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U-Haul Holding Co
UHAL

Overview Fund Activity

193 hedge funds and large institutions have $511M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+17
Holders Change %
+9.66%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
50
Reduced
80
Closed
15
Calls
$2.71M
Puts
$230K
Net Calls
+$2.48M
Net Calls Change
+$2.39M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$19.7M
3
PL
3
Parkwood LLC
Ohio
$6.06M
4
SI
4
Scharf Investments
California
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$749K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
YAM
3
Yacktman Asset Management
Texas
$39.4M
4
OWIM
4
Old West Investment Management
California
$3.75M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
Larson Financial Group
Missouri
$7.18K – – –
CFO
152
CVA Family Office
Colorado
$7.18K +$7.18K +100 New
AF
153
Allworth Financial
California
$7.11K +$4.09K +57 +136%
AIG
154
American International Group
New York
$6.39K -$144 -2 -2%
S
155
SignatureFD
Georgia
$6.18K -$359 -5 -5%
BTI
156
Blue Trust Inc
Georgia
$6K +$3.8K +62 +172%
MAWCM
157
Mine & Arao Wealth Creation & Management
California
$5.74K – – –
NA
158
NewEdge Advisors
Louisiana
$5.67K +$5.67K +79 New
QC
159
Quent Capital
New York
$5.54K +$1.58K +22 +40%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$5.31K -$862 -12 -14%
First Manhattan
161
First Manhattan
New York
$4.31K – – –
AF
162
Advisornet Financial
Minnesota
$4.16K -$4.24K -59 -50%
JWM
163
Janiczek Wealth Management
Colorado
$3.81K – – –
UB
164
UMB Bank
Missouri
$2.15K – – –
BIA
165
Bell Investment Advisors
California
$1.72K -$718 -10 -29%
LC
166
Lindbrook Capital
California
$1.65K -$933 -13 -36%
JWA
167
JFS Wealth Advisors
Pennsylvania
$1.44K -$72 -1 -5%
AT
168
Arlington Trust
Alabama
$1.44K +$1.44K +20 New
QCG
169
Quadrant Capital Group
Ohio
$1.29K -$3.38K -47 -72%
GI
170
GAMMA Investing
California
$1.26K +$1.26K +19 New
IGWM
171
ICA Group Wealth Management
Colorado
$1.15K +$1.15K +16 New
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$1K +$154 +2 +18%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$862 – – –
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$862 – – –
S
175
Sachetta
Massachusetts
$862 +$862 +12 New
5 6
7
8 9