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U-Haul Holding Co
UHAL

Overview Fund Activity

303 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 115 reducing their positions, and 54 closing their positions.

Holders
303
Holders Change
-23
Holders Change %
-7.06%
% of All Funds
4.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
98
Reduced
115
Closed
54
Calls
$8.77M
Puts
$21.8M
Net Calls
-$13M
Net Calls Change
-$5.25M

Top Buyers

1
YAM
1
Yacktman Asset Management
Texas
$425M
2
RP
2
Reinhart Partners
Wisconsin
$68.4M
3
SCM
3
Smead Capital Management
Arizona
$105M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$18.7M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$61.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$23.6M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$31.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$253M
4
ACM
4
Abrams Capital Management
Massachusetts
$252M
5
Invesco
5
Invesco
Georgia
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$14K – – –
C
277
Covestor
United Kingdom
$13K +$5.57K +90 +75%
OA
278
Operose Advisors
Wisconsin
$11K – – –
SWA
279
SOA Wealth Advisors
New York
$10K – – –
LC
280
Lindbrook Capital
California
$10K +$588 +10 +6%
IA
281
IFP Advisors
Florida
$10K +$10K +210 New
PWMG
282
Prestige Wealth Management Group
New Jersey
$9K – – –
ZIG
283
Zullo Investment Group
Pennsylvania
$8K – – –
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
MCC
285
Money Concepts Capital
Florida
$8K +$8K +130 New
PFBT
286
Parkside Financial Bank & Trust
Missouri
$6K – – –
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
$5K -$119K -2,140 -96%
OAJ
288
Ogorek Anthony Joseph
New York
$5K – – –
S
289
Surevest
California
$5K – – –
ZB
290
Zions Bancorporation
Utah
$5K – – –
JWA
291
JFS Wealth Advisors
Pennsylvania
$5K +$1.67K +30 +50%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +80 New
EI
293
Ellevest Inc
New York
$5K +$5K +80 New
EARNEST Partners
294
EARNEST Partners
Georgia
$4K – – –
SC
295
Schubert & Co
Texas
$4K +$667 +10 +20%
CI
296
Cordant Inc
Oregon
$4K +$4K +60 New
QCG
297
Quadrant Capital Group
Ohio
$3K – – –
AAP
298
Arax Advisory Partners
Colorado
$3K +$3K +50 New
BWM
299
BerganKDV Wealth Management
Minnesota
$2K – – –
DI
300
Disciplined Investments
Oklahoma
$2K +$2K +40 New
10 11
12
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