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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 %
BPWA
151
Beacon Pointe Wealth Advisors
California
$390K – – –
II
152
IFM Investors
Australia
$382K +$93.6K +2,400 +32%
Brown Advisory
153
Brown Advisory
Maryland
$381K +$381K +9,760 New
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$380K -$390 -10 -0.1%
YMRC
155
Yorktown Management & Research Company
Virginia
$351K – – –
EP
156
Elkfork Partners
Oregon
$349K +$349K +8,960 New
Neuberger Berman Group
157
Neuberger Berman Group
New York
$336K +$13.6K +350 +4%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$324K -$280K -7,170 -46%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$317K -$10.9K -280 -3%
GHCM
160
Glen Harbor Capital Management
California
$275K +$275K +7,040 New
KBC Group
161
KBC Group
Belgium
$274K – – –
DIS
162
Diversified Investment Strategies
Louisiana
$269K – – –
RCM
163
Riverhead Capital Management
Delaware
$265K +$265K +6,800 New
AFP
164
Ausdal Financial Partners
Iowa
$259K – – –
BC
165
Burney Company
Virginia
$246K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$228K +$28.8K +740 +14%
CP
167
Camelot Portfolios
Ohio
$221K -$223K -5,730 -50%
SFS
168
Sowell Financial Services
Arkansas
$215K +$215K +5,520 New
TD Asset Management
169
TD Asset Management
Ontario, Canada
$211K -$3.5K -90 -2%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K +$204K +5,190 New
WBC
171
Westpac Banking Corp
Australia
$201K – – –
EMG
172
ETF Managers Group
New Jersey
$201K -$2.36K -60 -1%
NA
173
Neuburgh Advisers
California
$200K +$200K +5,120 New
Aberdeen Group
174
Aberdeen Group
United Kingdom
$200K +$200K +5,130 New
RCAG
175
Rehmann Capital Advisory Group
Michigan
$191K -$6.24K -160 -3%
5 6
7
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