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U-Haul Holding Co

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
251
State of Wyoming
Wyoming
$18K +$18K +300 New
CIA
252
Cascade Investment Advisors
Oregon
$15.3K
HI
253
Harbour Investments
Wisconsin
$12K +$12K +180 New
LC
254
Lindbrook Capital
California
$10K
PWMG
255
Prestige Wealth Management Group
New Jersey
$9K
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$9K +$2.57K +40 +40%
SPIA
257
Steward Partners Investment Advisory
New York
$7.4K +$7.4K +120 New
OAJ
258
Ogorek Anthony Joseph
New York
$6K
ZB
259
Zions Bancorporation
Utah
$6K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$6K +$1.8K +30 +43%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AWA
262
Arkadios Wealth Advisors
Georgia
$4K
EARNEST Partners
263
EARNEST Partners
Georgia
$4K
MWP
264
Meridian Wealth Partners
Pennsylvania
$4K +$4K +60 New
Simplex Trading
265
Simplex Trading
Illinois
$4K +$4K +70 New
QCG
266
Quadrant Capital Group
Ohio
$3K +$1.2K +20 +67%
NFG
267
Next Financial Group
Texas
$2K
BWM
268
BerganKDV Wealth Management
Minnesota
$2K
MAM
269
Meeder Asset Management
Ohio
$2K
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +40 New
VFA
271
Valeo Financial Advisors
Indiana
$1K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$1K +$500 +10 +100%
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$655
AIG
274
American International Group
New York
$66 -$6 -90 -8%
SM
275
Senvest Management
New York
-$62.8M -1,383,370 Closed