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U-Haul Holding Co
UHAL

Overview Fund Activity

176 hedge funds and large institutions have $407M invested in U-Haul Holding Co in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
56
Reduced
71
Closed
29
Calls
$1.76M
Puts
$1.66M
Net Calls
+$98K
Net Calls Change
+$967K

Top Buyers

1
SI
1
Scharf Investments
California
$31.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$3.39M
4
AFR
4
Applied Fundamental Research
Massachusetts
$3.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$869K
3
YAM
3
Yacktman Asset Management
Texas
$36.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$811K
5
BlackRock
5
BlackRock
New York
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.5M 851,268 +20,430 +2%
YAM
2
Yacktman Asset Management
Texas
$36.8M 673,777 -40,837 -6%
SI
3
Scharf Investments
California
$31.4M 575,269 +94,742 +20%
SCM
4
Smead Capital Management
Arizona
$28.9M 529,912 -20,303 -4%
ACM
5
Abrams Capital Management
Massachusetts
$22.2M 407,027 – –
BlackRock
6
BlackRock
New York
$21.6M 395,961 -32,018 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$21.3M 390,583 -5,503 -1%
Millennium Management
8
Millennium Management
New York
$16.9M 310,461 -29,364 -9%
First Trust Advisors
9
First Trust Advisors
Illinois
$16.3M 299,221 +21,083 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$14.9M 272,424 -186,813 -41%
State Street
11
State Street
Massachusetts
$11.3M 206,476 -17,542 -8%
OWIM
12
Old West Investment Management
California
$9.62M 176,235 +1,761 +1%
Artisan Partners
13
Artisan Partners
Wisconsin
$8.53M 156,363 -4,579 -3%
Norges Bank
14
Norges Bank
Norway
$8.49M 155,609 +17,708 +13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.41M 154,080 +9,523 +7%
Marshall Wace
16
Marshall Wace
United Kingdom
$7.42M 135,906 -22,947 -14%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.73M 105,029 +5,037 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.8M 87,881 +87,881 New
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$4.37M 80,121 +12,806 +19%
Morgan Stanley
20
Morgan Stanley
New York
$3.99M 73,069 -9,129 -11%
BC
21
Bruce & Co
Illinois
$3.86M 70,805 -3,959 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.81M 69,769 +50,052 +254%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$3.39M 62,108 +62,108 New
AFR
24
Applied Fundamental Research
Massachusetts
$3.09M 56,536 +56,536 New
ACH
25
ArrowMark Colorado Holdings
Colorado
$2.78M 51,000 +28,000 +122%
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