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U-Haul Holding Co

326 hedge funds and large institutions have $5.09B invested in U-Haul Holding Co in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+38
Holders Change %
+13.19%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
62
Increased
120
Reduced
97
Closed
19
Calls
$6.75M
Puts
$14.5M
Net Calls
-$7.77M
Net Calls Change
+$6.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$17K
A
302
AustralianSuper
Australia
$16.9K +$2.99K +41,140 +21%
SWA
303
SOA Wealth Advisors
New York
$13K
OA
304
Operose Advisors
Wisconsin
$13K +$13K +180 New
LC
305
Lindbrook Capital
California
$12K
HI
306
Harbour Investments
Wisconsin
$10K -$3.57K -50 -26%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$10K
PWMG
308
Prestige Wealth Management Group
New Jersey
$10K
C
309
Covestor
United Kingdom
$9K +$9K +120 New
ZIG
310
Zullo Investment Group
Pennsylvania
$9K +$9K +130 New
VRS
311
Virginia Retirement Systems
Virginia
$7.19K -$218 -3,000 -3%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$7K
OAJ
313
Ogorek Anthony Joseph
New York
$7K
ZB
314
Zions Bancorporation
Utah
$7K
S
315
Surevest
California
$7K +$7K +90 New
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$6K
MFAM
317
Motley Fool Asset Management
Virginia
$6K +$6K +80 New
BIA
318
Bell Investment Advisors
California
$5K
QCG
319
Quadrant Capital Group
Ohio
$4K
EARNEST Partners
320
EARNEST Partners
Georgia
$4K
SC
321
Schubert & Co
Texas
$4K +$4K +50 New
GI
322
Gradient Investments
Minnesota
$4K +$4K +50 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$4K +$4K +60 New
BWM
324
BerganKDV Wealth Management
Minnesota
$2K
MGIM
325
M&G Investment Management
United Kingdom
$1.09K +$1.09K +14,960 New