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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 %
VF
101
Virtu Financial
New York
$204K +$204K +3,303 New
RAM
102
RK Asset Management
Michigan
$200K -$55.2K -895 -22%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$181K -$741 -12 -0.4%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$174K -$560K -9,070 -76%
CIAS
105
Capital Investment Advisory Services
North Carolina
$166K – – –
SC
106
Skylands Capital
Wisconsin
$145K – – –
TRCT
107
Tower Research Capital (TRC)
New York
$139K -$5.86K -95 -4%
HIIFS
108
Harel Insurance Investments & Financial Services
Israel
$125K -$4.02K -65 -3%
Bank of America
109
Bank of America
North Carolina
$121K -$704K -11,412 -85%
Legal & General Group
110
Legal & General Group
United Kingdom
$120K -$988 -16 -0.8%
Osaic Holdings
111
Osaic Holdings
Arizona
$117K -$52.1K -844 -31%
SFM
112
Systematic Financial Management
New Jersey
$116K -$2.47K -40 -2%
OWA
113
Opal Wealth Advisors
New York
$110K +$741 +12 +0.7%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$107K -$16.6M -268,488 -99%
Lazard Asset Management
115
Lazard Asset Management
New York
$97K -$11.6K -189 -11%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$90.1K +$83.2K +1,349 +1,204%
TAM
117
Third Avenue Management
New York
$89.9K – – –
EWA
118
EverSource Wealth Advisors
Alabama
$89.1K -$49.4K -740 -36%
AB
119
Amalgamated Bank
New York
$86K -$19.3K -313 -18%
Comerica Bank
120
Comerica Bank
Texas
$83.3K +$62 +1 +0.1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$75.5K +$28K +436 +59%
CT
122
Colonial Trust
South Carolina
$64.2K – – –
IRC
123
Investors Research Corp
Georgia
$61.7K – – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$61.6K -$62 -1 -0.1%
ATS
125
Ashton Thomas Securities
New York
$40.7K +$40.7K +679 New
3 4
5
6 7