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U-Haul Holding Co
UHAL

Overview Fund Activity

185 hedge funds and large institutions have $440M invested in U-Haul Holding Co in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
62
Reduced
62
Closed
31
Calls
$1.29M
Puts
$358K
Net Calls
+$932K
Net Calls Change
+$1.8M

Top Buyers

1
TFM
Trian Fund Management
New York
$24.1M
2
SCA
Southpoint Capital Advisors
New York
$32.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
$7.46M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.74M
5
RR
Robotti Robert
$1.06M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$107K
2
ACM
Abrams Capital Management
Massachusetts
$4.63M
3
Artisan Partners
Artisan Partners
Wisconsin
$1.7M
4
State Street
State Street
Massachusetts
$12.2M
5
MS
Maven Securities
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
151
Vestcor Inc
New Brunswick, Canada
$6K – – –
S
152
SignatureFD
Georgia
$5.19K – – –
QC
153
Quent Capital
New York
$4.76K – – –
GI
154
GAMMA Investing
California
$3.95K +$2.41K +39 +156%
JWM
155
Janiczek Wealth Management
Colorado
$3.27K – – –
SAG
156
Spotlight Asset Group
Illinois
$3.15K – – –
LC
157
Lindbrook Capital
California
$2.16K +$741 +12 +52%
UB
158
UMB Bank
Missouri
$1.85K – – –
IA
159
IFP Advisors
Florida
$1.67K +$1.54K +25 +1,250%
S
160
Sachetta
Massachusetts
$1.53K +$732 +11 +92%
RTC
161
Riverview Trust Company
Washington
$1.42K – – –
BIA
162
Bell Investment Advisors
California
$1.42K – – –
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.24K – – –
QCG
164
Quadrant Capital Group
Ohio
$1.11K – – –
CI Investments Inc
165
CI Investments Inc
Ontario, Canada
$1K +$188 +3 +23%
IGWM
166
ICA Group Wealth Management
Colorado
$988 – – –
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$926 +$803 +13 +650%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$741 – – –
VWA
169
Valued Wealth Advisors
Utah
$618 – – –
PWMG
170
Prestige Wealth Management Group
New Jersey
$494 – – –
NA
171
NewEdge Advisors
Louisiana
$432 -$4.01K -65 -90%
Amundi
172
Amundi
France
$380 – – –
DPW
173
DiNuzzo Private Wealth
Pennsylvania
$371 +$62 +1 +20%
FFA
174
Farther Finance Advisors
California
$310 – – –
ZB
175
Zions Bancorporation
Utah
$309 -$247 -4 -44%
5 6
7
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