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U-Haul Holding Co
UHAL

Overview Fund Activity

243 hedge funds and large institutions have $2.13B invested in U-Haul Holding Co in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
5.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
89
Reduced
75
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP
1
JNE Partners
United Kingdom
$23.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
YAM
3
Yacktman Asset Management
Texas
$64.4M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$68.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WQ
1
Wealth Quarterback
New Jersey
$145K
2
TCM
2
Tran Capital Management
California
$2.66M
3
LHC
3
Lodge Hill Capital
New York
$0
4
EAM
4
Erste Asset Management
Austria
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
OAJ
227
Ogorek Anthony Joseph
New York
$2K – – –
VFA
228
Valeo Financial Advisors
Indiana
$2K – – –
EARNEST Partners
229
EARNEST Partners
Georgia
$2K – – –
CFA
230
Carroll Financial Associates
North Carolina
$2K – – –
OPS
231
Orion Portfolio Solutions
Nebraska
$2K +$333 +10 +20%
ABC
232
Associated Banc-Corp
Wisconsin
$2K +$2K +60 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$2K +$2K +70 New
EWP
234
Engrave Wealth Partners
Texas
$1K -$1.33K -80 -57%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
BAM
236
Bellevue Asset Management
Washington
$1K – – –
IA
237
IFP Advisors
Florida
$1K +$1K +20 New
WT
238
Washington Trust
Rhode Island
$1K +$1K +20 New
SFSIG
239
San Francisco Sentry Investment Group
California
$1K +$1K +30 New
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +50 New
GWS
241
Glassman Wealth Services
Virginia
$1K +$1K +50 New
OAM
242
Optimal Asset Management
California
$642 +$406 +13,980 +172%
TPCW
243
TD Private Client Wealth
New York
$291 – – –
LHC
244
Lodge Hill Capital
New York
– -$11.2M -299,000 Closed
EAM
245
Erste Asset Management
Austria
– -$8.6M -230,000 Closed
HCM
246
Harspring Capital Management
New York
– -$4.59M -121,990 Closed
Renaissance Technologies
247
Renaissance Technologies
New York
– -$4.2M -111,660 Closed
FRAF
248
Första AP-fonden
Sweden
– -$3.95M -105,000 Closed
Squarepoint
249
Squarepoint
New York
– -$2.81M -74,670 Closed
Franklin Resources
250
Franklin Resources
California
– -$2.07M -55,050 Closed
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