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U-Haul Holding Co
UHAL

Overview Fund Activity

255 hedge funds and large institutions have $2.57B invested in U-Haul Holding Co in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
35
Increased
87
Reduced
84
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$120M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$47.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$78.7M
5
USAA
5
United Services Automobile Association
Texas
$25.7M

Top Sellers

1
KCM
1
Kingstown Capital Management
New York
$0
2
NM
2
Newtyn Management
New York
$16.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$154M
4
AA
4
Ancient Art
Texas
$14.2M
5
GC
5
Greenlight Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Delpha Capital Management
New York
$36K +$36K +960 New
PCP
227
Proficio Capital Partners
Massachusetts
$28K +$5.3K +140 +23%
MIC
228
MU Investments Company
Japan
$23K -$7.67K -200 -25%
DAM
229
Delta Asset Management
Tennessee
$23K – – –
WA
230
Winfield Associates
Ohio
$19K – – –
FHA
231
First Horizon Advisors
Tennessee
$19K – – –
CG
232
Cutler Group
California
$15K +$2.14K +60 +17%
Fuller & Thaler Asset Management
233
Fuller & Thaler Asset Management
California
$14K – – –
SFG
234
SevenBridge Financial Group
Pennsylvania
$13K – – –
CFD
235
Creative Financial Designs
Indiana
$10K – – –
TCM
236
Tradewinds Capital Management
Washington
$8K – – –
PHK
237
Point72 Hong Kong
Hong Kong
$8K +$8K +210 New
ASN
238
Advisory Services Network
Georgia
$6K -$3K -80 -33%
CFA
239
Carroll Financial Associates
North Carolina
$6K +$3.88K +110 +183%
LNB
240
Ledyard National Bank
$6K +$6K +170 New
CCM
241
Covington Capital Management
California
$5K +$5K +120 New
FPFS
242
First Personal Financial Services
North Carolina
$5K +$5K +120 New
IA
243
IFP Advisors
Florida
$4K -$13.2K -330 -77%
DBT
244
Dubuque Bank & Trust
Iowa
$4K – – –
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$4K +$2.4K +60 +150%
STA
246
Summit Trail Advisors
New York
$4K +$4K +110 New
GRP
247
Global Retirement Partners
California
$3K – – –
OAJ
248
Ogorek Anthony Joseph
New York
$3K +$3K +100 New
VFA
249
Valeo Financial Advisors
Indiana
$2K +$1.2K +30 +150%
EARNEST Partners
250
EARNEST Partners
Georgia
$2K +$2K +60 New
8 9
10
11 12