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U-Haul Holding Co

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
Name Holding Trade Value Shares
Change
Shares
Change %
BOM
151
Bank of Marin
California
$436K +$436K +11,590 New
NAM
152
Nissay Asset Management
Japan
$432K +$13.9K +370 +3%
Creative Planning
153
Creative Planning
Kansas
$421K -$31.6K -840 -7%
ST
154
Somerset Trust
Pennsylvania
$417K -$12K -320 -3%
Macquarie Group
155
Macquarie Group
Australia
$401K +$288K +7,650 +255%
JCM
156
Janney Capital Management
Pennsylvania
$395K -$8.26K -220 -2%
WQ
157
Wealth Quarterback
New Jersey
$376K +$376K +836,810 New
RR
158
Robotti Robert
$376K -$451K -12,000 -55%
BPWA
159
Beacon Pointe Wealth Advisors
California
$376K
HAM
160
Highstreet Asset Management
Ontario, Canada
$374K +$374K +9,940 New
VCP
161
Verus Capital Partners
Arizona
$372K +$372K +9,890 New
II
162
IFM Investors
Australia
$368K
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$366K
UBS Group
164
UBS Group
Switzerland
$347K -$140K -3,730 -29%
YMRC
165
Yorktown Management & Research Company
Virginia
$338K
Neuberger Berman Group
166
Neuberger Berman Group
New York
$330K +$5.64K +150 +2%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$320K +$14.3K +380 +5%
OAM
168
Optimal Asset Management
California
$306K +$306K +8,130 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$1.07M -28,510 -78%
LPL Financial
170
LPL Financial
California
$281K -$292K -7,780 -51%
GC
171
Guggenheim Capital
Illinois
$274K -$1.12M -29,900 -80%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$269K -$907K -24,680 -77%
KBC Group
173
KBC Group
Belgium
$264K
DIS
174
Diversified Investment Strategies
Louisiana
$259K
SFS
175
Sowell Financial Services
Arkansas
$256K +$48.8K +1,300 +24%