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U-Haul Holding Co

200 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
76
Punch & Associates Investment Management
Minnesota
$461K -$464K -6,717 -50%
Goldman Sachs
77
Goldman Sachs
New York
$455K -$302K -4,365 -40%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$443K +$26.7K +386 +6%
KAM
79
Knightsbridge Asset Management
California
$441K -$12.5K -181 -3%
SSA
80
Schonfeld Strategic Advisors
New York
$435K +$435K +6,300 New
OC
81
Oppenheimer & Close
New York
$422K -$6.91K -100 -2%
CCA
82
Childress Capital Advisors
Texas
$415K +$69.1K +1,000 +20%
ISL
83
Ingalls & Snyder LLC
New York
$393K -$11.8K -171 -3%
Raymond James Financial
84
Raymond James Financial
Florida
$376K +$376K +5,438 New
Invesco
85
Invesco
Georgia
$372K +$11.6K +168 +3%
IP
86
Intellectus Partners
California
$369K
ClearBridge Investments
87
ClearBridge Investments
New York
$359K
OQS
88
Occudo Quantitative Strategies
Florida
$335K +$335K +4,851 New
FC
89
Farringdon Capital
United Kingdom
$333K +$333K +4,823 New
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$319K +$319K +4,611 New
LWM
91
Lodestone Wealth Management
Washington
$298K -$6.63K -96 -2%
MAA
92
Mraz Amerine & Associates
California
$295K -$10.8K -156 -4%
BAM
93
Belpointe Asset Management
Nevada
$293K -$34.4K -485 -11%
DT
94
Diversified Trust
Tennessee
$278K
AI
95
Atom Investors
Texas
$267K -$691 -10 -0.3%
QWM
96
Quadcap Wealth Management
Texas
$267K -$20K -289 -7%
Osaic Holdings
97
Osaic Holdings
Arizona
$260K -$23.9K -346 -8%
IC
98
Inkwell Capital
Florida
$245K +$245K +3,540 New
LCGC
99
Legacy Capital Group California
California
$234K +$16.4K +237 +8%
LAM
100
Lakewood Asset Management
Illinois
$224K -$9.12K -132 -4%