U-Haul Holding Co
UHAL
276 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 31 closing their positions.
58% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 31
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
33% more capital invested
Capital invested by funds: $3.16B → $4.2B (+$1.04B)
6% more funds holding
Funds holding: 260 → 276 (+16)
6.14% less ownership
Funds ownership: 356.09% → 349.95% (-6.1%)
18% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$42.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$16.5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.8M |
| 5 |
SCM
Scopia Capital Management
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
-$62.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$36.5M |
| 3 |
BC
Bruce & Co
Chicago,
Illinois
|
-$18.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.4M |
UHAL Hedge Fund Activity: Q1 2021 in Review
276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2021, worth a combined $4.2B — up 33% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new UHAL positions and 31 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $42.5M. The largest seller was Senvest Management, exiting entirely with an estimated $62.8M sold.
- 276 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2021, up from 260 in Q4 2020.
- Funds reported $4.2B of U-Haul Holding Co stock for Q1 2021, up 33% quarter-over-quarter.
- 49 funds opened new U-Haul Holding Co positions in Q1 2021 and 31 closed out, a net change of +18 holders.
- The largest U-Haul Holding Co buyer in Q1 2021 was Goldman Sachs, an estimated $42.5M added.
- The largest U-Haul Holding Co seller in Q1 2021 was Senvest Management, an estimated $62.8M sold.
Based on aggregated 13F filings for Q1 2021.