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U-Haul Holding Co
UHAL

Overview Fund Activity

303 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-23
Holders Change %
-7.06%
% of All Funds
4.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
98
Reduced
115
Closed
54
Calls
$8.77M
Puts
$21.8M
Net Calls
-$13M
Net Calls Change
-$5.25M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
$425M
2
RP
Reinhart Partners
Wisconsin
$68.4M
3
SCM
Smead Capital Management
Arizona
$105M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$18.7M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$61.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$23.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$253M
4
ACM
Abrams Capital Management
Massachusetts
$252M
5
Invesco
Invesco
Georgia
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
226
Somerset Trust
Pennsylvania
$270K – – –
CTC
227
Central Trust Company
Missouri
$269K -$390K -6,530 -59%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$267K – – –
AFP
229
Ausdal Financial Partners
Iowa
$261K -$34.6K -580 -12%
BC
230
Burney Company
Virginia
$251K – – –
SOMRS
231
State of Michigan Retirement System
Michigan
$242K – – –
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$242K +$8.96K +150 +4%
Axa
233
Axa
France
$239K +$239K +4,000 New
GAM
234
Gotham Asset Management
New York
$237K +$5.97K +100 +3%
MFAM
235
Motley Fool Asset Management
Virginia
$236K +$231K +3,870 +4,838%
CIBC World Market
236
CIBC World Market
Ontario, Canada
$226K – – –
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$224K +$28K +470 +14%
EVM
238
Eaton Vance Management
Massachusetts
$223K +$596 +10 +0.3%
STCOSD
239
Sageworth Trust Company of South Dakota
South Dakota
$222K -$5.97K -100 -3%
KeyBank National Association
240
KeyBank National Association
Ohio
$220K -$269K -4,510 -55%
SP
241
Symmetry Partners
Connecticut
$219K – – –
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$208K -$867K -14,510 -81%
GKWIM
243
Gerber Kawasaki Wealth & Investment Management
California
$208K -$21.5K -360 -9%
CNC
244
Canandaigua National Corp
New York
$205K -$36.5K -610 -15%
QCM
245
Quantinno Capital Management
New York
$204K -$1.2K -20 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
246
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$187K +$187K +3,140 New
New York State Teachers Retirement System (NYSTRS)
247
New York State Teachers Retirement System (NYSTRS)
New York
$179K -$298K -5,000 -63%
PHK
248
Point72 Hong Kong
Hong Kong
$159K +$72.3K +1,210 +83%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$149K -$4.17K -70 -3%
SC
250
Solstein Capital
California
$137K -$23.9K -400 -15%
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