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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.

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
1
APG Asset Management
Netherlands
$31.3M
2
BlackRock
2
BlackRock
New York
$492M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$87.6M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$10.7M
5
RP
5
Reinhart Partners
Wisconsin
$74.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$302M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$59.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$46.8M
4
Millennium Management
4
Millennium Management
New York
$5.74M
5
BC
5
Bruce & Co
Illinois
$51.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M 800,428 +6,573 +0.8%
BlackRock
2
BlackRock
New York
$492M 762,106 +22,618 +3%
ACM
3
Abrams Capital Management
Massachusetts
$363M 561,258 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$306M 473,200 +8,257 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$302M 467,097 -53,793 -10%
YAM
6
Yacktman Asset Management
Texas
$287M 444,927 -2,746 -0.6%
State Street
7
State Street
Massachusetts
$176M 272,526 +1,525 +0.6%
Artisan Partners
8
Artisan Partners
Wisconsin
$148M 229,084 -2,248 -1%
Goldman Sachs
9
Goldman Sachs
New York
$106M 163,329 -1,258 -0.8%
AQR Capital Management
10
AQR Capital Management
Connecticut
$87.6M 135,666 +15,361 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$86.3M 133,771 +5,233 +4%
SCM
12
Smead Capital Management
Arizona
$76.5M 118,476 +4,502 +4%
RP
13
Reinhart Partners
Wisconsin
$74.7M 115,587 +13,317 +13%
Norges Bank
14
Norges Bank
Norway
$66.2M 102,546 -1,193 -1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$59.3M 91,767 -48,419 -35%
BC
16
Bruce & Co
Illinois
$51.5M 79,785 -13,600 -15%
Northern Trust
17
Northern Trust
Illinois
$49.4M 76,488 +9,101 +14%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$49M 75,899 +544 +0.7%
Charles Schwab
19
Charles Schwab
California
$46.9M 72,558 +5,056 +7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$46.8M 72,479 -37,633 -34%
Wells Fargo
21
Wells Fargo
California
$46.5M 71,924 -2,006 -3%
UBS AM
22
UBS AM
Illinois
$33.3M 51,605 -440 -0.8%
JP
23
JNE Partners
United Kingdom
$32.8M 50,826 – –
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$31.5M 48,735 -105 -0.2%
APG Asset Management
25
APG Asset Management
Netherlands
$31.3M 56,100 +41,200 +277%
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