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U-Haul Holding Co
UHAL

Overview Fund Activity

190 hedge funds and large institutions have $419M invested in U-Haul Holding Co in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
46
Reduced
73
Closed
36
Calls
$1.67M
Puts
$2.53M
Net Calls
-$869K
Net Calls Change
-$4.43M

Top Buyers

1
SI
1
Scharf Investments
California
$26.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$15.4M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$8.79M
4
Norges Bank
4
Norges Bank
Norway
$7.63M
5
OWIM
5
Old West Investment Management
California
$9.65M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$18.8M
2
Ameriprise
2
Ameriprise
Minnesota
$544K
3
DZ Bank
3
DZ Bank
Germany
$909K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFGCM
76
Norman Fields Gottscho Capital Management
New York
$392K -$1.66K -30 -0.4%
OLVIG
77
Oliver Lagore Vanvalin Investment Group
Michigan
$376K +$156K +2,815 +71%
MAA
78
Mraz Amerine & Associates
California
$375K – – –
ISL
79
Ingalls & Snyder LLC
New York
$351K – – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$349K +$349K +6,309 New
OC
81
Oppenheimer & Close
New York
$345K -$1.11K -20 -0.3%
BRWA
82
B. Riley Wealth Advisors
Florida
$345K -$5.53K -100 -2%
RAM
83
RK Asset Management
Michigan
$342K -$306K -5,527 -47%
Bank of America
84
Bank of America
North Carolina
$331K +$15.4K +279 +5%
E
85
Ergoteles
New York
$330K +$128K +2,316 +63%
Invesco
86
Invesco
Georgia
$319K -$310K -5,598 -49%
LP
87
LMR Partners
United Kingdom
$313K +$313K +5,659 New
EI
88
Ethic Inc
New York
$313K -$95.3K -1,761 -23%
HighTower Advisors
89
HighTower Advisors
Illinois
$309K +$309K +5,620 New
GCP
90
GSA Capital Partners
United Kingdom
$302K -$1.24M -22,374 -80%
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$294K – – –
UBS Group
92
UBS Group
Switzerland
$289K -$957K -17,291 -77%
JF
93
Jump Financial
Illinois
$288K -$581K -10,506 -67%
RR
94
Robotti Robert
$288K – – –
IP
95
Intellectus Partners
California
$247K +$247K +4,460 New
Lazard Asset Management
96
Lazard Asset Management
New York
$245K -$236K -4,290 -49%
LAM
97
Lakewood Asset Management
Illinois
$239K -$1.44K -26 -0.6%
FHB
98
First Hawaiian Bank
Hawaii
$230K +$230K +4,152 New
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$225K -$22.9K -414 -9%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$223K +$277 +5 +0.1%
2 3
4
5 6