UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

198 hedge funds and large institutions have $532M invested in U-Haul Holding Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% 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
38
Increased
60
Reduced
52
Closed
22
Calls
$2.02M
Puts
$705K
Net Calls
+$1.32M
Net Calls Change
+$385K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$17.4M
2
Millennium Management
2
Millennium Management
New York
$7.13M
3
SCA
3
Southpoint Capital Advisors
New York
$46.5M
4
TFM
4
Trian Fund Management
New York
$34.8M
5
SI
5
Scharf Investments
California
$54.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$2.68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$5.87M
5
ACM
5
Abrams Capital Management
Massachusetts
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.2M 854,558 -10,616 -1%
SI
2
Scharf Investments
California
$54.5M 704,004 +26,976 +4%
SCA
3
Southpoint Capital Advisors
New York
$46.5M 600,000 +70,000 +13%
SCM
4
Smead Capital Management
Arizona
$42.1M 543,233 -4,169 -0.8%
TFM
5
Trian Fund Management
New York
$34.8M 449,595 +59,895 +15%
YAM
6
Yacktman Asset Management
Texas
$33.7M 435,032 -33,372 -7%
BlackRock
7
BlackRock
New York
$32.4M 418,378 +1,838 +0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26M 335,709 -14,370 -4%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$17.4M 224,036 +224,036 New
State Street
10
State Street
Massachusetts
$15.2M 196,467 -1,512 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.8M 177,677 +20,167 +13%
Morgan Stanley
12
Morgan Stanley
New York
$10.8M 139,911 +6,282 +5%
OWIM
13
Old West Investment Management
California
$9.76M 125,947 +13,143 +12%
AQR Capital Management
14
AQR Capital Management
Connecticut
$7.81M 100,783 -2,316 -2%
PL
15
Parkwood LLC
Ohio
$7.72M 99,659 -8,748 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.49M 96,730 +7,937 +9%
Millennium Management
17
Millennium Management
New York
$7.13M 92,083 +92,083 New
ACH
18
ArrowMark Colorado Holdings
Colorado
$5.87M 75,800 -45,000 -37%
BC
19
Bruce & Co
Illinois
$5.82M 75,105 – –
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$4.93M 63,676 -13,114 -17%
AFR
21
Applied Fundamental Research
Massachusetts
$4.75M 61,300 – –
Marshall Wace
22
Marshall Wace
United Kingdom
$3.65M 47,132 -35,071 -43%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.5M 45,219 +5,735 +15%
ACM
24
Abrams Capital Management
Massachusetts
$2.82M 36,401 -38,604 -51%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.68M 34,541 -73,021 -68%
1
2 3 4 5