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U-Haul Holding Co
UHAL

Overview Fund Activity

288 hedge funds and large institutions have $4.53B invested in U-Haul Holding Co in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
5.06%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
32
Increased
82
Reduced
117
Closed
22
Calls
$441K
Puts
$14.3M
Net Calls
-$13.9M
Net Calls Change
-$9.86M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$31.3M
2
BlackRock
2
BlackRock
New York
$492M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$87.6M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$10.7M
5
RP
5
Reinhart Partners
Wisconsin
$74.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$302M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$59.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$46.8M
4
Millennium Management
4
Millennium Management
New York
$5.74M
5
BC
5
Bruce & Co
Illinois
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
101
AllianceBernstein
Tennessee
$3.49M -$179K -2,770 -5%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$3.36M – – –
Citadel Advisors
103
Citadel Advisors
Florida
$3.23M +$2.31M +35,750 +250%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$3.19M -$2.01M -31,050 -39%
SC
105
Skylands Capital
Wisconsin
$3.17M -$630K -9,750 -17%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$3.14M – – –
Korea Investment Corp
107
Korea Investment Corp
South Korea
$3.1M +$1.42M +22,000 +85%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.06M -$212K -3,190 -6%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$2.97M +$203K +3,150 +7%
SO
110
STRS Ohio
Ohio
$2.88M -$668K -10,340 -19%
UBS Group
111
UBS Group
Switzerland
$2.84M +$1.85M +28,650 +187%
Swedbank
112
Swedbank
Sweden
$2.69M +$13.6K +210 +0.5%
Stifel Financial
113
Stifel Financial
Missouri
$2.44M +$144K +2,230 +6%
OAM
114
Oppenheimer Asset Management
New York
$2.4M -$45.9K -710 -2%
PAMS
115
Pictet Asset Management (Switzerland)
Switzerland
$2.39M +$2.39M +36,920 New
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$2.33M -$424K -6,570 -15%
BRWA
117
B. Riley Wealth Advisors
Florida
$2.22M -$1.94K -30 -0.1%
Marshall Wace
118
Marshall Wace
United Kingdom
$2.18M +$2.18M +33,680 New
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$2.1M -$3.55M -54,950 -63%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.09M +$70.4K +1,090 +3%
S
121
Seeyond
France
$2.06M -$20.7K -320 -1%
GT
122
Greenleaf Trust
Michigan
$1.95M -$2.66M -41,130 -58%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.83M -$646 -10 -0%
RC
124
RBF Capital
California
$1.81M – – –
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$1.79M -$14.2K -220 -0.8%
3 4
5
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