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U-Haul Holding Co

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
251
Janiczek Wealth Management
Colorado
$29K +$1.06K +20 +4%
FHA
252
First Horizon Advisors
Tennessee
$23K
EI
253
Ellevest Inc
New York
$23K +$19K +380 +475%
QCG
254
Quadrant Capital Group
Ohio
$19K +$3K +60 +19%
AF
255
Allworth Financial
California
$19K +$5K +100 +36%
UB
256
UMB Bank
Missouri
$15K
ST
257
Sageworth Trust
Pennsylvania
$15K
LC
258
Lindbrook Capital
California
$15K +$5K +100 +50%
A
259
AustralianSuper
Australia
$14.6K -$1.67K -32,760 -10%
SWM
260
Spire Wealth Management
Virginia
$12K
IA
261
IFP Advisors
Florida
$11K +$500 +10 +5%
BTI
262
Blue Trust Inc
Georgia
$10K +$9.05K +190 +950%
JWA
263
JFS Wealth Advisors
Pennsylvania
$9K +$8K +160 +800%
SC
264
Schubert & Co
Texas
$8K +$2.67K +50 +50%
FF
265
FourThought Financial
Florida
$7K -$9.5K -190 -58%
PWMG
266
Prestige Wealth Management Group
New Jersey
$7K
HI
267
Harbour Investments
Wisconsin
$7K
ZIG
268
Zullo Investment Group
Pennsylvania
$7K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$6K
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$6K +$1K +20 +20%
BIA
271
Bell Investment Advisors
California
$6K +$3.5K +70 +140%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$6K +$6K +110 New
OAJ
273
Ogorek Anthony Joseph
New York
$5K
S
274
Surevest
California
$5K
ZB
275
Zions Bancorporation
Utah
$5K