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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.

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
PIM
3
Perpetual Investment Management
Australia
$8.33M
4
SM
4
Senvest Management
New York
$62.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$348M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$348M 765,993 +15,747 +2%
BlackRock
2
BlackRock
New York
$312M 688,019 +35,005 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$262M 578,132 -26,113 -4%
ACM
4
Abrams Capital Management
Massachusetts
$255M 561,258 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$210M 463,124 -7,522 -2%
Artisan Partners
6
Artisan Partners
Wisconsin
$116M 256,430 -18,670 -7%
YAM
7
Yacktman Asset Management
Texas
$112M 246,122 -8,949 -4%
State Street
8
State Street
Massachusetts
$110M 242,129 -7,541 -3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M 237,441 +6,204 +3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$66.5M 146,586 -7,926 -5%
SM
11
Senvest Management
New York
$62.8M 138,337 +15,780 +13%
BC
12
Bruce & Co
Illinois
$59.4M 130,852 -8,500 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.2M 119,397 +8,100 +7%
RP
14
Reinhart Partners
Wisconsin
$51M 129,521 +4,861 +4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$49.1M 108,112 +25,028 +30%
SCM
16
Smead Capital Management
Arizona
$42.1M 92,660 -4,523 -5%
Norges Bank
17
Norges Bank
Norway
$35.9M 79,042 +10,066 +15%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$35.8M 78,878 +2,154 +3%
Bank of America
19
Bank of America
North Carolina
$34.9M 76,831 -3,941 -5%
JP
20
JNE Partners
United Kingdom
$32.6M 71,826 – –
Charles Schwab
21
Charles Schwab
California
$30.8M 67,745 +1,403 +2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$30.6M 67,433 -7,805 -10%
Swiss National Bank
23
Swiss National Bank
Switzerland
$29.6M 65,170 -500 -0.8%
Northern Trust
24
Northern Trust
Illinois
$28.4M 62,620 +38 +0.1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$26.9M 59,174 -6,892 -10%
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