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U-Haul Holding Co
UHAL

Overview Fund Activity

197 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% 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
26
Increased
55
Reduced
72
Closed
22
Calls
$1.51M
Puts
$2.37M
Net Calls
-$865K
Net Calls Change
-$3.35M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$29M
2
Norges Bank
2
Norges Bank
Norway
$22.1M
3
OWIM
3
Old West Investment Management
California
$6.96M
4
Invesco
4
Invesco
Georgia
$2.15M
5
MS
5
Maven Securities
Jersey
$1.57M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$18.7M
2
YAM
2
Yacktman Asset Management
Texas
$31.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$9K +$453 +7 +5%
CSS
152
Cubist Systematic Strategies
Connecticut
$8.85K +$8.85K +131 New
PB
153
Pinnacle Bancorp
Nebraska
$8.17K – – –
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$7.73K – – –
SIC
155
SJS Investment Consulting
Ohio
$7.16K +$6.76K +100 +1,667%
LFG
156
Larson Financial Group
Missouri
$6.75K – – –
CFO
157
CVA Family Office
Colorado
$6.75K – – –
AF
158
Allworth Financial
California
$6.69K – – –
CA
159
CoreCap Advisors
Michigan
$6.08K +$6.08K +90 New
VI
160
Vestcor Inc
New Brunswick, Canada
$6K -$15.8K -252 -72%
AIG
161
American International Group
New York
$5.94K -$68 -1 -1%
S
162
SignatureFD
Georgia
$5.67K -$135 -2 -2%
QC
163
Quent Capital
New York
$5.21K – – –
NA
164
NewEdge Advisors
Louisiana
$4.86K -$473 -7 -9%
First Manhattan
165
First Manhattan
New York
$4.05K – – –
JWM
166
Janiczek Wealth Management
Colorado
$3.58K – – –
SAG
167
Spotlight Asset Group
Illinois
$3.45K +$3.45K +51 New
UB
168
UMB Bank
Missouri
$2.03K – – –
GI
169
GAMMA Investing
California
$1.69K +$405 +6 +32%
BIA
170
Bell Investment Advisors
California
$1.55K -$68 -1 -4%
LC
171
Lindbrook Capital
California
$1.55K – – –
RTC
172
Riverview Trust Company
Washington
$1.55K +$1.55K +23 New
JWA
173
JFS Wealth Advisors
Pennsylvania
$1.35K – – –
BTI
174
Blue Trust Inc
Georgia
$1.28K -$5.34K -79 -81%
A
175
AlphaQuest
New York
$1.28K +$1.28K +19 New
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7
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