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U-Haul Holding Co
UHAL

Overview Fund Activity

197 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% 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
26
Increased
55
Reduced
72
Closed
22
Calls
$1.51M
Puts
$2.37M
Net Calls
-$865K
Net Calls Change
-$3.35M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$29M
2
Norges Bank
2
Norges Bank
Norway
$22.1M
3
OWIM
3
Old West Investment Management
California
$6.96M
4
Invesco
4
Invesco
Georgia
$2.15M
5
MS
5
Maven Securities
Jersey
$1.57M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$18.7M
2
YAM
2
Yacktman Asset Management
Texas
$31.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$1.22K – – –
IGWM
177
ICA Group Wealth Management
Colorado
$1.08K – – –
CI Investments Inc
178
CI Investments Inc
Ontario, Canada
$1K – – –
S
179
Sachetta
Massachusetts
$862 – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$811 – – –
VWA
181
Valued Wealth Advisors
Utah
$676 – – –
ZB
182
Zions Bancorporation
Utah
$608 – – –
CA
183
Crewe Advisors
Utah
$608 – – –
PWMG
184
Prestige Wealth Management Group
New Jersey
$541 – – –
AWM
185
Avior Wealth Management
Nebraska
$405 +$405 +6 New
Amundi
186
Amundi
France
$378 – – –
FFA
187
Farther Finance Advisors
California
$340 – – –
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$338 – – –
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$272 +$272 +4 New
RTL
190
Red Tortoise LLC
Georgia
$203 – – –
TWD
191
True Wealth Design
Ohio
$136 +$68 +1 +100%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$135 -$675 -10 -83%
TWP
193
TFO Wealth Partners
Ohio
$135 – – –
IA
194
IFP Advisors
Florida
$135 +$68 +1 +100%
PWMG
195
Private Wealth Management Group
New Jersey
$68 – – –
CIBC World Market
196
CIBC World Market
Ontario, Canada
– -$2.62M -36,462 Closed
Millennium Management
197
Millennium Management
New York
– -$749K -10,436 Closed
AWM
198
AE Wealth Management
Kansas
– -$600K -8,951 Closed
Squarepoint
199
Squarepoint
New York
– -$304K -4,237 Closed
CC
200
Corton Capital
Ontario, Canada
– -$290K -4,033 Closed
5 6 7
8
9