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U-Haul Holding Co
UHAL

Overview Fund Activity

176 hedge funds and large institutions have $407M invested in U-Haul Holding Co in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
71
Closed
29
Calls
$1.76M
Puts
$1.66M
Net Calls
+$98K
Net Calls Change
+$967K

Top Buyers

1
SI
1
Scharf Investments
California
$31.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$3.39M
4
AFR
4
Applied Fundamental Research
Massachusetts
$3.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$869K
3
YAM
3
Yacktman Asset Management
Texas
$36.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$811K
5
BlackRock
5
BlackRock
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$205K -$79.8K -1,463 -28%
HIIFS
102
Harel Insurance Investments & Financial Services
Israel
$197K -$13.5K -247 -6%
FIA
103
FNY Investment Advisers
New York
$190K +$27.1K +500 +17%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$171K -$50.1K -920 -23%
Citigroup
105
Citigroup
New York
$169K -$21K -384 -11%
Swedbank
106
Swedbank
Sweden
$169K +$1.42K +26 +0.8%
SG Americas Securities
107
SG Americas Securities
New York
$152K +$14.2K +260 +10%
AB
108
Amalgamated Bank
New York
$143K +$47.6K +873 +50%
SC
109
Skylands Capital
Wisconsin
$133K -$8.19K -150 -6%
Barclays
110
Barclays
United Kingdom
$122K – – –
CT
111
Colonial Trust
South Carolina
$117K +$115K +2,100 +5,250%
Canada Life
112
Canada Life
Manitoba, Canada
$109K +$1.59K +29 +1%
SFM
113
Systematic Financial Management
New Jersey
$107K -$31.4K -575 -23%
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$93.6K -$70.7K -1,295 -43%
Lazard Asset Management
115
Lazard Asset Management
New York
$85K -$156K -2,885 -65%
TAM
116
Third Avenue Management
New York
$81.4K -$2.91K -52 -3%
Simplex Trading
117
Simplex Trading
Illinois
$79K +$35.7K +657 +82%
Comerica Bank
118
Comerica Bank
Texas
$75.7K +$75.7K +1,388 New
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$66K – – –
CA
120
Clearstead Advisors
Ohio
$54.6K +$27.3K +500 +100%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$47.4K -$8.29K -140 -15%
C
122
Covestor
United Kingdom
$39K +$2.09K +38 +6%
TRCT
123
Tower Research Capital (TRC)
New York
$38.6K -$45.2K -829 -54%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$35.7K +$35.7K +654 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$35.5K – – –
3 4
5
6 7