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U-Haul Holding Co
UHAL

Overview Fund Activity

190 hedge funds and large institutions have $419M invested in U-Haul Holding Co in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
46
Reduced
73
Closed
36
Calls
$1.67M
Puts
$2.53M
Net Calls
-$869K
Net Calls Change
-$4.43M

Top Buyers

1
SI
Scharf Investments
California
$26.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$15.4M
3
Marshall Wace
Marshall Wace
United Kingdom
$8.79M
4
Norges Bank
Norges Bank
Norway
$7.63M
5
OWIM
Old West Investment Management
California
$9.65M

Top Sellers

1
Millennium Management
Millennium Management
New York
$18.8M
2
Ameriprise
Ameriprise
Minnesota
$544K
3
DZ Bank
DZ Bank
Germany
$909K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$609 – – –
ZB
177
Zions Bancorporation
Utah
$498 – – –
PWMG
178
Prestige Wealth Management Group
New Jersey
$443 – – –
Amundi
179
Amundi
France
$334 – – –
EARNEST Partners
180
EARNEST Partners
Georgia
$332 – – –
FFA
181
Farther Finance Advisors
California
$277 – – –
SIC
182
SJS Investment Consulting
Ohio
$277 +$166 +3 +150%
DI
183
Disciplined Investments
Oklahoma
$221 -$221 -4 -50%
Allianz Asset Management
184
Allianz Asset Management
Germany
$182 -$520 -9,372 -74%
RTL
185
Red Tortoise LLC
Georgia
$166 – – –
TWP
186
TFO Wealth Partners
Ohio
$111 – – –
RFG
187
RFP Financial Group
Georgia
$111 +$111 +2 New
TWD
188
True Wealth Design
Ohio
$56 – – –
Alyeska Investment Group
189
Alyeska Investment Group
Illinois
– -$5.52M -92,602 Closed
Canada Pension Plan Investment Board
190
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.72M -28,900 Closed
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
– -$1.42M -27,327 Closed
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
– -$1.39M -23,365 Closed
Aviva
193
Aviva
United Kingdom
– -$1.23M -20,576 Closed
CSS
194
Cubist Systematic Strategies
Connecticut
– -$1.04M -17,373 Closed
Franklin Resources
195
Franklin Resources
California
– -$854K -14,323 Closed
GCM
196
Graham Capital Management
Connecticut
– -$736K -12,346 Closed
Two Sigma Advisers
197
Two Sigma Advisers
New York
– -$638K -10,700 Closed
HSBC Holdings
198
HSBC Holdings
United Kingdom
– -$523K -8,863 Closed
MC
199
Maverick Capital
Texas
– -$497K -8,340 Closed
WA
200
Watchtower Advisors
Connecticut
– -$473K -7,930 Closed
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