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U-Haul Holding Co
UHAL

Overview Fund Activity

176 hedge funds and large institutions have $407M invested in U-Haul Holding Co in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
71
Closed
29
Calls
$1.76M
Puts
$1.66M
Net Calls
+$98K
Net Calls Change
+$967K

Top Buyers

1
SI
1
Scharf Investments
California
$31.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$3.39M
4
AFR
4
Applied Fundamental Research
Massachusetts
$3.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$869K
3
YAM
3
Yacktman Asset Management
Texas
$36.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$811K
5
BlackRock
5
BlackRock
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$2K +$778 +14 +64%
LC
152
Lindbrook Capital
California
$1.97K -$1.04K -19 -35%
BIA
153
Bell Investment Advisors
California
$1.86K – – –
UB
154
UMB Bank
Missouri
$1.64K – – –
RTC
155
Riverview Trust Company
Washington
$1.26K – – –
GWS
156
Glassman Wealth Services
Virginia
$1.2K -$164 -3 -12%
JWA
157
JFS Wealth Advisors
Pennsylvania
$1.15K +$55 +1 +5%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$1K – – –
SFG
159
Steward Financial Group
Texas
$1K +$1K +19 New
HI
160
Harbour Investments
Wisconsin
$764 – – –
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$655 -$327 -6 -33%
PFBT
162
Parkside Financial Bank & Trust
Missouri
$655 – – –
TFA
163
Toth Financial Advisory
Virginia
$492 +$492 +9 New
ZB
164
Zions Bancorporation
Utah
$491 – – –
PWMG
165
Prestige Wealth Management Group
New Jersey
$437 – – –
SIC
166
SJS Investment Consulting
Ohio
$382 +$109 +2 +40%
EARNEST Partners
167
EARNEST Partners
Georgia
$327 – – –
Amundi
168
Amundi
France
$322 – – –
FFA
169
Farther Finance Advisors
California
$273 – – –
RTL
170
Red Tortoise LLC
Georgia
$164 – – –
TWP
171
TFO Wealth Partners
Ohio
$111 – – –
HCP
172
Hexagon Capital Partners
Arkansas
$109 -$1.36K -25 -93%
RFG
173
RFP Financial Group
Georgia
$109 – – –
TWD
174
True Wealth Design
Ohio
$55 – – –
DZ Bank
175
DZ Bank
Germany
– -$909K -16,434 Closed
5 6
7
8 9