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U-Haul Holding Co
UHAL

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in U-Haul Holding Co in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+26
Holders Change %
+11.16%
% of All Funds
4.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
46
Increased
77
Reduced
89
Closed
17
Calls
$1.13M
Puts
$453K
Net Calls
+$681K
Net Calls Change
+$681K

Top Buyers

1
BlackRock
1
BlackRock
New York
$312M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$49.1M
3
SM
3
Senvest Management
New York
$62.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$348M
5
ISL
5
Ingalls & Snyder LLC
New York
$5.87M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$116M
4
WG
4
Winton Group
United Kingdom
$3.18M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
CBIZ Investment Advisory Services
Ohio
$227K -$178K – –
JF
202
Jump Financial
Illinois
$227K +$227K +5,000 New
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$226K +$226K +5,000 New
SG
204
StoneX Group
New York
$221K +$221K +4,860 New
Assenagon Asset Management
205
Assenagon Asset Management
Luxembourg
$219K +$219K +4,820 New
CIBC World Market
206
CIBC World Market
Ontario, Canada
$213K +$213K +4,700 New
BC
207
Burney Company
Virginia
$211K +$211K +4,650 New
ST
208
Somerset Trust
Pennsylvania
$207K +$207K +4,550 New
QIM
209
Quantitative Investment Management
Virginia
$203K -$160K -3,540 -44%
JIR
210
James Investment Research
Ohio
$182K – – –
SAM
211
Shell Asset Management
Netherlands
$170K +$61.8K +1,360 +57%
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$163K – – –
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$149K – – –
TRCT
214
Tower Research Capital (TRC)
New York
$141K -$172K -3,790 -55%
US Bancorp
215
US Bancorp
Minnesota
$139K -$8.2K -180 -6%
KWMG
216
King Wealth Management Group
Florida
$134K +$134K +2,950 New
First Manhattan
217
First Manhattan
New York
$115K – – –
BAM
218
Belpointe Asset Management
Nevada
$102K +$102K +2,250 New
RA
219
Rational Advisors
New York
$99K +$99K +2,170 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$80K – – –
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$79K – – –
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$79K -$2.27K -50 -3%
LS
223
Livforsakringsbolaget Skandia
Sweden
$45K – – –
CFO
224
CVA Family Office
Colorado
$45K +$45K +1,000 New
PHK
225
Point72 Hong Kong
Hong Kong
$43K +$43K +950 New
7 8
9
10 11