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U-Haul Holding Co
UHAL

Overview Fund Activity

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
4.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tran Capital Management
California
$20.6M
2
BlackRock
2
BlackRock
New York
$246M
3
LHC
3
Lodge Hill Capital
New York
$11.2M
4
RP
4
Reinhart Partners
Wisconsin
$43.1M
5
SI
5
Scout Investments
Missouri
$27.6M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.8M
2
ICM
2
Indaba Capital Management
California
$0
3
ISL
3
Ingalls & Snyder LLC
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$32.6M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$4K – – –
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
VFA
228
Valeo Financial Advisors
Indiana
$3K – – –
OAJ
229
Ogorek Anthony Joseph
New York
$3K – – –
CFA
230
Carroll Financial Associates
North Carolina
$3K – – –
LWA
231
Lenox Wealth Advisors
New York
$3K – – –
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +80 New
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
EARNEST Partners
234
EARNEST Partners
Georgia
$2K – – –
OPS
235
Orion Portfolio Solutions
Nebraska
$2K +$2K +50 New
QCG
236
Quadrant Capital Group
Ohio
$2K +$2K +60 New
PWMG
237
Prestige Wealth Management Group
New Jersey
$1K -$1.5K -30 -60%
BAM
238
Bellevue Asset Management
Washington
$1K +$1K +20 New
VCM
239
Versant Capital Management
Arizona
$1K +$1K +30 New
TPCW
240
TD Private Client Wealth
New York
$376 +$376 +10 New
ICM
241
Indaba Capital Management
California
– -$24.3M -623,010 Closed
ISL
242
Ingalls & Snyder LLC
New York
– -$9.52M -244,090 Closed
NIS
243
National Investment Services
Wisconsin
– -$1.83M -46,860 Closed
QIM
244
Quantitative Investment Management
Virginia
– -$1.36M -34,830 Closed
Jacobs Levy Equity Management
245
Jacobs Levy Equity Management
New Jersey
– -$986K -25,290 Closed
Voloridge Investment Management
246
Voloridge Investment Management
Florida
– -$655K -16,790 Closed
LAIC
247
Lederer & Associates Investment Counsel
California
– -$567K -14,540 Closed
Brown Advisory
248
Brown Advisory
Maryland
– -$381K -9,760 Closed
TD Asset Management
249
TD Asset Management
Ontario, Canada
– -$211K -5,420 Closed
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$204K -5,190 Closed
7 8 9
10
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