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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 %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$21M -$2.5M -66,750 -11%
Swiss National Bank
27
Swiss National Bank
Switzerland
$20.7M -$150K -4,000 -0.7%
TCM
28
Tran Capital Management
California
$20.6M +$20.6M +546,880 New
Wells Fargo
29
Wells Fargo
California
$19.6M -$3.11M -82,750 -14%
CTA
30
Carillon Tower Advisers
Florida
$19M +$4.42M +117,500 +30%
Morgan Stanley
31
Morgan Stanley
New York
$17.5M +$274K +7,300 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$16.7M -$1.77M -47,190 -10%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$16.4M -$611K -16,250 -4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$12.8M -$1.39M -37,000 -10%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$12.5M +$235K +6,240 +2%
Norges Bank
36
Norges Bank
Norway
$12.3M – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$12M +$1.58M +42,130 +15%
UBS AM
38
UBS AM
Illinois
$12M +$99.2K +2,640 +0.8%
WIM
39
Wilen Investment Management
Florida
$11.7M -$993K -26,910 -8%
LHC
40
Lodge Hill Capital
New York
$11.2M +$11.2M +299,000 New
SIC
41
Schwartz Investment Counsel
Michigan
$10.1M +$3.76M +100,000 +59%
Victory Capital Management
42
Victory Capital Management
Texas
$8.64M +$482K +12,830 +6%
EAM
43
Erste Asset Management
Austria
$8.6M – – –
Deutsche Bank
44
Deutsche Bank
Germany
$8.12M +$370K +9,860 +5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$7.74M +$4.13M +108,980 +115%
PPA
46
Parametric Portfolio Associates
Washington
$7.65M +$1.94M +51,570 +34%
DA
47
Denali Advisors
California
$7.22M -$1.88M -50,000 -21%
BIP
48
Brandes Investment Partners
California
$7.08M -$239K -6,370 -3%
HA
49
Heartland Advisors
Wisconsin
$7.08M +$1.64M +43,730 +30%
PAIM
50
Punch & Associates Investment Management
Minnesota
$6.96M -$160K -4,260 -2%
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