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U-Haul Holding Co
UHAL

Overview Fund Activity

198 hedge funds and large institutions have $532M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% 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
38
Increased
60
Reduced
52
Closed
22
Calls
$2.02M
Puts
$705K
Net Calls
+$1.32M
Net Calls Change
+$385K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$17.4M
2
Millennium Management
2
Millennium Management
New York
$7.13M
3
SCA
3
Southpoint Capital Advisors
New York
$46.5M
4
TFM
4
Trian Fund Management
New York
$34.8M
5
SI
5
Scharf Investments
California
$54.5M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$2.68M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.87M
4
ACM
4
Abrams Capital Management
Massachusetts
$2.82M
5
Charles Schwab
5
Charles Schwab
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Close
New York
$482K – – –
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$467K +$4.11K +53 +0.9%
ISL
78
Ingalls & Snyder LLC
New York
$454K -$4.26K -55 -0.9%
Bank of America
79
Bank of America
North Carolina
$438K +$287K +3,701 +190%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$436K +$94.7K +1,222 +28%
IP
81
Intellectus Partners
California
$414K +$21.3K +275 +5%
Invesco
82
Invesco
Georgia
$404K -$1.6M -20,696 -80%
ClearBridge Investments
83
ClearBridge Investments
New York
$403K – – –
BFM
84
Boothbay Fund Management
New York
$395K +$395K +5,097 New
FHB
85
First Hawaiian Bank
Hawaii
$388K +$19.1K +247 +5%
CCA
86
Childress Capital Advisors
Texas
$387K +$387K +5,000 New
LPL Financial
87
LPL Financial
California
$371K +$7.83K +101 +2%
BAM
88
Belpointe Asset Management
Nevada
$358K +$94.8K +1,224 +36%
Renaissance Technologies
89
Renaissance Technologies
New York
$346K -$1.04M -13,434 -75%
MAA
90
Mraz Amerine & Associates
California
$343K -$2.4K -31 -0.7%
LWM
91
Lodestone Wealth Management
Washington
$341K +$18.1K +233 +6%
GAM
92
Gotham Asset Management
New York
$322K +$322K +4,162 New
QWM
93
Quadcap Wealth Management
Texas
$322K +$15.8K +204 +5%
Osaic Holdings
94
Osaic Holdings
Arizona
$318K +$171K +2,211 +117%
DT
95
Diversified Trust
Tennessee
$312K – – –
UBS Group
96
UBS Group
Switzerland
$307K -$89.2K -1,151 -23%
AI
97
Atom Investors
Texas
$301K +$301K +3,879 New
XT
98
XTX Topco
Cayman Islands
$295K +$295K +3,807 New
TRCT
99
Tower Research Capital (TRC)
New York
$282K +$108K +1,398 +62%
AIC
100
Anthracite Investment Company
Texas
$269K +$269K +3,473 New
2 3
4
5 6