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U-Haul Holding Co
UHAL

Overview Fund Activity

288 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-15
Holders Change %
-4.95%
% of All Funds
4.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
115
Reduced
101
Closed
40
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$36.5M
2
HCM
Harspring Capital Management
New York
$37.8M
3
Morgan Stanley
Morgan Stanley
New York
$28.1M
4
YAM
Yacktman Asset Management
Texas
$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
$397M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$2.05M
2
BlackRock
BlackRock
New York
$335M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$36.9M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$319K
5
Man Group
Man Group
United Kingdom
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quent Capital
New York
$29K -$6.18K -130 -18%
JWM
252
Janiczek Wealth Management
Colorado
$28K -$44.9K -850 -62%
FHA
253
First Horizon Advisors
Tennessee
$22K +$22K +470 New
FF
254
FourThought Financial
Florida
$16K – – –
PCG
255
Private Capital Group
Connecticut
$16K – – –
A
256
AustralianSuper
Australia
$15.3K +$3.27K +68,360 +27%
QCG
257
Quadrant Capital Group
Ohio
$15K +$12.7K +270 +540%
CIA
258
Cascade Investment Advisors
Oregon
$14.3K – – –
UB
259
UMB Bank
Missouri
$14K – – –
ST
260
Sageworth Trust
Pennsylvania
$14K – – –
AF
261
Allworth Financial
California
$13K +$13K +280 New
RTC
262
Riverview Trust Company
Washington
$12K +$12K +260 New
SWM
263
Spire Wealth Management
Virginia
$11K – – –
IA
264
IFP Advisors
Florida
$10K – – –
LC
265
Lindbrook Capital
California
$10K +$1.5K +30 +18%
PWMG
266
Prestige Wealth Management Group
New Jersey
$7K – – –
HI
267
Harbour Investments
Wisconsin
$7K +$7K +140 New
ZIG
268
Zullo Investment Group
Pennsylvania
$6K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$6K +$1K +20 +20%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$5K -$2K -40 -29%
SC
271
Schubert & Co
Texas
$5K +$2K +40 +67%
CP
272
Castleview Partners
Texas
$4.88K +$3.46K +2,730 +244%
OAJ
273
Ogorek Anthony Joseph
New York
$4K – – –
S
274
Surevest
California
$4K – – –
EI
275
Ellevest Inc
New York
$4K – – –
9 10
11
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