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U-Haul Holding Co
UHAL

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in U-Haul Holding Co in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
259
Holders Change
+26
Holders Change %
+11.16%
% of All Funds
4.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
46
Increased
77
Reduced
89
Closed
17
Calls
$1.13M
Puts
$453K
Net Calls
+$681K
Net Calls Change
+$681K

Top Buyers

1
BlackRock
1
BlackRock
New York
$312M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$49.1M
3
SM
3
Senvest Management
New York
$62.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$348M
5
ISL
5
Ingalls & Snyder LLC
New York
$5.87M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$116M
4
WG
4
Winton Group
United Kingdom
$3.18M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$25.3M 556,470 -133,390 -19%
TAM
27
Third Avenue Management
New York
$24.6M 541,730 -41,300 -7%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$24.6M 541,000 – –
SI
29
Scout Investments
Missouri
$24.3M 535,540 +61,720 +13%
Goldman Sachs
30
Goldman Sachs
New York
$21.5M 472,840 +122,990 +35%
First Trust Advisors
31
First Trust Advisors
Illinois
$19.1M 420,580 -9,520 -2%
CTA
32
Carillon Tower Advisers
Florida
$18.6M 410,280 +47,810 +13%
UBS AM
33
UBS AM
Illinois
$17.6M 387,070 +41,800 +12%
SFM
34
Systematic Financial Management
New Jersey
$17.2M 379,650 -3,140 -0.8%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$16.9M 372,390 -2,930 -0.8%
Legal & General Group
36
Legal & General Group
United Kingdom
$16.6M 365,580 +2,640 +0.7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$16.4M 362,040 -24,560 -6%
Wells Fargo
38
Wells Fargo
California
$15.5M 340,510 -34,880 -9%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$14.4M 317,180 -33,670 -10%
Morgan Stanley
40
Morgan Stanley
New York
$13M 286,240 -222,410 -44%
ACH
41
ArrowMark Colorado Holdings
Colorado
$12.3M 270,000 – –
CS
42
Credit Suisse
Switzerland
$10.9M 239,860 -9,480 -4%
WIM
43
Wilen Investment Management
Florida
$10.7M 240,950 -14,310 -6%
PPA
44
Parametric Portfolio Associates
Washington
$10.4M 229,480 +43,860 +24%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$10.2M 225,000 -15,000 -6%
SIC
46
Schwartz Investment Counsel
Michigan
$9.53M 210,000 -5,000 -2%
HA
47
Heartland Advisors
Wisconsin
$8.68M 191,100 +75,090 +65%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$8.44M 186,010 +15,940 +9%
PIM
49
Perpetual Investment Management
Australia
$8.33M 183,770 +183,770 New
PAIM
50
Punch & Associates Investment Management
Minnesota
$8.28M 182,370 -3,500 -2%
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