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U-Haul Holding Co
UHAL

Overview Fund Activity

303 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-23
Holders Change %
-7.06%
% of All Funds
4.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
98
Reduced
115
Closed
54
Calls
$8.77M
Puts
$21.8M
Net Calls
-$13M
Net Calls Change
-$5.25M

Top Buyers

1
YAM
1
Yacktman Asset Management
Texas
$425M
2
RP
2
Reinhart Partners
Wisconsin
$68.4M
3
SCM
3
Smead Capital Management
Arizona
$105M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$18.7M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$61.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$23.6M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$31.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$253M
4
ACM
4
Abrams Capital Management
Massachusetts
$252M
5
Invesco
5
Invesco
Georgia
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Stansberry Asset Management
Texas
$10.9M +$10.9M +182,170 New
PAIM
52
Punch & Associates Investment Management
Minnesota
$10.7M +$178K +2,980 +2%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$10.6M -$484K -8,110 -4%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$10.5M +$801K +13,410 +8%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$451K -7,560 -4%
MAM
56
Martingale Asset Management
Massachusetts
$10.1M +$6.54M +109,470 +183%
Ameriprise
57
Ameriprise
Minnesota
$9.65M -$397K -6,660 -4%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$9.04M +$1.38M +23,190 +18%
FCI
59
Financial Counselors Inc
Kansas
$8.72M +$161K +2,700 +2%
Citadel Advisors
60
Citadel Advisors
Florida
$8.72M +$4.08M +68,330 +88%
HA
61
Heartland Advisors
Wisconsin
$8.47M +$1.57M +26,330 +23%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.3M – – –
Lazard Asset Management
63
Lazard Asset Management
New York
$8.03M -$827K -13,850 -9%
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8M +$2.64M +44,190 +49%
AFR
65
Applied Fundamental Research
Massachusetts
$7.73M -$849K -14,220 -10%
RAM
66
RK Asset Management
Michigan
$7.45M -$416K -6,970 -5%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$7.39M +$1.12M +18,700 +18%
FAF
68
Fjarde Ap-fonden
Sweden
$7.35M +$3.6M +60,260 +96%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$7.05M +$7.05M +118,130 New
SIC
70
Schwartz Investment Counsel
Michigan
$7.04M – – –
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$7.02M -$8.96M -150,170 -56%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$6.96M +$272K +4,550 +4%
WC
73
Winmill & Co
New York
$6.86M – – –
Bank of America
74
Bank of America
North Carolina
$6.82M +$1.8M +30,220 +36%
Victory Capital Management
75
Victory Capital Management
Texas
$6.71M +$642K +11,990 +11%
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