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U-Haul Holding Co
UHAL

Overview Fund Activity

185 hedge funds and large institutions have $440M invested in U-Haul Holding Co in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 31 closing their positions.

Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
62
Reduced
62
Closed
31
Calls
$1.29M
Puts
$358K
Net Calls
+$932K
Net Calls Change
+$1.8M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$24.1M
2
SCA
2
Southpoint Capital Advisors
New York
$32.7M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.46M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$4.74M
5
RR
5
Robotti Robert
$1.06M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$107K
2
ACM
2
Abrams Capital Management
Massachusetts
$4.63M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$1.7M
4
State Street
4
State Street
Massachusetts
$12.2M
5
MS
5
Maven Securities
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$53.4M 865,174 +6,463 +0.8%
SI
2
Scharf Investments
California
$41.8M 677,028 +8,210 +1%
SCM
3
Smead Capital Management
Arizona
$33.8M 547,402 -152 -0%
SCA
4
Southpoint Capital Advisors
New York
$32.7M 530,000 +100,000 +23%
YAM
5
Yacktman Asset Management
Texas
$28.9M 468,404 -3,479 -0.7%
BlackRock
6
BlackRock
New York
$25.7M 416,540 +2,704 +0.7%
TFM
7
Trian Fund Management
New York
$24.1M 389,700 +389,700 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21.6M 350,079 -5,195 -1%
Norges Bank
9
Norges Bank
Norway
$20.9M 338,723 +11,141 +3%
State Street
10
State Street
Massachusetts
$12.2M 197,979 -25,384 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.72M 157,510 +2,227 +1%
Morgan Stanley
12
Morgan Stanley
New York
$8.25M 133,629 +12,098 +10%
ACH
13
ArrowMark Colorado Holdings
Colorado
$7.46M 120,800 +75,000 +164%
OWIM
14
Old West Investment Management
California
$6.96M 112,804 +9,751 +9%
PL
15
Parkwood LLC
Ohio
$6.69M 108,407 +2,007 +2%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$6.64M 107,562 -5,979 -5%
AQR Capital Management
17
AQR Capital Management
Connecticut
$6.36M 103,099 +4,945 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.48M 88,793 +2,828 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$5.07M 82,203 -11,597 -12%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$4.74M 76,790 +22,883 +42%
BC
21
Bruce & Co
Illinois
$4.64M 75,105 +4,300 +6%
ACM
22
Abrams Capital Management
Massachusetts
$4.63M 75,005 -202,006 -73%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$4.3M 69,653 -16,215 -19%
AFR
24
Applied Fundamental Research
Massachusetts
$3.78M 61,300 +7,021 +13%
Charles Schwab
25
Charles Schwab
California
$2.77M 44,904 -6,493 -13%
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