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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$302M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$59.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$46.8M
4
Millennium Management
Millennium Management
New York
$5.74M
5
BC
Bruce & Co
Illinois
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
176
IFM Investors
Australia
$796K – – –
RJFSA
177
Raymond James Financial Services Advisors
Florida
$788K +$64.6K +1,000 +9%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$787K – – –
IFWM
179
Institute for Wealth Management
Colorado
$764K +$185K +2,860 +32%
MFM
180
MD Financial Management
Ontario, Canada
$757K -$89.9K -1,390 -11%
GIBU
181
Gulf International Bank (UK)
United Kingdom
$744K – – –
IMRF
182
Illinois Municipal Retirement Fund
Illinois
$713K – – –
EMG
183
ETF Managers Group
New Jersey
$702K +$54.2K +820 +8%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$678K +$253K +3,920 +59%
Osaic Holdings
185
Osaic Holdings
Arizona
$675K +$3.88K +60 +0.6%
SMDAM
186
Sumitomo Mitsui DS Asset Management
Japan
$668K -$2.58K -40 -0.4%
RJA
187
Raymond James & Associates
Florida
$645K +$645K +9,980 New
NA
188
NewEdge Advisors
Louisiana
$612K +$612K +9,470 New
TD Asset Management
189
TD Asset Management
Ontario, Canada
$602K -$22.6K -350 -4%
American Century Companies
190
American Century Companies
Missouri
$578K +$74.3K +1,150 +15%
Creative Planning
191
Creative Planning
Kansas
$576K – – –
GC
192
Guggenheim Capital
Illinois
$575K -$136K -2,100 -19%
LWAM
193
Legacy Wealth Asset Management
Minnesota
$554K -$4.53K -70 -0.8%
KeyBank National Association
194
KeyBank National Association
Ohio
$541K -$12.9K -200 -2%
Aberdeen Group
195
Aberdeen Group
United Kingdom
$541K +$541K +8,370 New
ZCA
196
Zeke Capital Advisors
Pennsylvania
$539K -$149K -2,300 -22%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$518K +$31K +480 +6%
MSRPS
198
Maryland State Retirement & Pension System
Maryland
$473K – – –
DZ Bank
199
DZ Bank
Germany
$467K – – –
Principal Financial Group
200
Principal Financial Group
Iowa
$449K -$249K -3,860 -36%
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