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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 %
WBC
201
Westpac Banking Corp
Australia
$430K – – –
EGM
202
Engineers Gate Manager
New York
$421K +$421K +6,520 New
AR
203
Advisory Research
Illinois
$414K -$7.11K -110 -2%
TF
204
Trek Financial
Arizona
$413K -$56.2K -870 -12%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$405K -$129K -2,000 -24%
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$399K – – –
DT
207
Diversified Trust
Tennessee
$386K +$386K +5,980 New
EWM
208
Empirical Wealth Management
Washington
$384K +$384K +5,940 New
KBC Group
209
KBC Group
Belgium
$360K -$360K -5,580 -50%
AA
210
ALPS Advisors
Colorado
$356K +$356K +5,510 New
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$354K -$3.71M -57,440 -91%
B
212
Barings
North Carolina
$353K – – –
AIL
213
AGF Investments LLC
Ontario, Canada
$351K -$25.2K -390 -7%
PG
214
Pendal Group
Australia
$335K +$14.9K +230 +5%
MF
215
Magnetar Financial
Illinois
$329K -$392K -6,070 -54%
ST
216
Sageworth Trust
Pennsylvania
$329K – – –
EOJOAM
217
E. Ohman J:or Asset Management
Sweden
$323K -$129K -2,000 -29%
RR
218
Robotti Robert
$323K -$323K -5,000 -50%
CIAS
219
CBIZ Investment Advisory Services
Ohio
$323K -$295K – –
AFP
220
Ausdal Financial Partners
Iowa
$320K – – –
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$310K -$397K -6,160 -56%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$296K +$3.88K +60 +1%
CNC
223
Canandaigua National Corp
New York
$295K -$1.94K -30 -0.7%
Nordea Investment Management
224
Nordea Investment Management
Sweden
$293K – – –
ST
225
Somerset Trust
Pennsylvania
$292K -$5.81K -90 -2%
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