UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

197 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% 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
26
Increased
55
Reduced
72
Closed
22
Calls
$1.51M
Puts
$2.37M
Net Calls
-$865K
Net Calls Change
-$3.35M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$29M
2
Norges Bank
2
Norges Bank
Norway
$22.1M
3
OWIM
3
Old West Investment Management
California
$6.96M
4
Invesco
4
Invesco
Georgia
$2.15M
5
MS
5
Maven Securities
Jersey
$1.57M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$18.7M
2
YAM
2
Yacktman Asset Management
Texas
$31.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$58M 858,711 -18,206 -2%
SI
2
Scharf Investments
California
$45.2M 668,818 +11,445 +2%
SCM
3
Smead Capital Management
Arizona
$37M 547,554 +12,962 +2%
YAM
4
Yacktman Asset Management
Texas
$31.9M 471,883 -76,537 -14%
SCA
5
Southpoint Capital Advisors
New York
$29M 430,000 +280,000 +187%
BlackRock
6
BlackRock
New York
$28M 413,836 +22,143 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$24M 355,274 -28,832 -8%
Norges Bank
8
Norges Bank
Norway
$22.1M 327,582 +53,420 +19%
ACM
9
Abrams Capital Management
Massachusetts
$18.7M 277,011 -130,016 -32%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.3M 270,226 +569 +0.2%
State Street
11
State Street
Massachusetts
$15.1M 223,363 +4,518 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.5M 155,283 +10,022 +7%
Artisan Partners
13
Artisan Partners
Wisconsin
$10.1M 150,152 -6,211 -4%
Morgan Stanley
14
Morgan Stanley
New York
$8.21M 121,531 -20,685 -15%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$7.67M 113,541 -9,600 -8%
PL
16
Parkwood LLC
Ohio
$7.19M 106,400 +21,990 +26%
OWIM
17
Old West Investment Management
California
$6.96M 103,053 +50,758 +97%
AQR Capital Management
18
AQR Capital Management
Connecticut
$6.54M 98,154 -3,092 -3%
Marshall Wace
19
Marshall Wace
United Kingdom
$6.34M 93,800 -14,006 -13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.81M 85,965 +11,838 +16%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$5.8M 85,868 – –
BC
22
Bruce & Co
Illinois
$4.78M 70,805 – –
AFR
23
Applied Fundamental Research
Massachusetts
$3.67M 54,279 -1,257 -2%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$3.64M 53,907 +4,181 +8%
Charles Schwab
25
Charles Schwab
California
$3.47M 51,397 +973 +2%
1
2 3 4 5