U-Haul Holding Co
UHAL
203 hedge funds and large institutions have $447M invested in U-Haul Holding Co in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 40 closing their positions.
68% more call options, than puts
Call options by funds: $8.84M | Put options by funds: $5.27M
2% less capital invested
Capital invested by funds: $456M → $447M (-$8.99M)
2.72% less ownership
Funds ownership: 40.97% → 38.24% (-2.7%)
5% less funds holding
Funds holding: 214 → 203 (-11)
25% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 40
27% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 77
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.7M |
| 2 |
OWIM
Old West Investment Management
Los Angeles,
California
|
+$8.33M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.51M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$5.83M |
| 5 |
Millennium Management
New York
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$23.8M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
-$15M |
| 3 |
LPC
Long Pond Capital
New York
|
-$10.2M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.79M |
| 5 |
HCM
Harspring Capital Management
New York
|
-$5M |
UHAL Hedge Fund Activity: Q1 2023 in Review
203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2023, worth a combined $447M — down 2% from $456M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of UHAL and 30 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 56 added.
The largest buyer was Fidelity Investments, adding an estimated $15.7M. The largest seller was Lazard Asset Management, cutting an estimated $23.8M.
- 203 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2023, down from 214 in Q4 2022.
- Funds reported $447M of U-Haul Holding Co stock for Q1 2023, down 2% quarter-over-quarter.
- 30 funds opened new U-Haul Holding Co positions in Q1 2023 and 40 closed out, a net change of -10 holders.
- The largest U-Haul Holding Co buyer in Q1 2023 was Fidelity Investments, an estimated $15.7M added.
- The largest U-Haul Holding Co seller in Q1 2023 was Lazard Asset Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2023.