UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

201 hedge funds and large institutions have $447M invested in U-Haul Holding Co in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-11
Holders Change %
-5.19%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
56
Reduced
76
Closed
40
Calls
$8.84M
Puts
$5.27M
Net Calls
+$3.57M
Net Calls Change
+$6.23M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
OWIM
Old West Investment Management
California
$7.9M
3
Ameriprise
Ameriprise
Minnesota
$7.58M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.52M
5
Millennium Management
Millennium Management
New York
$27.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$520K
2
A
AustralianSuper
Australia
$0
3
LPC
Long Pond Capital
New York
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
HCM
Harspring Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
151
Denali Advisors
California
$9.37K – – –
US Bancorp
152
US Bancorp
Minnesota
$9.25K -$1.49K -25 -14%
AF
153
Advisornet Financial
Minnesota
$8.71K – – –
IA
154
IFP Advisors
Florida
$8.55K +$1.37K +4 +19%
QCG
155
Quadrant Capital Group
Ohio
$8.11K +$3.82K +64 +89%
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$7.58K +$7.58K +127 New
CFO
157
CVA Family Office
Colorado
$5.97K – – –
LWP
158
Lumature Wealth Partners
Georgia
$5.97K – – –
AIG
159
American International Group
New York
$5.43K -$119 -2 -2%
BTI
160
Blue Trust Inc
Georgia
$4K +$914 +16 +30%
First Manhattan
161
First Manhattan
New York
$3.58K -$11.5K -193 -76%
JWM
162
Janiczek Wealth Management
Colorado
$3.31K – – –
QC
163
Quent Capital
New York
$3.29K -$359 -6 -10%
LC
164
Lindbrook Capital
California
$3.28K +$1.73K +29 +112%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68K +$2.68K +45 New
CT
166
Colonial Trust
South Carolina
$2.39K – – –
AF
167
Allworth Financial
California
$2.39K +$60 +1 +3%
BIA
168
Bell Investment Advisors
California
$2.15K +$537 +9 +33%
UB
169
UMB Bank
Missouri
$1.79K – – –
CIA
170
Cascade Investment Advisors
Oregon
$1.79K +$1.79K +30 New
ST
171
Sageworth Trust
Pennsylvania
$1.73K – – –
RTC
172
Riverview Trust Company
Washington
$1.37K – – –
JWA
173
JFS Wealth Advisors
Pennsylvania
$1.19K -$5.31K -89 -82%
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$1.13K -$7.34K -123 -87%
SFG
175
Steward Financial Group
Texas
$1K -$316 -6 -24%
5 6
7
8 9