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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 %
EMG
176
ETF Managers Group
New Jersey
$250K +$59.3K +1,590 +31%
BCA
177
Bay Colony Advisors
Massachusetts
$249K +$249K +6,640 New
AFP
178
Ausdal Financial Partners
Iowa
$247K – – –
CSS
179
Cubist Systematic Strategies
Connecticut
$242K +$242K +6,450 New
BC
180
Burney Company
Virginia
$237K – – –
IFWM
181
Institute for Wealth Management
Colorado
$233K +$233K +6,190 New
PP
182
Pegasus Partners
Wisconsin
$229K -$275K -7,320 -55%
Millennium Management
183
Millennium Management
New York
$228K -$261K -6,960 -53%
BAM
184
Blueshift Asset Management
New Jersey
$221K -$180K -4,780 -45%
CP
185
Camelot Portfolios
Ohio
$220K +$6.39K +170 +3%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$215K +$215K +5,720 New
DIM
187
DC Investments Management
Virginia
$209K +$209K +5,560 New
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$202K +$202K +5,370 New
WBC
189
Westpac Banking Corp
Australia
$194K – – –
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$192K -$27.8K -740 -13%
CIAS
191
CBIZ Investment Advisory Services
Ohio
$188K – – –
QT
192
Quantbot Technologies
New York
$176K +$176K +4,700 New
JIR
193
James Investment Research
Ohio
$169K – – –
SOADOR
194
State of Alaska Department of Revenue
Alaska
$162K -$149K -3,980 -48%
AG
195
Advisor Group
Arizona
$156K +$20K +530 +15%
LIA
196
LS Investment Advisors
Michigan
$140K – – –
TRCT
197
Tower Research Capital (TRC)
New York
$133K +$129K +3,450 +3,450%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$124K +$12K +320 +11%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$109K – – –
SAM
200
Shell Asset Management
Netherlands
$103K -$27.1K -720 -21%
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8
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