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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
$132M
2
Prudential Financial
Prudential Financial
New Jersey
$42.8M
3
SCM
Smead Capital Management
Arizona
$106M
4
Renaissance Technologies
Renaissance Technologies
New York
$27.7M
5
State Street
State Street
Massachusetts
$211M

Top Sellers

1
ACM
Abrams Capital Management
Massachusetts
$325M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$3.04M
3
Wells Fargo
Wells Fargo
California
$15.8M
4
JP
JNE Partners
United Kingdom
$4.65M
5
BlackRock
BlackRock
New York
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
251
Sageworth Trust Company of South Dakota
South Dakota
$277K +$277K +3,820 New
CIBC World Market
252
CIBC World Market
Ontario, Canada
$275K -$57.3K -790 -17%
BEAM
253
Baker Ellis Asset Management
Washington
$272K +$18.1K +250 +7%
EVM
254
Eaton Vance Management
Massachusetts
$271K – – –
SP
255
Symmetry Partners
Connecticut
$267K – – –
Assenagon Asset Management
256
Assenagon Asset Management
Luxembourg
$266K -$2.35M -32,390 -90%
VPIM
257
Vanguard Personalized Indexing Management
California
$261K +$261K +3,600 New
AWA
258
Arkadios Wealth Advisors
Georgia
$251K +$72K +990 +40%
QCM
259
Quantinno Capital Management
New York
$249K +$4.36K +60 +2%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$238K – – –
RIM
261
Redpoint Investment Management
Australia
$236K -$18.2K -250 -7%
BFM
262
Boothbay Fund Management
New York
$235K – – –
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$232K +$232K +3,200 New
GCP
264
GSA Capital Partners
United Kingdom
$227K -$1.09M -14,990 -83%
Simplex Trading
265
Simplex Trading
Illinois
$222K -$1M -13,870 -82%
ACM
266
Aquatic Capital Management
Illinois
$218K +$218K +3,000 New
KWMG
267
King Wealth Management Group
Florida
$214K +$214K +2,950 New
SWP
268
Stratos Wealth Partners
Ohio
$213K +$213K +2,930 New
VWM
269
Venturi Wealth Management
Texas
$211K +$211K +2,900 New
CA
270
Cetera Advisors
Colorado
$203K -$50.9K -700 -20%
SC
271
Solstein Capital
California
$195K -$10.1K -140 -5%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$189K -$2.9K -40 -2%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$187K +$12.4K +170 +7%
Loomis, Sayles & Company
274
Loomis, Sayles & Company
Massachusetts
$162K +$162K +2,230 New
HFM
275
Harvest Fund Management
China
$156K +$24.6K +340 +19%
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