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U-Haul Holding Co
UHAL

Overview Fund Activity

193 hedge funds and large institutions have $511M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+17
Holders Change %
+9.66%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
50
Reduced
80
Closed
15
Calls
$2.71M
Puts
$230K
Net Calls
+$2.48M
Net Calls Change
+$2.39M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$19.7M
3
PL
3
Parkwood LLC
Ohio
$6.06M
4
SI
4
Scharf Investments
California
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$749K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
YAM
3
Yacktman Asset Management
Texas
$39.4M
4
OWIM
4
Old West Investment Management
California
$3.75M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Crewe Advisors
Utah
$647 +$647 +9 New
GWS
177
Glassman Wealth Services
Virginia
$646 -$933 -13 -59%
ZB
178
Zions Bancorporation
Utah
$646 – – –
PWMG
179
Prestige Wealth Management Group
New Jersey
$575 – – –
VWA
180
Valued Wealth Advisors
Utah
$546 +$546 +10 New
SIC
181
SJS Investment Consulting
Ohio
$431 -$72 -1 -14%
Amundi
182
Amundi
France
$404 – – –
FFA
183
Farther Finance Advisors
California
$359 – – –
DPW
184
DiNuzzo Private Wealth
Pennsylvania
$359 +$359 +5 New
RTL
185
Red Tortoise LLC
Georgia
$215 – – –
TWP
186
TFO Wealth Partners
Ohio
$144 – – –
RFG
187
RFP Financial Group
Georgia
$144 – – –
TWD
188
True Wealth Design
Ohio
$72 – – –
IA
189
IFP Advisors
Florida
$72 +$72 +1 New
PWMG
190
Private Wealth Management Group
New Jersey
$72 +$72 +1 New
ASN
191
Advisory Services Network
Georgia
$72 +$72 +1 New
First Trust Advisors
192
First Trust Advisors
Illinois
– -$16.3M -299,221 Closed
LP
193
LMR Partners
United Kingdom
– -$1.06M -19,425 Closed
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
– -$869K -15,924 Closed
Victory Capital Management
195
Victory Capital Management
Texas
– -$811K -14,870 Closed
DFCM
196
Dark Forest Capital Management
Puerto Rico
– -$787K -14,417 Closed
CC
197
Centiva Capital
New York
– -$259K -4,742 Closed
FIA
198
FNY Investment Advisers
New York
– -$190K -3,500 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$79K -1,455 Closed
ETC
200
Exchange Traded Concepts
Oklahoma
– -$22.5K -413 Closed
5 6 7
8
9