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U-Haul Holding Co
UHAL

Overview Fund Activity

198 hedge funds and large institutions have $532M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% 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
38
Increased
60
Reduced
52
Closed
22
Calls
$2.02M
Puts
$705K
Net Calls
+$1.32M
Net Calls Change
+$385K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$17.4M
2
Millennium Management
2
Millennium Management
New York
$7.13M
3
SCA
3
Southpoint Capital Advisors
New York
$46.5M
4
TFM
4
Trian Fund Management
New York
$34.8M
5
SI
5
Scharf Investments
California
$54.5M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$2.68M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.87M
4
ACM
4
Abrams Capital Management
Massachusetts
$2.82M
5
Charles Schwab
5
Charles Schwab
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$54.9K -$36.7K -471 -40%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$50.4K – – –
C
128
Covestor
United Kingdom
$49K +$78 +1 +0.2%
Deutsche Bank
129
Deutsche Bank
Germany
$47.1K +$6.74K +87 +17%
California State Teachers Retirement System (CalSTRS)
130
California State Teachers Retirement System (CalSTRS)
California
$45.2K – – –
SWM
131
Spire Wealth Management
Virginia
$35.5K – – –
AB
132
Amalgamated Bank
New York
$35K -$71.9K -937 -67%
NS
133
NBC Securities
Alabama
$35K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$33.2K -$1.71K -22 -5%
US Bancorp
135
US Bancorp
Minnesota
$30.7K +$3.56K +46 +13%
RIL
136
Rothschild Investment LLC
Illinois
$30.2K – – –
Jones Financial Companies
137
Jones Financial Companies
Missouri
$27.6K +$27.3K +351 +8,775%
ATS
138
Ashton Thomas Securities
New York
$27.3K -$25.3K -327 -48%
BTI
139
Blue Trust Inc
Georgia
$24.8K +$13.1K +212 +112%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$24K -$2.68K -34 -10%
APW
141
Atlantic Private Wealth
North Carolina
$23.2K +$23.2K +300 New
MIM
142
MetLife Investment Management
New Jersey
$22.2K -$465 -6 -2%
PA
143
Parallel Advisors
California
$22.1K +$3.64K +47 +20%
SCM
144
Sterling Capital Management
North Carolina
$20.1K +$20.1K +260 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$19K +$10.8K +140 +133%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$15.3K -$97.9K -1,264 -87%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$14.4K -$1.49M -19,177 -99%
GI
148
GAMMA Investing
California
$11K +$6.04K +78 +122%
PB
149
Pinnacle Bancorp
Nebraska
$10.9K +$1.55K +20 +17%
S
150
SignatureFD
Georgia
$9.53K +$3.02K +39 +46%
4 5
6
7 8