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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 %
Wolverine Trading
201
Wolverine Trading
Illinois
– -$324K -5,490 Closed
FC
202
Fore Capital
New York
– -$298K -5,000 Closed
JFG
203
Jefferies Financial Group
New York
– -$297K -4,987 Closed
CCM
204
Corsair Capital Management
New York
– -$297K -4,977 Closed
CCP
205
Cassia Capital Partners
North Carolina
– -$279K -4,672 Closed
NL
206
NKCFO LLC
Illinois
– -$91K -1,520 Closed
Connor, Clark & Lunn Investment Management (CC&L)
207
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$70.5K -1,182 Closed
OSAM
208
O'Shaughnessy Asset Management
Connecticut
– -$48.8K -818 Closed
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
– -$30K -500 Closed
NHT
210
New Hampshire Trust
New Hampshire
– -$13.5K -227 Closed
GWM
211
Geneos Wealth Management
Colorado
– -$11.9K -200 Closed
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
– -$7.58K -127 Closed
LWP
213
Lumature Wealth Partners
Georgia
– -$5.97K -100 Closed
CIA
214
Cascade Investment Advisors
Oregon
– -$1.79K -30 Closed
ST
215
Sageworth Trust
Pennsylvania
– -$1.73K -29 Closed
IA
216
IFP Advisors
Florida
– -$8.55K -25 Closed
STCOSD
217
Sageworth Trust Company of South Dakota
South Dakota
– -$1.13K -19 Closed
SFG
218
Steward Financial Group
Texas
– -$1K -19 Closed
SC
219
Schubert & Co
Texas
– -$895 -15 Closed
EI
220
Ellevest Inc
New York
– -$656 -11 Closed
GRP
221
Global Retirement Partners
California
– -$548 -9 Closed
AAP
222
Arax Advisory Partners
Colorado
– -$478 -8 Closed
BWM
223
BerganKDV Wealth Management
Minnesota
– -$179 -3 Closed
TWA
224
TCI Wealth Advisors
Arizona
– -$60 -1 Closed
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