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U-Haul Holding Co
UHAL

Overview Fund Activity

190 hedge funds and large institutions have $419M invested in U-Haul Holding Co in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
46
Reduced
73
Closed
36
Calls
$1.67M
Puts
$2.53M
Net Calls
-$869K
Net Calls Change
-$4.43M

Top Buyers

1
SI
Scharf Investments
California
$26.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$15.4M
3
Marshall Wace
Marshall Wace
United Kingdom
$8.79M
4
Norges Bank
Norges Bank
Norway
$7.63M
5
OWIM
Old West Investment Management
California
$9.65M

Top Sellers

1
Millennium Management
Millennium Management
New York
$18.8M
2
Ameriprise
Ameriprise
Minnesota
$544K
3
DZ Bank
DZ Bank
Germany
$909K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
151
Pinnacle Bancorp
Nebraska
$4.92K +$4.92K +89 New
MAWCM
152
Mine & Arao Wealth Creation & Management
California
$4.43K +$4.43K +80 New
First Manhattan
153
First Manhattan
New York
$3.32K – – –
QC
154
Quent Capital
New York
$3.05K – – –
JWM
155
Janiczek Wealth Management
Colorado
$3.04K – – –
LC
156
Lindbrook Capital
California
$3.04K – – –
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.49K – – –
CT
158
Colonial Trust
South Carolina
$2.21K – – –
QCG
159
Quadrant Capital Group
Ohio
$2.1K -$5.42K -98 -72%
AF
160
Allworth Financial
California
$2.1K -$111 -2 -5%
PI
161
PineBridge Investments
New York
$2.1K -$145K -2,618 -99%
BIA
162
Bell Investment Advisors
California
$1.88K -$111 -2 -6%
IPW
163
Impact Partnership Wealth
Georgia
$1.72K +$1.72K +31 New
UB
164
UMB Bank
Missouri
$1.66K – – –
HCP
165
Hexagon Capital Partners
Arkansas
$1.49K +$1.49K +27 New
GWS
166
Glassman Wealth Services
Virginia
$1.38K +$885 +16 +178%
RTC
167
Riverview Trust Company
Washington
$1.27K – – –
JWA
168
JFS Wealth Advisors
Pennsylvania
$1.11K – – –
BTI
169
Blue Trust Inc
Georgia
$1K -$2.18K -48 -69%
CG
170
Cutler Group
California
$1K – – –
CI Investments Inc
171
CI Investments Inc
Ontario, Canada
$1K +$909 +10 +1,000%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$996 +$332 +6 +50%
IGWM
173
ICA Group Wealth Management
Colorado
$885 – – –
HI
174
Harbour Investments
Wisconsin
$774 – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$664 – – –
5 6
7
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