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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$397M +$9.8M +189,520 +2%
YAM
2
Yacktman Asset Management
Texas
$351M +$11.3M +218,190 +3%
BlackRock
3
BlackRock
New York
$335M -$15.2M -294,530 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$232M +$4.32M +83,540 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$203M +$939K +18,170 +0.4%
ACM
6
Abrams Capital Management
Massachusetts
$202M
State Street
7
State Street
Massachusetts
$133M -$684K -13,220 -0.5%
Artisan Partners
8
Artisan Partners
Wisconsin
$97.9M -$2.58M -49,810 -2%
SCM
9
Smead Capital Management
Arizona
$88.9M +$5.52M +106,810 +6%
AQR Capital Management
10
AQR Capital Management
Connecticut
$84.4M +$154K +2,980 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$66.8M -$1.4M -27,140 -2%
RP
12
Reinhart Partners
Wisconsin
$55.2M -$8.99M -173,800 -13%
Norges Bank
13
Norges Bank
Norway
$47.4M -$594K -11,480 -1%
Charles Schwab
14
Charles Schwab
California
$38.2M +$2.39M +46,280 +6%
HCM
15
Harspring Capital Management
New York
$37.8M +$19.1M +370,000 +88%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$36.9M -$13.2M -255,790 -25%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$36.5M +$23.3M +450,270 +144%
BC
18
Bruce & Co
Illinois
$36.1M +$51.7K +1,000 +0.1%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$35.8M
Northern Trust
20
Northern Trust
Illinois
$30.4M -$1.13M -21,850 -3%
Morgan Stanley
21
Morgan Stanley
New York
$28.1M +$13.1M +254,020 +76%
APG Asset Management
22
APG Asset Management
Netherlands
$24.2M -$1.71M -33,000 -6%
UBS AM
23
UBS AM
Illinois
$22.9M -$201K -3,890 -0.8%
Swiss National Bank
24
Swiss National Bank
Switzerland
$20.3M
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$20.2M -$1.71M -33,140 -7%

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.