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U-Haul Holding Co
UHAL

Overview Fund Activity

287 hedge funds and large institutions have $3.62B invested in U-Haul Holding Co in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.96%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
33
Increased
107
Reduced
97
Closed
33
Calls
$5.09M
Puts
$35.8M
Net Calls
-$30.8M
Net Calls Change
-$11M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$52.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$45.1M
3
AA
Ancient Art
Texas
$16.6M
4
DG
DigitalBridge Group
Florida
$14.7M
5
SI
Scout Investments
Missouri
$27.1M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$60.6M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$21.7M
3
Renaissance Technologies
Renaissance Technologies
New York
$6.5M
4
APG Asset Management
APG Asset Management
Netherlands
$17.1M
5
Artisan Partners
Artisan Partners
Wisconsin
$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
201
KBC Group
Belgium
$321K – – –
BEAM
202
Baker Ellis Asset Management
Washington
$311K +$58.6K +1,150 +23%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$302K -$11.2K -220 -4%
William Blair & Company
204
William Blair & Company
Illinois
$290K +$290K +5,690 New
Nordea Investment Management
205
Nordea Investment Management
Sweden
$277K – – –
CCP
206
Corient Capital Partners
California
$276K – – –
YMRC
207
Yorktown Management & Research Company
Virginia
$275K +$275K +5,400 New
GC
208
Guggenheim Capital
Illinois
$271K +$21.4K +420 +9%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$271K +$271K +5,330 New
KeyBank National Association
210
KeyBank National Association
Ohio
$270K +$270K +5,310 New
WBC
211
Westpac Banking Corp
Australia
$263K -$255K -5,010 -49%
CAN
212
Cetera Advisor Networks
California
$262K +$262K +5,150 New
SOMRS
213
State of Michigan Retirement System
Michigan
$258K – – –
FPA
214
First Pacific Advisors
California
$255K +$255K +5,000 New
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K +$6.11K +120 +2%
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$254K – – –
TF
217
Trek Financial
Arizona
$246K -$229K -4,500 -48%
DA
218
Denali Advisors
California
$240K – – –
ST
219
Somerset Trust
Pennsylvania
$230K – – –
MC
220
Maverick Capital
Texas
$230K +$230K +4,510 New
AFP
221
Ausdal Financial Partners
Iowa
$222K -$1.53K -30 -0.7%
BA
222
Bridgewater Associates
Connecticut
$216K -$2.59M -51,020 -92%
BC
223
Burney Company
Virginia
$214K – – –
BPC
224
Banque Pictet & Cie
Switzerland
$212K +$212K +4,170 New
Mariner
225
Mariner
Kansas
$209K +$209K +4,110 New
7 8
9
10 11