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U-Haul Holding Co
UHAL

Overview Fund Activity

185 hedge funds and large institutions have $440M invested in U-Haul Holding Co in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
62
Reduced
62
Closed
31
Calls
$1.29M
Puts
$358K
Net Calls
+$932K
Net Calls Change
+$1.8M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$24.1M
2
SCA
2
Southpoint Capital Advisors
New York
$32.7M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.46M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$4.74M
5
RR
5
Robotti Robert
$1.06M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$107K
2
ACM
2
Abrams Capital Management
Massachusetts
$4.63M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$1.7M
4
State Street
4
State Street
Massachusetts
$12.2M
5
MS
5
Maven Securities
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$396K -$38.6K -625 -9%
OC
77
Oppenheimer & Close
New York
$384K – – –
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$369K +$369K +5,969 New
ISL
79
Ingalls & Snyder LLC
New York
$365K -$432 -7 -0.1%
QCM
80
Quantinno Capital Management
New York
$353K +$132K +2,133 +59%
ClearBridge Investments
81
ClearBridge Investments
New York
$321K -$6.17K -100 -2%
UBS Group
82
UBS Group
Switzerland
$315K -$72.3K -1,172 -19%
CWM
83
CIBC World Markets
New York
$314K +$314K +5,234 New
IP
84
Intellectus Partners
California
$313K -$37.5K -608 -11%
FHB
85
First Hawaiian Bank
Hawaii
$294K – – –
LPL Financial
86
LPL Financial
California
$289K -$11.2K -182 -4%
AFCM
87
Applied Finance Capital Management
Puerto Rico
$285K +$285K +4,620 New
MAA
88
Mraz Amerine & Associates
California
$275K -$15.9K -258 -5%
Allspring Global Investments
89
Allspring Global Investments
North Carolina
$272K +$1.11K +18 +0.4%
Verition Fund Management
90
Verition Fund Management
Connecticut
$267K -$11.1K -179 -4%
LWM
91
Lodestone Wealth Management
Washington
$258K -$5.25K -85 -2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$250K -$20.2K -328 -7%
DT
93
Diversified Trust
Tennessee
$248K +$248K +4,025 New
QWM
94
Quadcap Wealth Management
Texas
$244K – – –
LAM
95
Lakewood Asset Management
Illinois
$235K -$2.22K -36 -0.9%
LJAC
96
L.J. Altfest & Co
New York
$229K +$803 +13 +0.4%
SEI Investments
97
SEI Investments
Pennsylvania
$225K +$23.2K +376 +11%
Barclays
98
Barclays
United Kingdom
$211K -$149K -2,416 -41%
BAM
99
Belpointe Asset Management
Nevada
$209K +$209K +3,391 New
Treasurer of the State of North Carolina
100
Treasurer of the State of North Carolina
North Carolina
$207K -$5.93K -96 -3%
2 3
4
5 6