UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

198 hedge funds and large institutions have $532M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
60
Reduced
52
Closed
22
Calls
$2.02M
Puts
$705K
Net Calls
+$1.32M
Net Calls Change
+$385K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$17.4M
2
Millennium Management
2
Millennium Management
New York
$7.13M
3
SCA
3
Southpoint Capital Advisors
New York
$46.5M
4
TFM
4
Trian Fund Management
New York
$34.8M
5
SI
5
Scharf Investments
California
$54.5M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$2.68M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.87M
4
ACM
4
Abrams Capital Management
Massachusetts
$2.82M
5
Charles Schwab
5
Charles Schwab
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$849K +$105K +1,360 +14%
AI
52
Atria Investments
North Carolina
$843K +$55.5K +716 +7%
QCM
53
Quantinno Capital Management
New York
$792K +$349K +4,508 +79%
Prudential Financial
54
Prudential Financial
New Jersey
$789K -$178K -2,300 -18%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$775K +$775K +10,000 New
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$761K +$36.5K +490 +5%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$729K +$67.7K +874 +10%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$722K -$140K -1,802 -16%
KTA
59
Keeley-Teton Advisors
Illinois
$712K +$712K +9,191 New
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$710K – – –
CLA
61
Carnegie Lake Advisors
New Jersey
$664K +$664K +8,570 New
DIS
62
Diversified Investment Strategies
Louisiana
$656K -$7.36K -95 -1%
Verition Fund Management
63
Verition Fund Management
Connecticut
$649K +$314K +4,047 +94%
RJA
64
Raymond James & Associates
Florida
$646K -$387 -5 -0.1%
ACM
65
Aquatic Capital Management
Illinois
$643K +$643K +8,300 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$640K +$143K +1,842 +29%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$606K -$132K -1,702 -18%
HighTower Advisors
68
HighTower Advisors
Illinois
$603K -$46.1K -594 -7%
RWA
69
Redmont Wealth Advisors
Illinois
$572K -$28.7K -371 -5%
NFGCM
70
Norman Fields Gottscho Capital Management
New York
$560K – – –
UBS AM
71
UBS AM
Illinois
$552K -$522K -6,732 -49%
GF
72
Gabelli Funds
New York
$542K +$542K +7,000 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$513K +$378K +4,884 +281%
KAM
74
Knightsbridge Asset Management
California
$509K – – –
SEI Investments
75
SEI Investments
Pennsylvania
$507K +$225K +2,899 +79%
1 2
3
4 5