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U-Haul Holding Co
UHAL

Overview Fund Activity

218 hedge funds and large institutions have $2.87B invested in U-Haul Holding Co in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
79
Reduced
73
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M
2
SI
2
Scout Investments
Missouri
$21.9M
3
CTA
3
Carillon Tower Advisers
Florida
$15.1M
4
BlackRock
4
BlackRock
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$39.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$240M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$53.6M
5
CCM
5
Cloverdale Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
126
Utah Retirement Systems
Utah
$663K +$39K +1,000 +6%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$656K +$43.3K +1,110 +7%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$655K +$655K +16,790 New
Nomura Asset Management
129
Nomura Asset Management
Japan
$635K -$3.9K -100 -0.6%
GT
130
Greenleaf Trust
Michigan
$595K +$2.73K +70 +0.5%
LPL Financial
131
LPL Financial
California
$595K +$241K +6,180 +68%
SO
132
STRS Ohio
Ohio
$588K -$50.6K -1,300 -8%
LAIC
133
Lederer & Associates Investment Counsel
California
$567K -$534K -13,690 -48%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$567K -$184K -4,720 -25%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$553K -$521K -13,360 -49%
MYAM
136
Meiji Yasuda Asset Management
Japan
$538K – – –
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$534K +$4.29K +110 +0.8%
PP
138
Pegasus Partners
Wisconsin
$523K -$1.52M -38,900 -74%
Millennium Management
139
Millennium Management
New York
$508K +$508K +13,040 New
UBS Group
140
UBS Group
Switzerland
$506K -$185K -4,750 -27%
AIL
141
AGF Investments LLC
Ontario, Canada
$495K +$168K +4,300 +51%
Creative Planning
142
Creative Planning
Kansas
$469K -$30.4K -780 -6%
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$459K – – –
ST
144
Somerset Trust
Pennsylvania
$445K -$88.5K -2,270 -17%
NAM
145
Nissay Asset Management
Japan
$434K +$25K +640 +6%
MCIM
146
Meadow Creek Investment Management
Georgia
$424K +$424K +10,880 New
JCM
147
Janney Capital Management
Pennsylvania
$419K -$13.7K -350 -3%
BAM
148
Blueshift Asset Management
New Jersey
$416K +$416K +10,660 New
RJA
149
Raymond James & Associates
Florida
$403K +$34.3K +880 +9%
Squarepoint
150
Squarepoint
New York
$400K -$904K -23,180 -69%
4 5
6
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