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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.

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$18.8M
2
Ameriprise
2
Ameriprise
Minnesota
$544K
3
DZ Bank
3
DZ Bank
Germany
$909K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$46M 830,838 -20,316 -2%
YAM
2
Yacktman Asset Management
Texas
$39.5M 714,614 -4,170 -0.6%
SCM
3
Smead Capital Management
Arizona
$30.4M 550,215 -27,840 -5%
SI
4
Scharf Investments
California
$26.6M 480,527 +480,527 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.4M 459,237 -19,450 -4%
BlackRock
6
BlackRock
New York
$23.7M 427,979 +4,482 +1%
ACM
7
Abrams Capital Management
Massachusetts
$22.5M 407,027 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21.9M 396,086 -28,882 -7%
Millennium Management
9
Millennium Management
New York
$18.8M 339,825 -119,760 -26%
First Trust Advisors
10
First Trust Advisors
Illinois
$15.4M 278,138 +199,486 +254%
State Street
11
State Street
Massachusetts
$12.4M 224,018 +1,892 +0.9%
OWIM
12
Old West Investment Management
California
$9.65M 174,474 +42,040 +32%
Artisan Partners
13
Artisan Partners
Wisconsin
$8.9M 160,942 -8,566 -5%
Marshall Wace
14
Marshall Wace
United Kingdom
$8.79M 158,853 +117,740 +286%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8M 144,557 -3,984 -3%
Norges Bank
16
Norges Bank
Norway
$7.63M 137,901 +102,696 +292%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.53M 99,992 -2,132 -2%
Morgan Stanley
18
Morgan Stanley
New York
$4.55M 82,198 -67,069 -45%
BC
19
Bruce & Co
Illinois
$4.14M 74,764 – –
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$4M 72,392 +12,618 +21%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$3.72M 67,315 +19,394 +40%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.28M 59,206 +3,388 +6%
Charles Schwab
23
Charles Schwab
California
$3.2M 57,813 -1 -0%
Victory Capital Management
24
Victory Capital Management
Texas
$2.95M 53,338 -32,174 -38%
EWA
25
EverSource Wealth Advisors
Alabama
$2.45M 44,326 +6,857 +18%
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