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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 %
William Blair & Company
101
William Blair & Company
Illinois
$1.52M -$92.8K -2,470 -6%
Barclays
102
Barclays
United Kingdom
$1.44M +$613K +16,280 +74%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.41M +$439K +11,680 +45%
CIC
104
Chilton Investment Company
Connecticut
$1.38M +$1.38M +36,720 New
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$37.6K -1,000 -3%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$1.36M – – –
HFS
107
Haverford Financial Services
Pennsylvania
$1.32M +$452K +12,030 +52%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.27M +$75.9K +2,020 +6%
CG
109
Colony Group
Massachusetts
$1.19M -$25.6K -680 -2%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$1.11M +$1.11M +29,620 New
CIP
111
Capital Insight Partners
Arizona
$1.08M +$31.2K +830 +3%
RC
112
RBF Capital
California
$1.05M – – –
PCP
113
Proficio Capital Partners
Massachusetts
$1.05M +$1.05M +27,840 New
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$1.03M +$1.03M +27,500 New
BC
115
Brinker Capital
Pennsylvania
$1.03M +$376 +10 +0%
SO
116
STRS Ohio
Ohio
$975K +$408K +10,860 +72%
AIL
117
AGF Investments LLC
Ontario, Canada
$903K +$426K +11,320 +89%
NFGCM
118
Norman Fields Gottscho Capital Management
New York
$894K +$894K +23,780 New
RC
119
Roundview Capital
New Jersey
$891K +$891K +23,700 New
OBGC
120
O'Brien Greene & Co
Pennsylvania
$882K – – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$876K +$118K +3,140 +16%
Prudential Financial
122
Prudential Financial
New Jersey
$842K -$188K -5,000 -18%
KeyBank National Association
123
KeyBank National Association
Ohio
$825K +$160K +4,260 +24%
CAM
124
Claret Asset Management
Quebec, Canada
$809K -$526K -13,980 -39%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$803K +$7.52K +200 +0.9%
3 4
5
6 7