UHAL icon

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 %
BCI
126
Brinker Capital Investments
Pennsylvania
$1.65M +$1.65M +26,970 New
Jane Street
127
Jane Street
New York
$1.51M +$1.51M +24,680 New
OAM
128
Optimal Asset Management
California
$1.47M +$367K +6,000 +33%
NFGCM
129
Norman Fields Gottscho Capital Management
New York
$1.42M – – –
WC
130
Weil Company
California
$1.26M +$19K +310 +2%
Nomura Asset Management
131
Nomura Asset Management
Japan
$1.19M +$42.9K +700 +4%
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$1.17M +$1.17M +19,130 New
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$1.17M +$115K +1,880 +11%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.15M +$470K +7,680 +69%
LOAMS
135
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M +$1.12M +18,290 New
Fuller & Thaler Asset Management
136
Fuller & Thaler Asset Management
California
$1.07M +$368K +6,000 +52%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$1.07M +$1.07M +17,430 New
M&T Bank
138
M&T Bank
New York
$1.03M – – –
GT
139
Greenleaf Trust
Michigan
$1.03M -$3.67K -60 -0.4%
URS
140
Utah Retirement Systems
Utah
$1.02M -$61.3K -1,000 -6%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$986K -$45.3K -740 -4%
Millennium Management
142
Millennium Management
New York
$981K -$5.49M -89,700 -85%
CAM
143
Claret Asset Management
Quebec, Canada
$978K -$3.67K -60 -0.4%
RC
144
Roundview Capital
New Jersey
$969K – – –
SEI Investments
145
SEI Investments
Pennsylvania
$875K +$328K +5,360 +60%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$851K – – –
VOYA Investment Management
147
VOYA Investment Management
Georgia
$837K -$28.8K -470 -3%
NAM
148
Nissay Asset Management
Japan
$810K -$49K -800 -6%
LPL Financial
149
LPL Financial
California
$809K -$32.5K -530 -4%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$808K -$321K -5,240 -28%
4 5
6
7 8