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
Goldman Sachs
New York
$78M
2
Wells Fargo
Wells Fargo
California
$41.8M
3
Norges Bank
Norges Bank
Norway
$67.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$51.1M
5
SCM
Scopia Capital Management
New York
$16.5M

Top Sellers

1
SM
Senvest Management
New York
$0
2
Bank of America
Bank of America
North Carolina
$4.98M
3
BC
Bruce & Co
Illinois
$58.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$335M
5
State Street
State Street
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
CBIZ Investment Advisory Services
Ohio
$306K -$227K – –
MC
202
Maverick Capital
Texas
$302K -$83.3K -1,360 -22%
AFP
203
Ausdal Financial Partners
Iowa
$299K -$47.2K -770 -14%
CNC
204
Canandaigua National Corp
New York
$296K +$296K +4,840 New
GAM
205
Gotham Asset Management
New York
$292K +$292K +4,770 New
ST
206
Somerset Trust
Pennsylvania
$287K +$7.97K +130 +3%
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$277K +$277K +4,520 New
Nordea Investment Management
208
Nordea Investment Management
Sweden
$273K +$273K +4,430 New
MWNA
209
Marshall Wace North America
New York
$272K -$282K -4,590 -51%
SG
210
StoneX Group
New York
$272K -$25.7K -420 -9%
BC
211
Burney Company
Virginia
$257K -$27.5K -450 -10%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$254K +$254K +4,140 New
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
$252K -$1.51M -24,550 -86%
JIR
214
James Investment Research
Ohio
$245K – – –
ACM
215
AlphaCrest Capital Management
New York
$238K +$238K +3,890 New
W
216
WealthStone
Ohio
$232K +$232K +3,800 New
XT
217
XTX Topco
Cayman Islands
$224K +$224K +3,660 New
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$221K – – –
RIM
219
Redpoint Investment Management
Australia
$214K +$214K +3,500 New
CA
220
Cetera Advisors
Colorado
$213K +$213K +3,480 New
LCM
221
Landscape Capital Management
New Jersey
$211K +$211K +3,450 New
QCM
222
Quantinno Capital Management
New York
$206K -$123K -2,000 -37%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$201K – – –
KWMG
224
King Wealth Management Group
Florida
$181K – – –
EVM
225
Eaton Vance Management
Massachusetts
$172K +$172K +2,810 New
7 8
9
10 11