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U-Haul Holding Co
UHAL

Overview Fund Activity

201 hedge funds and large institutions have $447M invested in U-Haul Holding Co in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-11
Holders Change %
-5.19%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
56
Reduced
76
Closed
40
Calls
$8.84M
Puts
$5.27M
Net Calls
+$3.57M
Net Calls Change
+$6.23M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
OWIM
Old West Investment Management
California
$7.9M
3
Ameriprise
Ameriprise
Minnesota
$7.58M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.52M
5
Millennium Management
Millennium Management
New York
$27.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$520K
2
A
AustralianSuper
Australia
$0
3
LPC
Long Pond Capital
New York
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
HCM
Harspring Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Cutler Group
California
$1K +$1K +32 New
IGWM
177
ICA Group Wealth Management
Colorado
$954 – – –
SC
178
Schubert & Co
Texas
$895 -$119 -2 -12%
HI
179
Harbour Investments
Wisconsin
$835 -$179 -3 -18%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$716 – – –
PFBT
181
Parkside Financial Bank & Trust
Missouri
$716 – – –
EI
182
Ellevest Inc
New York
$656 -$596 -10 -48%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$656 – – –
GRP
184
Global Retirement Partners
California
$548 +$548 +9 New
GWS
185
Glassman Wealth Services
Virginia
$537 – – –
ZB
186
Zions Bancorporation
Utah
$537 – – –
PWMG
187
Prestige Wealth Management Group
New Jersey
$478 – – –
AAP
188
Arax Advisory Partners
Colorado
$478 +$418 +7 +700%
DI
189
Disciplined Investments
Oklahoma
$477 -$1.49K -25 -76%
EARNEST Partners
190
EARNEST Partners
Georgia
$358 – – –
Amundi
191
Amundi
France
$344 – – –
FFA
192
Farther Finance Advisors
California
$298 -$358 -6 -55%
RTL
193
Red Tortoise LLC
Georgia
$179 – – –
BWM
194
BerganKDV Wealth Management
Minnesota
$179 – – –
SIC
195
SJS Investment Consulting
Ohio
$120 -$300 -5 -71%
TWP
196
TFO Wealth Partners
Ohio
$119 -$17K -285 -99%
TWD
197
True Wealth Design
Ohio
$60 – – –
TWA
198
TCI Wealth Advisors
Arizona
$60 – – –
A
199
AustralianSuper
Australia
– -$15M -251,699 Closed
LPC
200
Long Pond Capital
New York
– -$10.2M -170,148 Closed
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