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U-Haul Holding Co
UHAL

Overview Fund Activity

218 hedge funds and large institutions have $2.87B invested in U-Haul Holding Co in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 38 closing their positions.

Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
79
Reduced
73
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M
2
SI
2
Scout Investments
Missouri
$21.9M
3
CTA
3
Carillon Tower Advisers
Florida
$15.1M
4
BlackRock
4
BlackRock
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$39.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$240M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$53.6M
5
CCM
5
Cloverdale Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$22.3M 571,720 +38,880 +7%
SI
27
Scout Investments
Missouri
$21.9M 560,260 +560,260 New
Swiss National Bank
28
Swiss National Bank
Switzerland
$21.6M 553,700 -1,000 -0.2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$19.2M 492,340 +30,950 +7%
SFM
30
Systematic Financial Management
New Jersey
$18.6M 476,260 +52,200 +12%
Morgan Stanley
31
Morgan Stanley
New York
$17.9M 459,100 -8,360 -2%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$17.7M 453,570 +90,490 +25%
CTA
33
Carillon Tower Advisers
Florida
$15.1M 388,250 +388,250 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$14.7M 377,000 +26,000 +7%
WIM
35
Wilen Investment Management
Florida
$13.3M 344,710 +1,650 +0.5%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$12.8M 327,360 +1,500 +0.5%
Norges Bank
37
Norges Bank
Norway
$12.7M 326,230 – –
UBS AM
38
UBS AM
Illinois
$12.3M 315,730 +620 +0.2%
Legal & General Group
39
Legal & General Group
United Kingdom
$10.9M 278,410 +28,230 +11%
ISL
40
Ingalls & Snyder LLC
New York
$9.52M 244,090 -11,890 -5%
DA
41
Denali Advisors
California
$9.44M 242,000 +48,000 +25%
EAM
42
Erste Asset Management
Austria
$8.97M 230,000 +20,000 +10%
Victory Capital Management
43
Victory Capital Management
Texas
$8.47M 217,020 +96,080 +79%
Deutsche Bank
44
Deutsche Bank
Germany
$8.04M 206,220 -6,440 -3%
BIP
45
Brandes Investment Partners
California
$7.6M 194,850 -8,530 -4%
PAIM
46
Punch & Associates Investment Management
Minnesota
$7.39M 189,370 -2,030 -1%
SIC
47
Schwartz Investment Counsel
Michigan
$6.63M 170,000 – –
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$6.43M 164,880 -7,010 -4%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$6.26M 160,530 -34,630 -18%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$6.2M 158,830 +10 +0%
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