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U-Haul Holding Co
UHAL

Overview Fund Activity

185 hedge funds and large institutions have $440M invested in U-Haul Holding Co in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
62
Reduced
62
Closed
31
Calls
$1.29M
Puts
$358K
Net Calls
+$932K
Net Calls Change
+$1.8M

Top Buyers

1
TFM
Trian Fund Management
New York
$24.1M
2
SCA
Southpoint Capital Advisors
New York
$32.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
$7.46M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.74M
5
RR
Robotti Robert
$1.06M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$107K
2
ACM
Abrams Capital Management
Massachusetts
$4.63M
3
Artisan Partners
Artisan Partners
Wisconsin
$1.7M
4
State Street
State Street
Massachusetts
$12.2M
5
MS
Maven Securities
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$40.1K – – –
C
127
Covestor
United Kingdom
$39K +$19.7K +318 +103%
California State Teachers Retirement System (CalSTRS)
128
California State Teachers Retirement System (CalSTRS)
California
$36K -$12.9K -209 -26%
Deutsche Bank
129
Deutsche Bank
Germany
$32.2K -$20.5K -332 -39%
CIAS
130
CBIZ Investment Advisory Services
Ohio
$30.9K – – –
GPFA
131
Game Plan Financial Advisors
Ohio
$30.9K – – –
SWM
132
Spire Wealth Management
Virginia
$28.3K +$28.3K +458 New
NS
133
NBC Securities
Alabama
$28K +$9.17K +150 +49%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$27.8K -$1.85K -30 -6%
Simplex Trading
135
Simplex Trading
Illinois
$25K +$8.56K +139 +52%
RIL
136
Rothschild Investment LLC
Illinois
$24.1K – – –
US Bancorp
137
US Bancorp
Minnesota
$21.6K +$309 +5 +1%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$21K +$12.4K +199 +143%
MIM
139
MetLife Investment Management
New Jersey
$18K +$1.3K +21 +8%
PA
140
Parallel Advisors
California
$14.7K +$1.54K +25 +12%
BTI
141
Blue Trust Inc
Georgia
$12.8K +$11.5K +170 +895%
PB
142
Pinnacle Bancorp
Nebraska
$7.47K – – –
AF
143
Allworth Financial
California
$6.58K +$130 +2 +2%
SIC
144
SJS Investment Consulting
Ohio
$6.54K – – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$6.48K -$7.22K -117 -53%
AAP
146
Arax Advisory Partners
Colorado
$6.36K +$6.36K +103 New
LFG
147
Larson Financial Group
Missouri
$6.17K – – –
CFO
148
CVA Family Office
Colorado
$6.17K – – –
CP
149
Camelot Portfolios
Ohio
$6.17K +$6.17K +100 New
CF
150
Corebridge Financial
Texas
$6.17K +$6.17K +100 New
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