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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 %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$31.4K +$8.19K +150 +35%
Deutsche Bank
127
Deutsche Bank
Germany
$30.5K -$4.04K -74 -12%
DA
128
Denali Advisors
California
$26.7K +$382 +7 +1%
ETC
129
Exchange Traded Concepts
Oklahoma
$22.5K +$22.5K +413 New
VI
130
Vestcor Inc
New Brunswick, Canada
$19K -$196K -3,588 -91%
SWM
131
Spire Wealth Management
Virginia
$18.1K +$7.31K +134 +68%
MIM
132
MetLife Investment Management
New Jersey
$15K -$2.46K -45 -14%
PA
133
Parallel Advisors
California
$9K -$3.38K -62 -27%
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$9K +$3.76K +66 +72%
US Bancorp
135
US Bancorp
Minnesota
$8.35K +$928 +17 +13%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
AF
137
Advisornet Financial
Minnesota
$6.39K -$1.58K -29 -20%
PB
138
Pinnacle Bancorp
Nebraska
$5.84K +$982 +18 +20%
LFG
139
Larson Financial Group
Missouri
$5.46K – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$5.14K -$54 -1 -1%
S
141
SignatureFD
Georgia
$4.97K -$1.75K -32 -26%
AIG
142
American International Group
New York
$4.97K -$1.2K -22 -19%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$4.69K -$709 -13 -13%
MAWCM
144
Mine & Arao Wealth Creation & Management
California
$4.37K – – –
QCG
145
Quadrant Capital Group
Ohio
$3.55K +$1.47K +27 +71%
First Manhattan
146
First Manhattan
New York
$3.27K – – –
QC
147
Quent Capital
New York
$3.01K – – –
JWM
148
Janiczek Wealth Management
Colorado
$2.89K -$109 -2 -4%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46K – – –
AF
150
Allworth Financial
California
$2.29K +$218 +4 +11%
4 5
6
7 8