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U-Haul Holding Co
UHAL

Overview Fund Activity

326 hedge funds and large institutions have $5.09B invested in U-Haul Holding Co in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+38
Holders Change %
+13.19%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
62
Increased
120
Reduced
97
Closed
19
Calls
$6.75M
Puts
$14.5M
Net Calls
-$7.77M
Net Calls Change
+$6.1M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$33.8M
2
Prudential Financial
Prudential Financial
New Jersey
+$33M
3
SCM
Smead Capital Management
Arizona
+$20.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$15.3M
5
State Street
State Street
Massachusetts
+$12.9M

Top Sellers

1
ACM
Abrams Capital Management
Massachusetts
-$82.3M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$63.6M
3
Wells Fargo
Wells Fargo
California
-$36.4M
4
JP
JNE Partners
United Kingdom
-$32.3M
5
BlackRock
BlackRock
New York
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
226
KBC Group
Belgium
$421K +$16K +220 +4%
AA
227
ALPS Advisors
Colorado
$405K +$5.08K +70 +1%
TRCT
228
Tower Research Capital (TRC)
New York
$405K +$191K +2,630 +89%
Creative Planning
229
Creative Planning
Kansas
$386K -$261K -3,600 -40%
PCM
230
Prelude Capital Management
New York
$386K +$386K +5,310 New
RR
231
Robotti Robert
$363K – – –
CIAS
232
CBIZ Investment Advisory Services
Ohio
$363K +$363K +5,000 New
AFP
233
Ausdal Financial Partners
Iowa
$360K – – –
DA
234
Denali Advisors
California
$354K +$34.8K +480 +11%
Daiwa Securities Group
235
Daiwa Securities Group
Japan
$341K +$21.8K +300 +7%
OTL
236
Oak Thistle LLC
New York
$339K +$339K +4,660 New
ST
237
Somerset Trust
Pennsylvania
$328K – – –
SG
238
StoneX Group
New York
$322K – – –
Nordea Investment Management
239
Nordea Investment Management
Sweden
$321K – – –
VF
240
Virtu Financial
New York
$317K +$317K +4,370 New
BC
241
Burney Company
Virginia
$305K – – –
EWM
242
Empirical Wealth Management
Washington
$297K -$134K -1,850 -31%
Verition Fund Management
243
Verition Fund Management
Connecticut
$296K +$296K +4,080 New
SOMRS
244
State of Michigan Retirement System
Michigan
$295K +$295K +4,060 New
CNC
245
Canandaigua National Corp
New York
$293K -$38.4K -530 -12%
KAS
246
Kestra Advisory Services
Texas
$289K +$289K +3,980 New
JIR
247
James Investment Research
Ohio
$288K +$49.3K +680 +21%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$283K +$283K +3,900 New
GAM
249
Gotham Asset Management
New York
$281K +$281K +3,870 New
GKWIM
250
Gerber Kawasaki Wealth & Investment Management
California
$279K -$69.6K -960 -20%
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