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U-Haul Holding Co
UHAL

Overview Fund Activity

231 hedge funds and large institutions have $2.81B invested in U-Haul Holding Co in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 31 closing their positions.

Holders
231
Holders Change
-9
Holders Change %
-3.75%
% of All Funds
5.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
26
Increased
78
Reduced
76
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$220M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$13.7M
3
CCM
3
Cloverdale Capital Management
Texas
$10.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$38.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$8.39M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$79.4M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$160M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$127M
5
BC
5
Bruce & Co
Illinois
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Schwartz Investment Counsel
Michigan
$6.44M 17,000 – –
EIP
52
Epoch Investment Partners
New York
$6.13M 16,193 +610 +4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.01M 15,882 -2,969 -16%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$6M 15,844 +3,016 +24%
HA
55
Heartland Advisors
Wisconsin
$5.99M 15,829 -89 -0.6%
PPA
56
Parametric Portfolio Associates
Washington
$5.68M 14,998 -776 -5%
CS
57
Credit Suisse
Switzerland
$4.58M 12,096 +2,859 +31%
Victory Capital Management
58
Victory Capital Management
Texas
$4.58M 12,094 +22 +0.2%
Invesco
59
Invesco
Georgia
$4.55M 12,024 -763 -6%
AAF
60
Andra AP-fonden
Sweden
$3.98M 10,500 +900 +9%
TRSOTSOK
61
Teachers Retirement System of the State of Kentucky
Kentucky
$3.44M 9,096 – –
FAF
62
Fjarde Ap-fonden
Sweden
$3.41M 9,006 +900 +11%
VCM
63
Vision Capital Management
Oregon
$3.36M 8,880 -1 -0%
FCI
64
Financial Counselors Inc
Kansas
$3.33M 8,805 +592 +7%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$3.17M 8,376 +2,664 +47%
MM
66
Midas Management
New York
$3.14M 8,300 – –
AAMU
67
Amundi Asset Management US
Massachusetts
$3.12M 8,229 -3,957 -32%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$3.11M 8,206 +2,263 +38%
Allianz Asset Management
69
Allianz Asset Management
Germany
$3.02M 7,983 +93 +1%
Skandinaviska Enskilda Banken (SEB)
70
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.97M 7,847 – –
ZCA
71
Zeke Capital Advisors
Pennsylvania
$2.95M 7,780 +160 +2%
FCM
72
Fairbanks Capital Management
California
$2.94M 7,768 -54 -0.7%
FQ
73
First Quadrant
California
$2.74M 7,243 -3,859 -35%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.7M 7,135 -1 -0%
MLIC
75
Mandatum Life Insurance Company
Finland
$2.64M 6,975 – –
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