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U-Haul Holding Co
UHAL

Overview Fund Activity

201 hedge funds and large institutions have $447M invested in U-Haul Holding Co in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-11
Holders Change %
-5.19%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
56
Reduced
76
Closed
40
Calls
$8.84M
Puts
$5.27M
Net Calls
+$3.57M
Net Calls Change
+$6.23M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
OWIM
Old West Investment Management
California
$7.9M
3
Ameriprise
Ameriprise
Minnesota
$7.58M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.52M
5
Millennium Management
Millennium Management
New York
$27.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$520K
2
A
AustralianSuper
Australia
$0
3
LPC
Long Pond Capital
New York
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
HCM
Harspring Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$90K -$89.3K -1,494 -50%
TAM
127
Third Avenue Management
New York
$90K – – –
C
128
Covestor
United Kingdom
$84K +$78.5K +1,310 +1,440%
Canada Life
129
Canada Life
Manitoba, Canada
$74K +$26.3K +440 +55%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$73K – – –
EMG
131
ETF Managers Group
New Jersey
$72.2K +$72.2K +1,211 New
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$70.5K +$20.9K +351 +42%
Group One Trading
133
Group One Trading
Illinois
$65.5K -$283K -4,752 -81%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$55.4K +$2.25K +35 +4%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$48.8K -$239 -4 -0.5%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$39K – – –
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$30K – – –
CA
138
Clearstead Advisors
Ohio
$29.8K – – –
FPA
139
First Pacific Advisors
California
$29.8K – – –
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$27.5K -$24.5K -411 -47%
O
141
Ossiam
France
$26.5K +$21.5K +361 +430%
Deutsche Bank
142
Deutsche Bank
Germany
$14.4K +$239 +4 +2%
PA
143
Parallel Advisors
California
$14K -$775 -13 -5%
NHT
144
New Hampshire Trust
New Hampshire
$13.5K – – –
Loomis, Sayles & Company
145
Loomis, Sayles & Company
Massachusetts
$12K +$12K +193 New
GWM
146
Geneos Wealth Management
Colorado
$11.9K +$11.9K +200 New
SWM
147
Spire Wealth Management
Virginia
$11.8K +$11.8K +197 New
MIM
148
MetLife Investment Management
New Jersey
$11.1K +$60 +1 +0.5%
S
149
SignatureFD
Georgia
$10.2K -$2.09K -35 -17%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.01K +34 +25%
4 5
6
7 8