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U-Haul Holding Co
UHAL

Overview Fund Activity

193 hedge funds and large institutions have $511M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+17
Holders Change %
+9.66%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
50
Reduced
80
Closed
15
Calls
$2.71M
Puts
$230K
Net Calls
+$2.48M
Net Calls Change
+$2.39M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$19.7M
3
PL
3
Parkwood LLC
Ohio
$6.06M
4
SI
4
Scharf Investments
California
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$749K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
YAM
3
Yacktman Asset Management
Texas
$39.4M
4
OWIM
4
Old West Investment Management
California
$3.75M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$63M 876,917 +25,649 +3%
SI
2
Scharf Investments
California
$47.2M 657,373 +82,104 +14%
YAM
3
Yacktman Asset Management
Texas
$39.4M 548,420 -125,357 -19%
SCM
4
Smead Capital Management
Arizona
$38.4M 534,592 +4,680 +0.9%
ACM
5
Abrams Capital Management
Massachusetts
$29.2M 407,027 – –
BlackRock
6
BlackRock
New York
$28.1M 391,693 -4,268 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.6M 384,106 -6,477 -2%
Norges Bank
8
Norges Bank
Norway
$19.7M 274,162 +118,553 +76%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.4M 269,657 -2,767 -1%
State Street
10
State Street
Massachusetts
$15.7M 218,845 +12,369 +6%
Artisan Partners
11
Artisan Partners
Wisconsin
$11.2M 156,363 – –
SCA
12
Southpoint Capital Advisors
New York
$10.8M 150,000 +150,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.4M 145,261 -8,819 -6%
Morgan Stanley
14
Morgan Stanley
New York
$10.2M 142,216 +69,147 +95%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$8.84M 123,141 +61,033 +98%
Marshall Wace
16
Marshall Wace
United Kingdom
$7.74M 107,806 -28,100 -21%
AQR Capital Management
17
AQR Capital Management
Connecticut
$7.27M 101,246 -3,783 -4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$6.17M 85,868 -2,013 -2%
PL
19
Parkwood LLC
Ohio
$6.06M 84,410 +84,410 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.32M 74,127 +4,358 +6%
BC
21
Bruce & Co
Illinois
$5.08M 70,805 – –
AFR
22
Applied Fundamental Research
Massachusetts
$3.99M 55,536 -1,000 -2%
OWIM
23
Old West Investment Management
California
$3.75M 52,295 -123,940 -70%
Charles Schwab
24
Charles Schwab
California
$3.62M 50,424 +1,742 +4%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$3.57M 49,726 -30,395 -38%
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