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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.

New
Increased
Maintained
Reduced
Closed
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 %
Barclays
101
Barclays
United Kingdom
$263K -$3.18K -41 -1%
LAM
102
Lakewood Asset Management
Illinois
$261K -$33.2K -429 -11%
RAM
103
RK Asset Management
Michigan
$250K -$773 -10 -0.3%
LCGC
104
Legacy Capital Group California
California
$244K +$244K +3,146 New
IFWM
105
Institute for Wealth Management
Colorado
$236K +$236K +3,049 New
SF
106
Synovus Financial
Georgia
$227K +$227K +2,932 New
CAM
107
Cresset Asset Management
Illinois
$225K +$225K +2,898 New
RC
108
RBF Capital
California
$217K +$217K +2,800 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$208K – – –
MFAM
110
Motley Fool Asset Management
Virginia
$201K +$201K +2,579 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$184K -$35.1K -453 -16%
SC
112
Skylands Capital
Wisconsin
$174K -$7.75K -100 -4%
Franklin Resources
113
Franklin Resources
California
$149K +$149K +2,000 New
HIIFS
114
Harel Insurance Investments & Financial Services
Israel
$147K -$9.44K -122 -6%
Lazard Asset Management
115
Lazard Asset Management
New York
$131K +$8.29K +107 +7%
SFM
116
Systematic Financial Management
New Jersey
$127K -$18.4K -237 -13%
Legal & General Group
117
Legal & General Group
United Kingdom
$119K -$32.5K -420 -22%
TAM
118
Third Avenue Management
New York
$113K – – –
Comerica Bank
119
Comerica Bank
Texas
$111K +$6.36K +82 +6%
EWA
120
EverSource Wealth Advisors
Alabama
$104K +$542 +7 +0.5%
CT
121
Colonial Trust
South Carolina
$80.6K – – –
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K +$79.6K +1,105 New
IRC
123
Investors Research Corp
Georgia
$77.5K – – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$75.6K +$1.27K +17 +2%
HT
125
Headlands Technologies
Illinois
$71.4K +$71.4K +921 New
3 4
5
6 7