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U-Haul Holding Co
UHAL

Overview Fund Activity

197 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% 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
26
Increased
55
Reduced
72
Closed
22
Calls
$1.51M
Puts
$2.37M
Net Calls
-$865K
Net Calls Change
-$3.35M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$29M
2
Norges Bank
2
Norges Bank
Norway
$22.1M
3
OWIM
3
Old West Investment Management
California
$6.96M
4
Invesco
4
Invesco
Georgia
$2.15M
5
MS
5
Maven Securities
Jersey
$1.57M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$18.7M
2
YAM
2
Yacktman Asset Management
Texas
$31.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Third Avenue Management
New York
$98.3K – – –
Comerica Bank
127
Comerica Bank
Texas
$91.1K -$9.25K -137 -9%
CT
128
Colonial Trust
South Carolina
$70.2K -$67.5K -1,000 -49%
IRC
129
Investors Research Corp
Georgia
$67.5K +$67.5K +1,000 New
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$67.5K +$68 +1 +0.1%
Deutsche Bank
131
Deutsche Bank
Germany
$57.6K +$38.8K +574 +206%
California State Teachers Retirement System (CalSTRS)
132
California State Teachers Retirement System (CalSTRS)
California
$53.5K -$33K -488 -38%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$50.1K -$1.15K -17 -2%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$43.9K – – –
CA
135
Clearstead Advisors
Ohio
$34.2K – – –
GPFA
136
Game Plan Financial Advisors
Ohio
$33.8K – – –
CIAS
137
CBIZ Investment Advisory Services
Ohio
$33.8K +$33.8K +500 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$32.4K -$4.12K -61 -11%
DA
139
Denali Advisors
California
$32K -$1.08K -16 -3%
ACM
140
Aquatic Capital Management
Illinois
$27K +$27K +400 New
RIL
141
Rothschild Investment LLC
Illinois
$26.3K – – –
US Bancorp
142
US Bancorp
Minnesota
$23.3K -$1.01K -15 -4%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$23K -$43.2K -633 -65%
C
144
Covestor
United Kingdom
$21K -$19.8K -292 -49%
NS
145
NBC Securities
Alabama
$21K – – –
MIM
146
MetLife Investment Management
New Jersey
$18.3K – – –
Simplex Trading
147
Simplex Trading
Illinois
$18K +$18K +267 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$15K +$10K +148 +200%
PA
149
Parallel Advisors
California
$14.4K +$1.35K +20 +10%
ACA
150
Atlas Capital Advisors
Wyoming
$10.6K +$10.6K +157 New
4 5
6
7 8