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U-Haul Holding Co
UHAL

Overview Fund Activity

197 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% 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
26
Increased
55
Reduced
72
Closed
22
Calls
$1.51M
Puts
$2.37M
Net Calls
-$865K
Net Calls Change
-$3.35M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$29M
2
Norges Bank
2
Norges Bank
Norway
$22.1M
3
OWIM
3
Old West Investment Management
California
$6.96M
4
Invesco
4
Invesco
Georgia
$2.15M
5
MS
5
Maven Securities
Jersey
$1.57M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$18.7M
2
YAM
2
Yacktman Asset Management
Texas
$31.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$491K -$60.2K -1,010 -11%
NFGCM
77
Norman Fields Gottscho Capital Management
New York
$488K -$3.38K -50 -0.7%
KAM
78
Knightsbridge Asset Management
California
$479K – – –
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$475K +$6.35K +94 +1%
VI
80
Versor Investments
New York
$445K +$43.7K +647 +11%
UBS Group
81
UBS Group
Switzerland
$424K +$202K +2,995 +91%
OC
82
Oppenheimer & Close
New York
$420K -$2.03K -30 -0.5%
ISL
83
Ingalls & Snyder LLC
New York
$400K -$24.8K -367 -6%
Barclays
84
Barclays
United Kingdom
$394K -$5.79K -86 -1%
IP
85
Intellectus Partners
California
$383K -$1.55K -23 -0.4%
ClearBridge Investments
86
ClearBridge Investments
New York
$358K +$358K +5,300 New
RJA
87
Raymond James & Associates
Florida
$345K +$156K +2,307 +82%
BRWA
88
B. Riley Wealth Advisors
Florida
$335K +$3.22K +59 +1%
CGIM
89
Cannon Global Investment Management
Florida
$331K +$331K +4,900 New
LPL Financial
90
LPL Financial
California
$329K +$38K +562 +13%
FHB
91
First Hawaiian Bank
Hawaii
$322K – – –
MAA
92
Mraz Amerine & Associates
California
$318K -$47.8K -707 -13%
Goldman Sachs
93
Goldman Sachs
New York
$312K +$7.63K +113 +3%
Verition Fund Management
94
Verition Fund Management
Connecticut
$304K +$304K +4,503 New
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$296K +$43.6K +646 +17%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$296K +$31.4K +464 +12%
LWM
97
Lodestone Wealth Management
Washington
$288K +$59.5K +881 +26%
PI
98
PEAK6 Investments
Illinois
$279K -$232K -3,440 -45%
OQS
99
Occudo Quantitative Strategies
Florida
$279K -$748K -11,072 -73%
RAM
100
RK Asset Management
Michigan
$279K -$3.37K -50 -1%
2 3
4
5 6