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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TwinBeech Capital
New York
$444K +$444K +12,460 New
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$434K – – –
RJFSA
153
Raymond James Financial Services Advisors
Florida
$419K +$63K +1,770 +18%
Fuller & Thaler Asset Management
154
Fuller & Thaler Asset Management
California
$419K +$219K +6,150 +110%
KBC Group
155
KBC Group
Belgium
$398K – – –
AB
156
Amalgamated Bank
New York
$395K – – –
CP
157
Camelot Portfolios
Ohio
$385K +$99.5K +2,800 +35%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$381K -$107K -3,000 -22%
Creative Planning
159
Creative Planning
Kansas
$371K – – –
MYAM
160
Meiji Yasuda Asset Management
Japan
$370K -$21.3K -600 -5%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$366K +$83.5K +2,350 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
162
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$363K -$107K -3,000 -23%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$363K +$287K +8,080 +379%
Macquarie Group
164
Macquarie Group
Australia
$359K +$64K +1,800 +22%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$342K +$342K +9,600 New
JCM
166
Janney Capital Management
Pennsylvania
$315K -$6.41K -180 -2%
IFWM
167
Institute for Wealth Management
Colorado
$313K +$12.8K +360 +4%
QIM
168
Quantitative Investment Management
Virginia
$285K -$221K -6,230 -44%
DekaBank Deutsche Girozentrale
169
DekaBank Deutsche Girozentrale
Germany
$281K +$14.6K +420 +5%
II
170
IFM Investors
Australia
$270K – – –
WBC
171
Westpac Banking Corp
Australia
$264K +$80.5K +2,260 +44%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$263K +$6.4K +180 +2%
SEI Investments
173
SEI Investments
Pennsylvania
$259K +$259K +7,280 New
HF
174
HRT Financial
New York
$258K +$258K +7,270 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$254K -$1.78K -50 -0.7%
5 6
7
8 9