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U-Haul Holding Co
UHAL

Overview Fund Activity

237 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.43%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
23
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$144M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$73M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$157M
4
State Street
4
State Street
Massachusetts
$64.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$233M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$46.4M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$58.1M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$142M
4
FTIOP
4
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
5
AA
5
Ancient Art
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
226
Ledyard National Bank
$4K +$4K +100 New
MIM
227
MetLife Investment Management
New Jersey
$3.57K +$3.57K +100 New
GRP
228
Global Retirement Partners
California
$3K – – –
OAJ
229
Ogorek Anthony Joseph
New York
$3K – – –
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2.14K -$2.5K -70 -54%
CFA
231
Carroll Financial Associates
North Carolina
$2K – – –
EARNEST Partners
232
EARNEST Partners
Georgia
$2K – – –
VFA
233
Valeo Financial Advisors
Indiana
$2K +$333 +10 +20%
TG
234
TLP Group
Illinois
$2K +$2K +50 New
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
ML
236
McAdam LLC
Pennsylvania
$1K – – –
SPIA
237
Steward Partners Investment Advisory
New York
$1K +$1K +30 New
FTIOP
238
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$4.91M -137,810 Closed
AA
239
Ancient Art
Texas
– -$4.81M -134,990 Closed
PL
240
PWMCO LLC
Illinois
– -$3.49M -98,010 Closed
CAM
241
Congress Asset Management
Massachusetts
– -$2.83M -79,550 Closed
Arrowstreet Capital
242
Arrowstreet Capital
Massachusetts
– -$1.1M -31,000 Closed
MGIA
243
Moneta Group Investment Advisors
Missouri
– -$694K -19,500 Closed
Korea Investment Corp
244
Korea Investment Corp
South Korea
– -$499K -14,000 Closed
Brown Advisory
245
Brown Advisory
Maryland
– -$279K -7,850 Closed
GZ
246
George Zachary
– -$267K -7,500 Closed
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$258K -7,230 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$248K -6,970 Closed
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
– -$215K -6,040 Closed
SEI Investments
250
SEI Investments
Pennsylvania
– -$75K -2,100 Closed
7 8 9
10
11