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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 %
HWM
176
Hemington Wealth Management
Virginia
$1K +$1K +21 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$930 – – –
VWA
178
Valued Wealth Advisors
Utah
$775 – – –
PWMG
179
Prestige Wealth Management Group
New Jersey
$620 – – –
NA
180
NewEdge Advisors
Louisiana
$542 – – –
DPW
181
DiNuzzo Private Wealth
Pennsylvania
$465 – – –
FFA
182
Farther Finance Advisors
California
$465 +$78 +1 +20%
VCM
183
Versant Capital Management
Arizona
$465 +$465 +6 New
ZB
184
Zions Bancorporation
Utah
$387 – – –
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$310 – – –
TSMHT
186
Thurston Springer Miller Herd & Titak
Indiana
$309 – – –
TWD
187
True Wealth Design
Ohio
$233 – – –
RTL
188
Red Tortoise LLC
Georgia
$232 – – –
KSB
189
Kennebec Savings Bank
Maine
$232 +$232 +3 New
IA
190
IFP Advisors
Florida
$155 -$1.94K -25 -93%
CA
191
Claris Advisors
Missouri
$155 +$155 +2 New
CFB
192
Cullen/Frost Bankers
Texas
$155 +$155 +2 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$155 +$155 +2 New
AssetMark Inc
194
AssetMark Inc
California
$155 +$155 +2 New
MCM
195
MV Capital Management
Maryland
$78 – – –
PWMG
196
Private Wealth Management Group
New Jersey
$78 – – –
Norges Bank
197
Norges Bank
Norway
– -$20.9M -338,723 Closed
Wellington Management Group
198
Wellington Management Group
Massachusetts
– -$4.3M -69,653 Closed
Charles Schwab
199
Charles Schwab
California
– -$2.77M -44,904 Closed
Artisan Partners
200
Artisan Partners
Wisconsin
– -$1.7M -27,500 Closed
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