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U-Haul Holding Co
UHAL

Overview Fund Activity

279 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
42
Increased
108
Reduced
73
Closed
34
Calls
$117K
Puts
$4.13M
Net Calls
-$4.01M
Net Calls Change
-$6.77M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
$264M
2
State Street
State Street
Massachusetts
$160M
3
Millennium Management
Millennium Management
New York
$24.5M
4
Goldman Sachs
Goldman Sachs
New York
$97M
5
AQR Capital Management
AQR Capital Management
Connecticut
$70.9M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Russell Investments Group
Russell Investments Group
United Kingdom
$10.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
SCM
Scopia Capital Management
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BerganKDV Wealth Management
Minnesota
$2K – – –
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$1K – – –
MF
278
Magnetar Financial
Illinois
$658 +$658 +11,160 New
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$395 -$236 -4,000 -37%
AIG
280
American International Group
New York
$66 +$3 +50 +5%
Barrow, Hanley, Mewhinney & Strauss
281
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$140M -2,282,490 Closed
Lord, Abbett & Co
282
Lord, Abbett & Co
New Jersey
– -$25.1M -410,450 Closed
SCM
283
Scopia Capital Management
New York
– -$16.5M -268,710 Closed
PIM
284
Perpetual Investment Management
Australia
– -$11.2M -183,350 Closed
VMPIC
285
Varma Mutual Pension Insurance Co
Finland
– -$6.13M -100,000 Closed
SBH
286
Segall Bryant & Hamill
Illinois
– -$5.08M -82,890 Closed
MSL
287
Mackay Shields LLC
New York
– -$2.14M -35,000 Closed
RPI
288
Railway Pension Investments
United Kingdom
– -$2.02M -33,000 Closed
DG
289
DigitalBridge Group
Florida
– -$1.9M -31,000 Closed
PCM
290
Prelude Capital Management
New York
– -$1.84M -30,060 Closed
Jane Street
291
Jane Street
New York
– -$1.51M -24,680 Closed
PP
292
Paloma Partners
Connecticut
– -$681K -11,110 Closed
SFS
293
Sowell Financial Services
Arkansas
– -$631K -10,320 Closed
Voloridge Investment Management
294
Voloridge Investment Management
Florida
– -$606K -9,900 Closed
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
– -$603K -9,850 Closed
CP
296
Camelot Portfolios
Ohio
– -$589K -9,620 Closed
DT
297
Diversified Trust
Tennessee
– -$504K -8,230 Closed
CSS
298
Cubist Systematic Strategies
Connecticut
– -$496K -8,100 Closed
CG
299
Colony Group
Massachusetts
– -$446K -7,280 Closed
Aberdeen Group
300
Aberdeen Group
United Kingdom
– -$416K -6,790 Closed
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