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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 %
CG
251
Colony Group
Massachusetts
– -$1.19M -31,660 Closed
JPMPWA
252
J.P. Morgan Private Wealth Advisors
California
– -$1.11M -29,620 Closed
Ensign Peak Advisors
253
Ensign Peak Advisors
Utah
– -$1.03M -27,500 Closed
Prudential Financial
254
Prudential Financial
New Jersey
– -$842K -22,420 Closed
RCA
255
Rowland Carmichael Advisors
Arizona
– -$786K -20,920 Closed
CF
256
Centaurus Financial
California
– -$763K -20,300 Closed
Holocene Advisors
257
Holocene Advisors
New York
– -$546K -14,530 Closed
MYAM
258
Meiji Yasuda Asset Management
Japan
– -$534K -14,200 Closed
Man Group
259
Man Group
United Kingdom
– -$480K -12,760 Closed
BOM
260
Bank of Marin
California
– -$436K -11,590 Closed
YMRC
261
Yorktown Management & Research Company
Virginia
– -$338K -9,000 Closed
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$300K -7,970 Closed
GC
263
Guggenheim Capital
Illinois
– -$274K -7,290 Closed
AFP
264
Ausdal Financial Partners
Iowa
– -$247K -6,650 Closed
BCA
265
Bay Colony Advisors
Massachusetts
– -$249K -6,640 Closed
BC
266
Burney Company
Virginia
– -$237K -6,310 Closed
PP
267
Pegasus Partners
Wisconsin
– -$229K -6,090 Closed
BAM
268
Blueshift Asset Management
New Jersey
– -$221K -5,880 Closed
CP
269
Camelot Portfolios
Ohio
– -$220K -5,850 Closed
DIM
270
DC Investments Management
Virginia
– -$209K -5,560 Closed
HIIFS
271
Harel Insurance Investments & Financial Services
Israel
– -$202K -5,370 Closed
BCV
272
Banque Cantonale Vaudoise
Switzerland
– -$38K -1,000 Closed
ACM
273
Allred Capital Management
Texas
– -$14.3K -380 Closed
EW
274
Evoke Wealth
California
– -$11.3K -300 Closed
RIA
275
Realta Investment Advisors
Delaware
– -$9K -240 Closed
8 9 10
11
12