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U-Haul Holding Co
UHAL

Overview Fund Activity

198 hedge funds and large institutions have $532M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% 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
38
Increased
60
Reduced
52
Closed
22
Calls
$2.02M
Puts
$705K
Net Calls
+$1.32M
Net Calls Change
+$385K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$17.4M
2
Millennium Management
2
Millennium Management
New York
$7.13M
3
SCA
3
Southpoint Capital Advisors
New York
$46.5M
4
TFM
4
Trian Fund Management
New York
$34.8M
5
SI
5
Scharf Investments
California
$54.5M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$2.68M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.87M
4
ACM
4
Abrams Capital Management
Massachusetts
$2.82M
5
Charles Schwab
5
Charles Schwab
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
151
SJS Investment Consulting
Ohio
$8.21K – – –
AAP
152
Arax Advisory Partners
Colorado
$7.98K – – –
AF
153
Allworth Financial
California
$7.83K – – –
LFG
154
Larson Financial Group
Missouri
$7.75K – – –
CFO
155
CVA Family Office
Colorado
$7.75K – – –
HWP
156
Highline Wealth Partners
California
$7.75K +$7.75K +100 New
Amundi
157
Amundi
France
$7.65K +$7.2K +95 +1,583%
CF
158
Corebridge Financial
Texas
$7.52K -$232 -3 -3%
VI
159
Vestcor Inc
New Brunswick, Canada
$7K – – –
CA
160
CoreCap Advisors
Michigan
$6.97K +$6.97K +90 New
QC
161
Quent Capital
New York
$5.99K – – –
FCM
162
Fourpath Capital Management
Oklahoma
$5.81K +$5.81K +75 New
AWM
163
Avior Wealth Management
Nebraska
$5.42K +$5.42K +70 New
SAM
164
Smartleaf Asset Management
Massachusetts
$4.21K +$3.89K +50 +1,250%
UB
165
UMB Bank
Missouri
$2.32K – – –
LC
166
Lindbrook Capital
California
$2.09K -$620 -8 -23%
BIA
167
Bell Investment Advisors
California
$1.78K – – –
S
168
Sachetta
Massachusetts
$1.78K – – –
RTC
169
Riverview Trust Company
Washington
$1.78K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$1.63K +$78 +1 +5%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.63K +$465 +6 +40%
QCG
172
Quadrant Capital Group
Ohio
$1.4K – – –
BIG
173
Brooklyn Investment Group
New York
$1.32K +$1.32K +17 New
A
174
AlphaQuest
New York
$1.16K +$1.16K +15 New
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$1K – – –
5 6
7
8 9