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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 %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$17M +$423K +14,320 +3%
Wells Fargo
27
Wells Fargo
California
$14.7M -$480K -16,520 -3%
SI
28
Scout Investments
Missouri
$14.6M -$6.74M -231,920 -32%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$13.2M +$483K +16,630 +4%
SFM
30
Systematic Financial Management
New Jersey
$12.9M -$3.43M -117,940 -21%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$11.5M -$1.46M -50,210 -11%
CTA
32
Carillon Tower Advisers
Florida
$10.6M -$4.09M -140,750 -28%
Legal & General Group
33
Legal & General Group
United Kingdom
$10.1M +$805K +27,710 +9%
Morgan Stanley
34
Morgan Stanley
New York
$10M -$3.52M -120,980 -26%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$9.95M +$252K +8,680 +3%
Norges Bank
36
Norges Bank
Norway
$9.48M – – –
UBS AM
37
UBS AM
Illinois
$9.19M -$56.1K -1,930 -0.6%
WIM
38
Wilen Investment Management
Florida
$8.85M -$300K -10,400 -3%
Victory Capital Management
39
Victory Capital Management
Texas
$8.42M +$1.74M +59,990 +26%
Deutsche Bank
40
Deutsche Bank
Germany
$7.57M +$1.29M +44,570 +21%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$7.44M -$2.44M -84,000 -25%
PPA
42
Parametric Portfolio Associates
Washington
$6.63M +$717K +24,680 +12%
ISL
43
Ingalls & Snyder LLC
New York
$6.1M +$6.1M +209,840 New
PAIM
44
Punch & Associates Investment Management
Minnesota
$5.52M +$142K +4,870 +3%
BIP
45
Brandes Investment Partners
California
$5.43M -$50.8K -1,750 -0.9%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$5.06M +$6.97K +240 +0.1%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$4.92M +$303K +10,420 +7%
KAM
48
Knightsbridge Asset Management
California
$4.88M +$4.88M +167,850 New
CS
49
Credit Suisse
Switzerland
$4.87M +$370K +12,750 +8%
SIC
50
Schwartz Investment Counsel
Michigan
$4.65M -$3.2M -110,000 -41%
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