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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 %
PAM
76
Panagora Asset Management
Massachusetts
$1.8M – – –
FCM
77
Fairbanks Capital Management
California
$1.75M -$363K -12,500 -17%
Ameriprise
78
Ameriprise
Minnesota
$1.75M +$117K +4,040 +7%
ACH
79
ArrowMark Colorado Holdings
Colorado
$1.74M +$1.74M +60,000 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.68M +$8.72K +300 +0.5%
AAMU
81
Amundi Asset Management US
Massachusetts
$1.67M -$118K -4,060 -7%
MAA
82
Mraz Amerine & Associates
California
$1.67M +$372K +12,800 +29%
JGUA
83
John G. Ullman & Associates
New York
$1.67M +$494K +17,000 +42%
Caisse de Depot et Placement du Quebec (CDPQ)
84
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.67M +$383K +13,190 +30%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.61M +$184K +6,320 +13%
DA
86
Denali Advisors
California
$1.6M -$3.98M -137,000 -71%
HA
87
Heartland Advisors
Wisconsin
$1.54M -$3.93M -135,390 -72%
OAM
88
Oppenheimer Asset Management
New York
$1.5M +$65.1K +2,240 +5%
CIC
89
Chilton Investment Company
Connecticut
$1.49M +$422K +14,520 +40%
SG Americas Securities
90
SG Americas Securities
New York
$1.46M +$82.5K +2,840 +6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.41M +$1.05M +36,310 +294%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$1.41M -$739K -25,450 -34%
BA
93
Bridgewater Associates
Connecticut
$1.4M -$675K -23,250 -32%
DCM
94
Dupont Capital Management
Delaware
$1.35M -$141K -4,860 -9%
Truist Financial
95
Truist Financial
North Carolina
$1.34M +$1.34M +45,940 New
Invesco
96
Invesco
Georgia
$1.33M -$2.91M -100,200 -69%
Asset Management One
97
Asset Management One
Japan
$1.27M – – –
ZDA
98
Zweig-DiMenna Associates
New York
$1.25M -$3.63M -125,000 -74%
HFS
99
Haverford Financial Services
Pennsylvania
$1.17M +$151K +5,200 +15%
Citigroup
100
Citigroup
New York
$1.13M -$386K -13,290 -26%
2 3
4
5 6