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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 %
TAM
126
Third Avenue Management
New York
$105K – – –
AB
127
Amalgamated Bank
New York
$104K -$84.8K -1,177 -45%
California State Teachers Retirement System (CalSTRS)
128
California State Teachers Retirement System (CalSTRS)
California
$91.9K -$31.3K -436 -25%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$71.7K +$24.7K +344 +53%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$70K -$17.9K -248 -20%
TRCT
131
Tower Research Capital (TRC)
New York
$68.9K +$18.1K +252 +36%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$55.3K -$3.21K -44 -5%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$46.7K – – –
C
134
Covestor
United Kingdom
$43K -$7.64K -107 -15%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$38.8K -$2.44K -34 -6%
CA
136
Clearstead Advisors
Ohio
$35.9K -$35.9K -500 -50%
GPFA
137
Game Plan Financial Advisors
Ohio
$35.9K +$35.9K +500 New
DA
138
Denali Advisors
California
$35.2K – – –
RIL
139
Rothschild Investment LLC
Illinois
$28K +$28K +390 New
US Bancorp
140
US Bancorp
Minnesota
$25.8K +$14.9K +207 +135%
SWM
141
Spire Wealth Management
Virginia
$25.8K +$3.73K +56 +17%
VI
142
Vestcor Inc
New Brunswick, Canada
$25K – – –
NS
143
NBC Securities
Alabama
$22K +$22K +308 New
Deutsche Bank
144
Deutsche Bank
Germany
$20K -$20.1K -280 -50%
MIM
145
MetLife Investment Management
New Jersey
$19.5K -$287 -4 -1%
PA
146
Parallel Advisors
California
$13.9K +$2.01K +28 +17%
Loomis, Sayles & Company
147
Loomis, Sayles & Company
Massachusetts
$10K -$897 -13 -8%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.36K -20 -13%
PB
149
Pinnacle Bancorp
Nebraska
$8.69K +$1.01K +14 +13%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$7.96K +$1.14K +16 +17%
4 5
6
7 8