +104,090 +4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$82.3M +$5.55M +162,960 +8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$55M -$20.8M -609,100 -28%
BC
11
Bruce & Co
Illinois
$49.6M -$681K -20,000 -1%
RP
12
Reinhart Partners
Wisconsin
$44.4M -$2.21M -64,730 -5%
SM
13
Senvest Management
New York
$43.6M +$41.8M +1,225,570 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$39.6M +$1.05M +30,840 +3%
SCM
15
Smead Capital Management
Arizona
$34.6M +$14.9M +436,810 +82%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$30.1M +$28.3M +830,840 New
Bank of America
17
Bank of America
North Carolina
$28.8M -$1.61M -47,120 -6%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$27.3M +$137K +4,020 +0.5%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$26.6M -$2.41M -70,830 -9%
JP
20
JNE Partners
United Kingdom
$25.6M – – –
AQR Capital Management
21
AQR Capital Management
Connecticut
$24.6M -$4.36M -127,870 -16%
Norges Bank
22
Norges Bank
Norway
$24.6M +$8.15M +239,100 +53%
Charles Schwab
23
Charles Schwab
California
$23.6M +$1.65M +48,460 +8%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$23.5M -$4.73M -138,870 -17%
Swiss National Bank
25
Swiss National Bank
Switzerland
$23.4M -$307K -9,000 -1%
1
2 3 4 5

UHAL Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2020, worth a combined $2.47B — up 18% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UHAL and 29 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 73 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 234 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2020, down from 239 in Q2 2020.
  • Funds reported $2.47B of U-Haul Holding Co stock for Q3 2020, up 18% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest U-Haul Holding Co buyer in Q3 2020 was Senvest Management, an estimated $41.8M added.
  • The largest U-Haul Holding Co seller in Q3 2020 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2020.