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U-Haul Holding Co
UHAL

Overview Fund Activity

193 hedge funds and large institutions have $511M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+17
Holders Change %
+9.66%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
50
Reduced
80
Closed
15
Calls
$2.71M
Puts
$230K
Net Calls
+$2.48M
Net Calls Change
+$2.39M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$19.7M
3
PL
3
Parkwood LLC
Ohio
$6.06M
4
SI
4
Scharf Investments
California
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$749K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
YAM
3
Yacktman Asset Management
Texas
$39.4M
4
OWIM
4
Old West Investment Management
California
$3.75M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$966K +$259K +3,610 +37%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$926K -$147K -2,046 -14%
KA
53
Kerrisdale Advisers
Florida
$913K – – –
American Century Companies
54
American Century Companies
Missouri
$890K +$20.6K +287 +2%
FCI
55
Financial Counselors Inc
Kansas
$884K -$31.6K -440 -3%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$876K -$1.01M -14,123 -54%
Jane Street
57
Jane Street
New York
$863K -$233K -3,247 -21%
Prudential Financial
58
Prudential Financial
New Jersey
$851K +$111K +1,548 +15%
Citigroup
59
Citigroup
New York
$821K +$599K +8,340 +269%
SO
60
STRS Ohio
Ohio
$787K -$40.1K -559 -5%
CCIA
61
Campbell & Co Investment Adviser
Maryland
$786K +$287K +4,000 +58%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$763K -$66.8K -929 -8%
Millennium Management
63
Millennium Management
New York
$749K -$21.5M -300,025 -97%
Wells Fargo
64
Wells Fargo
California
$738K -$9.26K -129 -1%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$726K -$25.5K -355 -3%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$712K -$171K -2,375 -19%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$699K -$21.8K -304 -3%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$664K +$6.97K +97 +1%
RWA
69
Redmont Wealth Advisors
Illinois
$660K +$75K +1,044 +13%
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$646K +$41.7K +581 +7%
DIS
71
Diversified Investment Strategies
Louisiana
$643K -$26.9K -375 -4%
HCM
72
Highlander Capital Management
New Jersey
$615K -$3.59K -50 -0.6%
HighTower Advisors
73
HighTower Advisors
Illinois
$603K +$133K +1,845 +28%
AWM
74
AE Wealth Management
Kansas
$600K +$9.58K +143 +2%
PI
75
PEAK6 Investments
Illinois
$544K +$544K +7,576 New
1 2
3
4 5