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U-Haul Holding Co
UHAL

Overview Fund Activity

200 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$28.1M
2
TFM
2
Trian Fund Management
New York
$45M
3
SCA
3
Southpoint Capital Advisors
New York
$48.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.14M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$20.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
SCM
2
Smead Capital Management
Arizona
$31M
3
SI
3
Scharf Investments
California
$43.9M
4
YAM
4
Yacktman Asset Management
Texas
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.7M 835,322 -19,236 -2%
SCA
2
Southpoint Capital Advisors
New York
$48.4M 700,000 +100,000 +17%
TFM
3
Trian Fund Management
New York
$45M 652,000 +202,405 +45%
SI
4
Scharf Investments
California
$43.9M 635,399 -68,605 -10%
SCM
5
Smead Capital Management
Arizona
$31M 447,967 -95,266 -18%
BlackRock
6
BlackRock
New York
$29.2M 423,078 +4,700 +1%
Norges Bank
7
Norges Bank
Norway
$28.1M 406,818 +406,818 New
YAM
8
Yacktman Asset Management
Texas
$25.7M 372,065 -62,967 -14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$22.6M 327,691 -8,018 -2%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$20.7M 300,000 +75,964 +34%
State Street
11
State Street
Massachusetts
$12.5M 181,362 -15,105 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.1M 160,736 -16,941 -10%
OWIM
13
Old West Investment Management
California
$9.23M 133,537 +7,590 +6%
PL
14
Parkwood LLC
Ohio
$9.03M 130,744 +31,085 +31%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$8.14M 117,800 +85,400 +264%
Two Sigma Investments
16
Two Sigma Investments
New York
$7.81M 112,976 +67,757 +150%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.28M 105,357 +8,627 +9%
AQR Capital Management
18
AQR Capital Management
Connecticut
$6.97M 101,160 +377 +0.4%
Morgan Stanley
19
Morgan Stanley
New York
$6.47M 93,696 -46,215 -33%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$5.96M 86,276 +22,600 +35%
ACH
21
ArrowMark Colorado Holdings
Colorado
$5.24M 75,800 – –
BC
22
Bruce & Co
Illinois
$5.11M 73,900 -1,205 -2%
LPL Financial
23
LPL Financial
California
$4.82M 69,750 +64,965 +1,358%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.29M 47,557 +34,660 +269%
Verition Fund Management
25
Verition Fund Management
Connecticut
$2.85M 41,317 +32,946 +394%
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