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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 %
NFGCM
76
Norman Fields Gottscho Capital Management
New York
$523K +$13.7K +190 +3%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$499K +$499K +6,943 New
KAM
78
Knightsbridge Asset Management
California
$479K -$18.8K -262 -4%
HF
79
HRT Financial
New York
$467K -$631K -8,799 -57%
ISL
80
Ingalls & Snyder LLC
New York
$451K -$3.73K -52 -0.8%
OC
81
Oppenheimer & Close
New York
$448K – – –
BRWA
82
B. Riley Wealth Advisors
Florida
$436K -$4.24K -59 -1%
VI
83
Versor Investments
New York
$426K -$295K -4,110 -41%
Barclays
84
Barclays
United Kingdom
$426K +$266K +3,708 +167%
IP
85
Intellectus Partners
California
$409K +$65.3K +910 +19%
MAA
86
Mraz Amerine & Associates
California
$389K -$79.4K -1,106 -17%
Invesco
87
Invesco
Georgia
$382K -$1.52M -21,233 -80%
XT
88
XTX Topco
Cayman Islands
$370K -$467K -6,507 -56%
BBVA
89
Banco Bilbao Vizcaya Argentaria
Spain
$346K +$54.5K +756 +19%
FHB
90
First Hawaiian Bank
Hawaii
$342K +$6.1K +85 +2%
Goldman Sachs
91
Goldman Sachs
New York
$323K -$478K -6,656 -60%
Legal & General Group
92
Legal & General Group
United Kingdom
$317K -$11.1K -155 -3%
LPL Financial
93
LPL Financial
California
$309K -$342K -4,769 -53%
Squarepoint
94
Squarepoint
New York
$304K +$11.1K +154 +4%
RAM
95
RK Asset Management
Michigan
$301K -$108K -1,501 -26%
KPF
96
K2 Principal Fund
Ontario, Canada
$294K -$322K -4,487 -52%
CC
97
Corton Capital
Ontario, Canada
$290K +$290K +4,033 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$281K +$9.4K +131 +3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$280K -$2.3K -32 -0.8%
LAM
100
Lakewood Asset Management
Illinois
$276K -$33.5K -466 -11%
2 3
4
5 6