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U-Haul Holding Co
UHAL

Overview Fund Activity

176 hedge funds and large institutions have $407M invested in U-Haul Holding Co in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
71
Closed
29
Calls
$1.76M
Puts
$1.66M
Net Calls
+$98K
Net Calls Change
+$967K

Top Buyers

1
SI
1
Scharf Investments
California
$31.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$3.39M
4
AFR
4
Applied Fundamental Research
Massachusetts
$3.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$869K
3
YAM
3
Yacktman Asset Management
Texas
$36.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$811K
5
BlackRock
5
BlackRock
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.78M -$455K -8,344 -14%
Charles Schwab
27
Charles Schwab
California
$2.66M -$498K -9,131 -16%
EWA
28
EverSource Wealth Advisors
Alabama
$2.27M -$148K -2,708 -6%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$2.02M -$90.4K -1,657 -4%
Northern Trust
30
Northern Trust
Illinois
$1.79M -$61.4K -1,126 -3%
GCP
31
GSA Capital Partners
United Kingdom
$1.72M +$1.42M +26,065 +477%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$1.7M -$380K -6,968 -18%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$1.69M +$1.58M +28,946 +1,439%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$1.48M +$209K +3,827 +16%
Invesco
35
Invesco
Georgia
$1.45M +$1.14M +20,800 +361%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.44M -$53.5K -981 -4%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$1.44M -$12.2K -224 -0.8%
VCM
38
Vision Capital Management
Oregon
$1.36M +$27K +495 +2%
LP
39
LMR Partners
United Kingdom
$1.06M +$751K +13,766 +243%
OQS
40
Occudo Quantitative Strategies
Florida
$961K -$913K -16,732 -49%
MP
41
McDonald Partners
Ohio
$891K +$60K +1,100 +7%
UBS AM
42
UBS AM
Illinois
$888K +$106K +1,939 +14%
WC
43
Winmill & Co
New York
$869K – – –
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$869K -$3.08M -56,468 -78%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$845K +$67.4K +1,235 +9%
PAIM
46
Punch & Associates Investment Management
Minnesota
$839K -$7.64K -140 -0.9%
HF
47
HRT Financial
New York
$835K -$146K -2,669 -15%
Jane Street
48
Jane Street
New York
$833K -$1.32M -24,215 -61%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$816K -$287K -5,261 -26%
PCP
50
Proficio Capital Partners
Massachusetts
$813K – – –
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