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U-Haul Holding Co
UHAL

Overview Fund Activity

288 hedge funds and large institutions have $4.53B invested in U-Haul Holding Co in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
5.06%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
32
Increased
82
Reduced
117
Closed
22
Calls
$441K
Puts
$14.3M
Net Calls
-$13.9M
Net Calls Change
-$9.86M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$31.3M
2
BlackRock
BlackRock
New York
$492M
3
AQR Capital Management
AQR Capital Management
Connecticut
$87.6M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$10.7M
5
RP
Reinhart Partners
Wisconsin
$74.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$302M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$59.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$46.8M
4
Millennium Management
Millennium Management
New York
$5.74M
5
BC
Bruce & Co
Illinois
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$113K – – –
Federated Hermes
252
Federated Hermes
Pennsylvania
$95K +$59.5K +920 +167%
First Manhattan
253
First Manhattan
New York
$87K -$7.09K -110 -8%
PA
254
Parallel Advisors
California
$80K +$1.94K +30 +2%
PI
255
PineBridge Investments
New York
$78K +$78K +1,200 New
AIG
256
American International Group
New York
$65K -$7.8K -120 -11%
S
257
SignatureFD
Georgia
$63K +$16.9K +260 +37%
JWM
258
Janiczek Wealth Management
Colorado
$62K +$7.1K +110 +13%
AF
259
Advisornet Financial
Minnesota
$52K – – –
BCA
260
Berman Capital Advisors
Georgia
$43K +$11.6K +180 +37%
FQ
261
First Quadrant
California
$36K – – –
FMT
262
First Mercantile Trust
Tennessee
$34K -$1.93K -30 -5%
SOW
263
State of Wyoming
Wyoming
$32K +$1.92K +30 +6%
FHA
264
First Horizon Advisors
Tennessee
$31K – – –
DTIM
265
Danda Trouve Investment Management
Kansas
$29K +$29K +450 New
FF
266
FourThought Financial
Florida
$21K -$1.91K -30 -8%
PCG
267
Private Capital Group
Connecticut
$21K – – –
WQ
268
Wealth Quarterback
New Jersey
$21K +$636 +10 +3%
CIA
269
Cascade Investment Advisors
Oregon
$16.2K – – –
SWM
270
Spire Wealth Management
Virginia
$15K +$15K +230 New
HI
271
Harbour Investments
Wisconsin
$12K +$632 +10 +6%
SWA
272
SOA Wealth Advisors
New York
$11K +$11K +180 New
LC
273
Lindbrook Capital
California
$10K – – –
CFA
274
Cahill Financial Advisors
Minnesota
$10K +$10K +150 New
PWMG
275
Prestige Wealth Management Group
New Jersey
$9K – – –
9 10
11
12 13