UHAL icon

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 %
Wells Fargo
26
Wells Fargo
California
$17.7M -$258K -7,230 -1%
Northern Trust
27
Northern Trust
Illinois
$17.7M +$1M +28,150 +6%
Charles Schwab
28
Charles Schwab
California
$16.1M +$2.76M +77,360 +21%
SI
29
Scout Investments
Missouri
$16M +$183K +5,120 +1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$14.7M +$1.92M +53,750 +15%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$14M -$749K -21,000 -5%
WIM
32
Wilen Investment Management
Florida
$12.9M -$186K -5,300 -1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$12.8M +$603K +16,910 +5%
DA
34
Denali Advisors
California
$12.2M -$2M -56,000 -14%
SFM
35
Systematic Financial Management
New Jersey
$11.7M +$123K +3,440 +1%
CTA
36
Carillon Tower Advisers
Florida
$10.8M +$526K +14,750 +5%
First Trust Advisors
37
First Trust Advisors
Illinois
$10.3M +$208K +5,820 +2%
ISL
38
Ingalls & Snyder LLC
New York
$10.3M +$15.3K +430 +0.1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$9.99M -$392K -11,000 -4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$8.47M +$24.3K +680 +0.3%
PAIM
41
Punch & Associates Investment Management
Minnesota
$7.93M -$596K -16,710 -7%
SIC
42
Schwartz Investment Counsel
Michigan
$7.85M – – –
Deutsche Bank
43
Deutsche Bank
Germany
$7.46M +$5.34M +149,780 +253%
EIP
44
Epoch Investment Partners
New York
$7.38M -$51K -1,430 -0.7%
UBS AM
45
UBS AM
Illinois
$7.23M +$230K +6,450 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$7.08M +$225K +6,300 +3%
FQ
47
First Quadrant
California
$7.06M – – –
BIP
48
Brandes Investment Partners
California
$6.92M -$255K -7,160 -4%
TCIM
49
TIAA CREF Investment Management
New York
$6.8M +$151K +4,240 +2%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$6.6M -$153K -4,290 -2%
1
2
3 4 5