U-Haul Holding Co
UHAL
289 hedge funds and large institutions have $3.61B invested in U-Haul Holding Co in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 99 reducing their positions, and 33 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $3.36B → $3.61B (+$257M)
4.29% more ownership
Funds ownership: 357.67% → 361.96% (+4.3%)
8% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 99
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
0% less funds holding
Funds holding: 290 → 289 (-1)
86% less call options, than puts
Call options by funds: $5.09M | Put options by funds: $35.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.1M |
| 2 |
AA
Ancient Art
Austin,
Texas
|
+$17.1M |
| 3 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$15.1M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$8.85M |
| 5 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.1M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$18M |
| 3 |
Renaissance Technologies
New York
|
-$12.2M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$10.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$6.86M |
UHAL Hedge Fund Activity: Q3 2022 in Review
289 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2022, worth a combined $3.61B — up 7.7% from $3.36B a quarter earlier.
Fund positioning in UHAL was balanced in Q3 2022: 33 funds opened new positions, 33 closed out, 107 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $48.1M. The largest seller was AQR Capital Management, cutting an estimated $32.1M.
- 289 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2022, down from 290 in Q2 2022.
- Funds reported $3.61B of U-Haul Holding Co stock for Q3 2022, up 7.7% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co positions in Q3 2022 and 33 closed out, a net change of 0 holders.
- The largest U-Haul Holding Co buyer in Q3 2022 was Fidelity Investments, an estimated $48.1M added.
- The largest U-Haul Holding Co seller in Q3 2022 was AQR Capital Management, an estimated $32.1M sold.
Based on aggregated 13F filings for Q3 2022.