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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 %
JIR
176
James Investment Research
Ohio
$176K – – –
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$174K -$2.88M -74,000 -94%
LIA
178
LS Investment Advisors
Michigan
$145K – – –
AG
179
Advisor Group
Arizona
$142K +$5.52K +140 +4%
SAM
180
Shell Asset Management
Netherlands
$135K -$118K -3,020 -47%
Macquarie Group
181
Macquarie Group
Australia
$117K – – –
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$117K +$1.96K +50 +2%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$113K – – –
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$83.5K +$17.2K +440 +26%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$68K -$8.55K -220 -11%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$67K – – –
US Bancorp
187
US Bancorp
Minnesota
$64K -$125K -3,270 -66%
AIG
188
American International Group
New York
$56K – – –
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$53K – – –
CIA
190
Cascade Investment Advisors
Oregon
$44.9K +$35.1K +900 +360%
LS
191
Livforsakringsbolaget Skandia
Sweden
$39K – – –
AIM
192
AIA Investment Management
Singapore
$39K +$39K +1,010 New
FHA
193
First Horizon Advisors
Tennessee
$30K +$380 +10 +1%
CIA
194
CSat Investment Advisory
Michigan
$16K +$3.05K +80 +24%
ASN
195
Advisory Services Network
Georgia
$15K – – –
Fuller & Thaler Asset Management
196
Fuller & Thaler Asset Management
California
$14K – – –
PCG
197
Private Capital Group
Connecticut
$13K – – –
EW
198
Evoke Wealth
California
$11.7K +$11.7K +300 New
FHA
199
Flagship Harbor Advisors
Massachusetts
$10K +$357 +10 +4%
MAM
200
Meeder Asset Management
Ohio
$9K +$5.32K +130 +144%
6 7
8
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