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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 %
Victory Capital Management
51
Victory Capital Management
Texas
$811K -$2.1M -38,468 -72%
DFCM
52
Dark Forest Capital Management
Puerto Rico
$787K -$99.2K -1,817 -11%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$778K -$24.1K -441 -3%
BC
54
Barnett & Company
Tennessee
$754K +$754K +13,810 New
MOS
55
MGO One Seven
Ohio
$714K +$21.6K +395 +3%
FCI
56
Financial Counselors Inc
Kansas
$696K -$26.7K -490 -4%
KA
57
Kerrisdale Advisers
Florida
$694K -$345K -6,325 -33%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$671K +$181K +3,324 +37%
American Century Companies
59
American Century Companies
Missouri
$661K +$243K +4,455 +58%
XT
60
XTX Topco
Cayman Islands
$636K -$708K -12,968 -53%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$629K -$22.9K -421 -4%
SO
62
STRS Ohio
Ohio
$628K -$490K -8,993 -44%
Goldman Sachs
63
Goldman Sachs
New York
$609K +$220K +4,027 +56%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$571K -$45.7K -838 -7%
Wells Fargo
65
Wells Fargo
California
$568K -$12.4K -227 -2%
Prudential Financial
66
Prudential Financial
New Jersey
$562K +$562K +10,299 New
VI
67
Versor Investments
New York
$548K +$140K +2,557 +34%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$548K -$87.3K -1,600 -14%
Ameriprise
69
Ameriprise
Minnesota
$537K +$546 +10 +0.1%
Two Sigma Investments
70
Two Sigma Investments
New York
$529K -$689K -12,621 -57%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$499K +$1.09K +20 +0.2%
LPL Financial
72
LPL Financial
California
$495K +$495K +9,073 New
DIS
73
Diversified Investment Strategies
Louisiana
$493K – – –
AWM
74
AE Wealth Management
Kansas
$481K +$86.5K +1,585 +22%
HCM
75
Highlander Capital Management
New Jersey
$470K +$61.3K +1,125 +15%
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