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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.

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

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$60.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$21.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$17.1M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$97.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$427M 838,723 +9,079 +1%
YAM
2
Yacktman Asset Management
Texas
$374M 734,057 +559 +0.1%
BlackRock
3
BlackRock
New York
$360M 707,852 +7,958 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M 493,025 +8,053 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$219M 430,882 +5,378 +1%
ACM
6
Abrams Capital Management
Massachusetts
$215M 422,917 – –
State Street
7
State Street
Massachusetts
$139M 273,618 -4,157 -1%
Artisan Partners
8
Artisan Partners
Wisconsin
$97.6M 191,694 -13,099 -6%
SCM
9
Smead Capital Management
Arizona
$96.2M 188,868 +3,014 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71M 139,543 -186 -0.1%
AQR Capital Management
11
AQR Capital Management
Connecticut
$60.6M 119,991 -61,292 -34%
RP
12
Reinhart Partners
Wisconsin
$58.3M 114,389 -1,080 -0.9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$52.6M 103,391 +91,719 +786%
Norges Bank
14
Norges Bank
Norway
$52.3M 102,803 +3,663 +4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$45.1M 88,614 +46,373 +110%
HCM
16
Harspring Capital Management
New York
$43.8M 86,000 +7,000 +9%
Charles Schwab
17
Charles Schwab
California
$42M 82,421 +2,600 +3%
BC
18
Bruce & Co
Illinois
$38.4M 75,455 – –
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$38M 74,539 -417 -0.6%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$33.9M 66,666 -9,711 -13%
Northern Trust
21
Northern Trust
Illinois
$33.1M 64,986 +1,414 +2%
Morgan Stanley
22
Morgan Stanley
New York
$31M 60,786 +1,935 +3%
UBS AM
23
UBS AM
Illinois
$27.3M 53,557 +5,673 +12%
SI
24
Scout Investments
Missouri
$27.1M 53,280 +16,898 +46%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$21.8M 42,759 +6,397 +18%
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