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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.

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
1
Goldman Sachs
New York
$78M
2
Wells Fargo
2
Wells Fargo
California
$41.8M
3
Norges Bank
3
Norges Bank
Norway
$67.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$51.1M
5
SCM
5
Scopia Capital Management
New York
$16.5M

Top Sellers

1
SM
1
Senvest Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$4.98M
3
BC
3
Bruce & Co
Illinois
$58.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$335M
5
State Street
5
State Street
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$481M 7,849,250 +189,320 +2%
BlackRock
2
BlackRock
New York
$431M 7,035,960 +155,770 +2%
ACM
3
Abrams Capital Management
Massachusetts
$344M 5,612,580 – –
Wellington Management Group
4
Wellington Management Group
Massachusetts
$335M 5,463,110 -318,210 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$285M 4,656,480 +25,240 +0.5%
YAM
6
Yacktman Asset Management
Texas
$156M 2,541,210 +79,990 +3%
Artisan Partners
7
Artisan Partners
Wisconsin
$142M 2,315,540 -248,760 -10%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$140M 2,282,490 -91,920 -4%
State Street
9
State Street
Massachusetts
$132M 2,151,520 -269,770 -11%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$82.8M 1,351,190 -114,670 -8%
Goldman Sachs
11
Goldman Sachs
New York
$78M 1,272,630 +799,790 +169%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$76.3M 1,246,610 +52,640 +4%
RP
13
Reinhart Partners
Wisconsin
$72M 1,172,250 -122,960 -9%
Norges Bank
14
Norges Bank
Norway
$67.4M 1,100,610 +310,190 +39%
SCM
15
Smead Capital Management
Arizona
$62M 1,012,310 +85,710 +9%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$61M 995,910 -85,210 -8%
BC
17
Bruce & Co
Illinois
$58.6M 956,850 -351,670 -27%
AQR Capital Management
18
AQR Capital Management
Connecticut
$51.1M 834,450 +277,980 +50%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$46M 751,630 -37,150 -5%
Wells Fargo
20
Wells Fargo
California
$41.8M 682,470 +341,960 +100%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$41.1M 671,420 -2,910 -0.4%
Charles Schwab
22
Charles Schwab
California
$40.5M 660,670 -16,780 -2%
JP
23
JNE Partners
United Kingdom
$39.2M 640,450 -77,810 -11%
Northern Trust
24
Northern Trust
Illinois
$39.2M 640,270 +14,070 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$39.1M 638,700 -13,000 -2%
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