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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
OAJ
277
Ogorek Anthony Joseph
New York
$6K – – –
PFBT
278
Parkside Financial Bank & Trust
Missouri
$6K – – –
ZB
279
Zions Bancorporation
Utah
$6K – – –
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BIA
281
Bell Investment Advisors
California
$5K +$5K +70 New
EARNEST Partners
282
EARNEST Partners
Georgia
$4K – – –
QCG
283
Quadrant Capital Group
Ohio
$3K -$600 -10 -17%
MAM
284
Meeder Asset Management
Ohio
$3K – – –
BWM
285
BerganKDV Wealth Management
Minnesota
$2K – – –
NFG
286
Next Financial Group
Texas
$2K – – –
RTL
287
Red Tortoise LLC
Georgia
$2K +$2K +30 New
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$1K – – –
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$433 – – –
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
– -$8.12M -137,830 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
291
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.72M -80,000 Closed
AI
292
AdvisorShares Investments
Maryland
– -$2.07M -35,030 Closed
Aviva
293
Aviva
United Kingdom
– -$1.06M -18,060 Closed
BAMF
294
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.05M -17,780 Closed
Squarepoint
295
Squarepoint
New York
– -$782K -13,260 Closed
ACM
296
AlphaCrest Capital Management
New York
– -$480K -8,150 Closed
ECM
297
ExodusPoint Capital Management
New York
– -$473K -8,020 Closed
KAS
298
Kestra Advisory Services
Texas
– -$421K -7,140 Closed
OMC
299
Old Mission Capital
Illinois
– -$384K -6,510 Closed
LOAMS
300
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$339K -5,760 Closed
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