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U-Haul Holding Co
UHAL

Overview Fund Activity

193 hedge funds and large institutions have $511M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+17
Holders Change %
+9.66%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
50
Reduced
80
Closed
15
Calls
$2.71M
Puts
$230K
Net Calls
+$2.48M
Net Calls Change
+$2.39M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$19.7M
3
PL
3
Parkwood LLC
Ohio
$6.06M
4
SI
4
Scharf Investments
California
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$749K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
YAM
3
Yacktman Asset Management
Texas
$39.4M
4
OWIM
4
Old West Investment Management
California
$3.75M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
101
Quadcap Wealth Management
Texas
$273K +$273K +3,796 New
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$269K -$755K -10,511 -74%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$251K +$251K +3,501 New
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$245K +$245K +3,416 New
LWM
105
Lodestone Wealth Management
Washington
$243K -$62K -864 -20%
UBS Group
106
UBS Group
Switzerland
$236K -$34.3K -478 -13%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$232K +$6.39K +89 +3%
RR
108
Robotti Robert
$230K -$144K -2,000 -38%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$226K +$226K +3,143 New
MFAM
110
Motley Fool Asset Management
Virginia
$221K +$221K +3,074 New
Swedbank
111
Swedbank
Sweden
$215K -$6.39K -89 -3%
BWP
112
Balboa Wealth Partners
Arizona
$214K +$214K +2,985 New
Osaic Holdings
113
Osaic Holdings
Arizona
$209K -$73.9K -1,030 -26%
SEI Investments
114
SEI Investments
Pennsylvania
$202K +$202K +2,814 New
RJA
115
Raymond James & Associates
Florida
$201K +$201K +2,805 New
IFWM
116
Institute for Wealth Management
Colorado
$201K +$201K +2,802 New
RC
117
RBF Capital
California
$201K +$201K +2,800 New
HIIFS
118
Harel Insurance Investments & Financial Services
Israel
$175K -$83.6K -1,165 -32%
SC
119
Skylands Capital
Wisconsin
$168K -$7.18K -100 -4%
CT
120
Colonial Trust
South Carolina
$146K -$7.18K -100 -5%
SFM
121
Systematic Financial Management
New Jersey
$141K – – –
SG Americas Securities
122
SG Americas Securities
New York
$124K -$76.1K -1,058 -38%
Lazard Asset Management
123
Lazard Asset Management
New York
$121K +$9.06K +127 +8%
Canada Life
124
Canada Life
Manitoba, Canada
$109K -$32.8K -460 -23%
Comerica Bank
125
Comerica Bank
Texas
$107K +$7.04K +98 +7%
3 4
5
6 7