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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$4.52M -$177K -6,090 -4%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.46M -$37.5K -1,290 -0.8%
TG
53
TCW Group
California
$4.13M +$4.13M +142,240 New
HSBC Holdings
54
HSBC Holdings
United Kingdom
$3.97M -$1.96M -67,530 -33%
FCI
55
Financial Counselors Inc
Kansas
$3.9M +$24.1K +830 +0.6%
First Trust Advisors
56
First Trust Advisors
Illinois
$3.78M -$543K -18,700 -13%
WG
57
Winton Group
United Kingdom
$3.46M +$143K +4,920 +4%
WC
58
Winmill & Co
New York
$3.28M – – –
VCM
59
Vision Capital Management
Oregon
$3.09M +$49.1K +1,690 +2%
AAF
60
Andra AP-fonden
Sweden
$2.99M +$523K +18,000 +21%
Barclays
61
Barclays
United Kingdom
$2.92M +$1.81M +62,140 +163%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$2.86M +$235K +8,100 +9%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.76M +$593K +20,410 +27%
TCM
64
Tran Capital Management
California
$2.66M -$13.2M -455,390 -83%
PL
65
Perpetual Ltd
Australia
$2.65M +$2.65M +91,030 New
Citadel Advisors
66
Citadel Advisors
Florida
$2.58M +$1.29M +44,530 +100%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$2.32M +$2.32M +80,000 New
AG
68
Aperio Group
California
$2.06M +$844K +29,040 +69%
FAF
69
Fjarde Ap-fonden
Sweden
$2.04M +$320K +11,000 +19%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$2.02M +$72.1K +2,480 +4%
Canada Life
71
Canada Life
Manitoba, Canada
$1.91M +$63.1K +2,180 +3%
T
72
TOBAM
France
$1.9M +$678K +23,320 +55%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$1.9M +$171K +5,880 +10%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.88M -$27.9K -960 -1%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$1.85M -$348K -11,970 -16%
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