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U-Haul Holding Co

260 hedge funds and large institutions have $3.16B invested in U-Haul Holding Co in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

150% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $453K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $2.47B → $3.16B (+$690M)

11% more funds holding

Funds holding: 234260 (+26)

1.73% more ownership

Funds ownership: 354.36%356.09% (+1.7%)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

Holders
260
Holders Change
+26
Holders Change %
+11.11%
% of All Funds
4.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
46
Increased
77
Reduced
90
Closed
17
Calls
$1.13M
Puts
$453K
Net Calls
+$681K
Net Calls Change
+$681K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$348M +$6.27M +157,470 +2%
BlackRock
2
BlackRock
New York
$312M +$13.9M +350,050 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$262M -$10.4M -261,130 -4%
ACM
4
Abrams Capital Management
Massachusetts
$255M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$210M -$3M -75,220 -2%
Artisan Partners
6
Artisan Partners
Wisconsin
$116M -$7.44M -186,700 -7%
YAM
7
Yacktman Asset Management
Texas
$112M -$3.57M -89,490 -4%
State Street
8
State Street
Massachusetts
$110M -$3M -75,410 -3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M +$2.47M +62,040 +3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$66.5M -$3.16M -79,260 -5%
SM
11
Senvest Management
New York
$62.8M +$6.29M +157,800 +13%
BC
12
Bruce & Co
Illinois
$59.4M -$3.39M -85,000 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.2M +$3.23M +81,000 +7%
RP
14
Reinhart Partners
Wisconsin
$51M +$1.94M +48,610 +4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$49.1M +$9.97M +250,280 +30%
SCM
16
Smead Capital Management
Arizona
$42.1M -$1.8M -45,230 -5%
Norges Bank
17
Norges Bank
Norway
$35.9M +$4.01M +100,660 +15%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$35.8M +$858K +21,540 +3%
Bank of America
19
Bank of America
North Carolina
$34.9M -$1.57M -39,410 -5%
JP
20
JNE Partners
United Kingdom
$32.6M
Charles Schwab
21
Charles Schwab
California
$30.8M +$559K +14,030 +2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$30.6M -$3.11M -78,050 -10%
Swiss National Bank
23
Swiss National Bank
Switzerland
$29.6M -$199K -5,000 -0.8%
Northern Trust
24
Northern Trust
Illinois
$28.4M +$15.1K +380 +0.1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$26.9M -$2.75M -68,920 -10%

UHAL Hedge Fund Activity: Q4 2020 in Review

260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2020, worth a combined $3.16B — up 28% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UHAL positions and 17 closed out — a net gain of 29 holders — while 77 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $13.9M. The largest seller was Wellington Management Group, cutting an estimated $10.4M.

  • 260 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2020, up from 234 in Q3 2020.
  • Funds reported $3.16B of U-Haul Holding Co stock for Q4 2020, up 28% quarter-over-quarter.
  • 46 funds opened new U-Haul Holding Co positions in Q4 2020 and 17 closed out, a net change of +29 holders.
  • The largest U-Haul Holding Co buyer in Q4 2020 was BlackRock, an estimated $13.9M added.
  • The largest U-Haul Holding Co seller in Q4 2020 was Wellington Management Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2020.