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U-Haul Holding Co
UHAL

Overview Fund Activity

279 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 34 closing their positions.

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
42
Increased
108
Reduced
73
Closed
34
Calls
$117K
Puts
$4.13M
Net Calls
-$4.01M
Net Calls Change
-$6.77M

Top Buyers

1
YAM
1
Yacktman Asset Management
Texas
$264M
2
State Street
2
State Street
Massachusetts
$160M
3
Millennium Management
3
Millennium Management
New York
$24.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$97M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$70.9M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$10.6M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
SCM
4
Scopia Capital Management
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$468M 793,855 +8,930 +1%
BlackRock
2
BlackRock
New York
$436M 739,488 +35,892 +5%
ACM
3
Abrams Capital Management
Massachusetts
$331M 561,258 – –
Wellington Management Group
4
Wellington Management Group
Massachusetts
$307M 520,890 -25,421 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M 464,943 -705 -0.2%
YAM
6
Yacktman Asset Management
Texas
$264M 447,673 +193,552 +76%
State Street
7
State Street
Massachusetts
$160M 271,001 +55,849 +26%
Artisan Partners
8
Artisan Partners
Wisconsin
$136M 231,332 -222 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$97M 164,587 +37,324 +29%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$82.6M 140,186 +5,067 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$75.7M 128,538 +3,877 +3%
RP
12
Reinhart Partners
Wisconsin
$71.1M 102,270 -14,955 -13%
AQR Capital Management
13
AQR Capital Management
Connecticut
$70.9M 120,305 +36,860 +44%
SCM
14
Smead Capital Management
Arizona
$67.2M 113,974 +12,743 +13%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$64.9M 110,112 +10,521 +11%
Norges Bank
16
Norges Bank
Norway
$61.1M 103,739 -6,322 -6%
BC
17
Bruce & Co
Illinois
$55M 93,385 -2,300 -2%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$44.4M 75,355 +192 +0.3%
Wells Fargo
19
Wells Fargo
California
$43.6M 73,930 +5,683 +8%
Charles Schwab
20
Charles Schwab
California
$39.8M 67,502 +1,435 +2%
Northern Trust
21
Northern Trust
Illinois
$39.7M 67,387 +3,360 +5%
First Trust Advisors
22
First Trust Advisors
Illinois
$32M 54,265 +847 +2%
UBS AM
23
UBS AM
Illinois
$30.7M 52,045 +13,765 +36%
JP
24
JNE Partners
United Kingdom
$30M 50,826 -13,219 -21%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$28.8M 48,840 -4,845 -9%
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