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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 %
KPF
76
K2 Principal Fund
Ontario, Canada
$468K -$1.59M -29,182 -77%
OLVIG
77
Oliver Lagore Vanvalin Investment Group
Michigan
$460K +$88.3K +1,619 +24%
RWA
78
Redmont Wealth Advisors
Illinois
$445K +$21.3K +391 +5%
Bank of America
79
Bank of America
North Carolina
$438K +$112K +2,051 +34%
NFGCM
80
Norman Fields Gottscho Capital Management
New York
$387K – – –
CCIA
81
Campbell & Co Investment Adviser
Maryland
$379K -$171K -3,130 -31%
KAM
82
Knightsbridge Asset Management
California
$378K -$14.2K -260 -4%
HighTower Advisors
83
HighTower Advisors
Illinois
$359K +$49.3K +895 +16%
MAA
84
Mraz Amerine & Associates
California
$356K -$13.3K -243 -4%
ISL
85
Ingalls & Snyder LLC
New York
$346K -$109 -2 -0%
OC
86
Oppenheimer & Close
New York
$341K – – –
BRWA
87
B. Riley Wealth Advisors
Florida
$335K -$5.46K -100 -2%
RAM
88
RK Asset Management
Michigan
$310K -$26.7K -490 -8%
RR
89
Robotti Robert
$284K – – –
IP
90
Intellectus Partners
California
$261K +$17.8K +326 +7%
CC
91
Centiva Capital
New York
$259K +$259K +4,742 New
FHB
92
First Hawaiian Bank
Hawaii
$255K +$28.9K +530 +13%
Legal & General Group
93
Legal & General Group
United Kingdom
$249K +$68.2K +1,249 +38%
LAM
94
Lakewood Asset Management
Illinois
$235K – – –
LWM
95
Lodestone Wealth Management
Washington
$231K +$231K +4,242 New
BBVA
96
Banco Bilbao Vizcaya Argentaria
Spain
$227K +$227K +4,041 New
Squarepoint
97
Squarepoint
New York
$223K -$1.2M -22,054 -84%
Osaic Holdings
98
Osaic Holdings
Arizona
$215K +$12.2K +224 +6%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$215K -$873 -16 -0.4%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$207K +$207K +3,786 New
2 3
4
5 6