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U-Haul Holding Co

291 hedge funds and large institutions have $4.53B invested in U-Haul Holding Co in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $4.21B → $4.53B (+$326M)

4% more funds holding

Funds holding: 281291 (+10)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.11% less ownership

Funds ownership: 363.18%358.07% (-5.1%)

30% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 118

97% less call options, than puts

Call options by funds: $441K | Put options by funds: $14.3M

Holders
291
Holders Change
+10
Holders Change %
+3.56%
% of All Funds
5.09%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
83
Reduced
118
Closed
22
Calls
$441K
Puts
$14.3M
Net Calls
-$13.9M
Net Calls Change
-$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M +$4.12M +65,730 +0.8%
BlackRock
2
BlackRock
New York
$492M +$14.2M +226,180 +3%
ACM
3
Abrams Capital Management
Massachusetts
$363M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$306M +$5.18M +82,570 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$302M -$33.7M -537,930 -10%
YAM
6
Yacktman Asset Management
Texas
$287M -$1.72M -27,460 -0.6%
State Street
7
State Street
Massachusetts
$176M +$956K +15,250 +0.6%
Artisan Partners
8
Artisan Partners
Wisconsin
$148M -$1.41M -22,480 -1%
Goldman Sachs
9
Goldman Sachs
New York
$106M -$789K -12,580 -0.8%
AQR Capital Management
10
AQR Capital Management
Connecticut
$87.6M +$9.63M +153,610 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$86.3M +$3.28M +52,330 +4%
SCM
12
Smead Capital Management
Arizona
$76.5M +$2.82M +45,020 +4%
RP
13
Reinhart Partners
Wisconsin
$74.7M +$8.35M +133,170 +13%
Norges Bank
14
Norges Bank
Norway
$66.2M -$748K -11,930 -1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$59.3M -$30.4M -484,190 -35%
BC
16
Bruce & Co
Illinois
$51.5M -$8.53M -136,000 -15%
Northern Trust
17
Northern Trust
Illinois
$49.4M +$5.71M +91,010 +14%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$49M +$341K +5,440 +0.7%
Charles Schwab
19
Charles Schwab
California
$46.9M +$3.17M +50,560 +7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$46.8M -$23.6M -376,330 -34%
Wells Fargo
21
Wells Fargo
California
$46.5M -$1.26M -20,060 -3%
UBS AM
22
UBS AM
Illinois
$33.3M -$276K -4,400 -0.8%
JP
23
JNE Partners
United Kingdom
$32.8M
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$31.5M -$65.8K -1,050 -0.2%
APG Asset Management
25
APG Asset Management
Netherlands
$31.3M +$25.8M +412,000 +277%

UHAL Hedge Fund Activity: Q3 2021 in Review

291 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2021, worth a combined $4.53B — up 7.8% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHAL positions and 22 closed out — a net gain of 11 holders — while 83 added to existing stakes and 118 trimmed.

The largest buyer was APG Asset Management, adding an estimated $25.8M. The largest seller was Wellington Management Group, cutting an estimated $33.7M.

  • 291 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2021, up from 281 in Q2 2021.
  • Funds reported $4.53B of U-Haul Holding Co stock for Q3 2021, up 7.8% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q3 2021 and 22 closed out, a net change of +11 holders.
  • The largest U-Haul Holding Co buyer in Q3 2021 was APG Asset Management, an estimated $25.8M added.
  • The largest U-Haul Holding Co seller in Q3 2021 was Wellington Management Group, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2021.