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

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$10.6M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
SCM
4
Scopia Capital Management
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$27.8M +$16.3M +276,270 +142%
SFM
27
Systematic Financial Management
New Jersey
$26.5M +$4.45M +75,570 +20%
TAM
28
Third Avenue Management
New York
$25.2M -$647K -10,980 -2%
Millennium Management
29
Millennium Management
New York
$24.5M +$23.6M +400,000 +2,497%
SI
30
Scout Investments
Missouri
$23.9M -$3.33M -56,440 -12%
Swiss National Bank
31
Swiss National Bank
Switzerland
$23.7M -$14M -237,110 -37%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$22.5M +$3.4M +57,670 +18%
Invesco
33
Invesco
Georgia
$21.9M +$1.05M +17,810 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.8M +$927K +15,720 +4%
Legal & General Group
35
Legal & General Group
United Kingdom
$21.6M +$1.88M +31,970 +10%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$20.9M +$4.02M +68,130 +24%
Morgan Stanley
37
Morgan Stanley
New York
$18.4M +$3.88M +65,850 +27%
CS
38
Credit Suisse
Switzerland
$18M +$4.79M +81,210 +36%
HCM
39
Harspring Capital Management
New York
$14.7M +$14.7M +250,000 New
ACH
40
ArrowMark Colorado Holdings
Colorado
$13.6M -$2.36M -40,000 -15%
PPA
41
Parametric Portfolio Associates
Washington
$13.3M -$1.51M -25,540 -10%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$13.2M -$354K -6,000 -3%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$13M +$10.4M +177,000 +402%
HA
44
Heartland Advisors
Wisconsin
$12.9M +$3.93M +66,750 +44%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$12.7M +$2.83M +48,020 +29%
SIC
46
Schwartz Investment Counsel
Michigan
$12.4M – – –
Renaissance Technologies
47
Renaissance Technologies
New York
$12M +$7.66M +130,000 +176%
WIM
48
Wilen Investment Management
Florida
$11.5M -$97.3K -1,680 -0.8%
Lazard Asset Management
49
Lazard Asset Management
New York
$11.4M +$11.2M +190,640 +8,826%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$11M +$7.91M +134,160 +258%
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