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U-Haul Holding Co
UHAL

Overview Fund Activity

233 hedge funds and large institutions have $2.47B invested in U-Haul Holding Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 92 reducing their positions, and 33 closing their positions.

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
4.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
72
Reduced
92
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
1
Senvest Management
New York
$43.6M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.1M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$19.3M
4
YAM
4
Yacktman Asset Management
Texas
$90.8M
5
SCM
5
Smead Capital Management
Arizona
$34.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$232M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$521K
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$55M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$267M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$215M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$2.47M 6,973 +237 +4%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$2.47M 6,926 -202 -3%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$2.46M 6,921 +30 +0.4%
Citadel Advisors
79
Citadel Advisors
Florida
$2.41M 6,781 -11,616 -63%
FCM
80
Fairbanks Capital Management
California
$2.4M 6,727 -205 -3%
AAMU
81
Amundi Asset Management US
Massachusetts
$2.35M 6,592 -501 -7%
AI
82
Atom Investors
Texas
$2.04M 5,735 +4,455 +348%
Ameriprise
83
Ameriprise
Minnesota
$2.04M 5,728 +31 +0.5%
AllianceBernstein
84
AllianceBernstein
Tennessee
$2.02M 5,677 -937 -14%
AAF
85
Andra AP-fonden
Sweden
$1.99M 5,600 -1,900 -25%
AG
86
Aperio Group
California
$1.97M 5,519 +787 +17%
SG Americas Securities
87
SG Americas Securities
New York
$1.91M 5,367 -219 -4%
BA
88
Bridgewater Associates
Connecticut
$1.85M 5,208 +687 +15%
OAM
89
Oppenheimer Asset Management
New York
$1.85M 5,194 +26 +0.5%
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$1.83M 5,152 -200 -4%
DA
91
Denali Advisors
California
$1.78M 5,000 -100 -2%
Asset Management One
92
Asset Management One
Japan
$1.64M 4,598 -119 -3%
UBS Group
93
UBS Group
Switzerland
$1.55M 4,357 +3,023 +227%
PCP
94
Proficio Capital Partners
Massachusetts
$1.55M 4,354 -4 -0.1%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$1.53M 4,294 -254 -6%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.5M 4,223 +485 +13%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$1.48M 4,152 +4,152 New
S
98
Seeyond
France
$1.46M 4,091 -963 -19%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.3M 3,585 -7 -0.2%
PAMU
100
Pictet Asset Management (UK)
United Kingdom
$1.29M 3,620 – –
2 3
4
5 6