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U-Haul Holding Co
UHAL

Overview Fund Activity

273 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+14
Holders Change %
+5.41%
% of All Funds
4.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
83
Reduced
103
Closed
31
Calls
$2.76M
Puts
–
Net Calls
+$2.76M
Net Calls Change
+$2.08M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$78M
2
Wells Fargo
2
Wells Fargo
California
$41.8M
3
Norges Bank
3
Norges Bank
Norway
$67.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$51.1M
5
SCM
5
Scopia Capital Management
New York
$16.5M

Top Sellers

1
SM
1
Senvest Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$4.98M
3
BC
3
Bruce & Co
Illinois
$58.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$335M
5
State Street
5
State Street
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$32.9M -$3.36M -54,890 -9%
First Trust Advisors
27
First Trust Advisors
Illinois
$32.7M +$6.96M +113,600 +27%
SI
28
Scout Investments
Missouri
$28.3M -$4.5M -73,520 -14%
TAM
29
Third Avenue Management
New York
$26.9M -$6.28M -102,510 -19%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$25.1M -$8M -130,550 -24%
UBS AM
31
UBS AM
Illinois
$23.5M -$262K -4,270 -1%
SFM
32
Systematic Financial Management
New Jersey
$22.9M -$326K -5,320 -1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$21.7M -$516K -8,430 -2%
Invesco
34
Invesco
Georgia
$21.7M +$14.7M +239,390 +210%
Legal & General Group
35
Legal & General Group
United Kingdom
$20.5M -$1.93M -31,450 -9%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$19.9M -$2.94M -47,950 -13%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$17.5M -$1.91M -31,220 -10%
ACH
38
ArrowMark Colorado Holdings
Colorado
$16.5M – – –
SCM
39
Scopia Capital Management
New York
$16.5M +$16.5M +268,710 New
PPA
40
Parametric Portfolio Associates
Washington
$15.4M +$1.35M +22,080 +10%
Morgan Stanley
41
Morgan Stanley
New York
$15.1M -$2.44M -39,870 -14%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$14.1M +$13.8M +225,800 +4,685%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$14.1M +$2.69M +43,830 +24%
CS
44
Credit Suisse
Switzerland
$13.7M -$985K -16,080 -7%
SIC
45
Schwartz Investment Counsel
Michigan
$12.9M – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$12.8M +$2.66M +43,480 +26%
WIM
47
Wilen Investment Management
Florida
$12.1M -$2.44M -40,330 -17%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$12M +$8.38M +136,810 +234%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$11.9M +$2.04M +33,330 +21%
PIM
50
Perpetual Investment Management
Australia
$11.2M -$25.7K -420 -0.2%
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