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U-Haul Holding Co
UHAL

Overview Fund Activity

230 hedge funds and large institutions have $2.42B invested in U-Haul Holding Co in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
5.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
24
Increased
98
Reduced
69
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$163M
2
ICM
Indaba Capital Management
California
$23.9M
3
YAM
Yacktman Asset Management
Texas
$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$230M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$74M

Top Sellers

1
HSC
Harbor Spring Capital
New York
$0
2
First Manhattan
First Manhattan
New York
$8.3M
3
SI
Scout Investments
Missouri
$0
4
CTA
Carillon Tower Advisers
Florida
$0
5
Artisan Partners
Artisan Partners
Wisconsin
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
201
Fuller & Thaler Asset Management
California
$12K – – –
FPFS
202
First Personal Financial Services
North Carolina
$12K +$5.84K +180 +95%
SFG
203
SevenBridge Financial Group
Pennsylvania
$11K – – –
PCG
204
Private Capital Group
Connecticut
$11K – – –
SWM
205
SeaCrest Wealth Management
New York
$10K – – –
S
206
SignatureFD
Georgia
$10K +$3.87K +120 +63%
FHA
207
Flagship Harbor Advisors
Massachusetts
$9K -$333 -10 -4%
CFD
208
Creative Financial Designs
Indiana
$9K – – –
CIA
209
Cascade Investment Advisors
Oregon
$8.2K – – –
MI
210
Markston International
New York
$8K – – –
ASN
211
Advisory Services Network
Georgia
$7K -$38.2K -1,200 -85%
RFC
212
Regions Financial Corp
Alabama
$7K -$28.6K -900 -80%
IA
213
IFP Advisors
Florida
$6K +$1.41K +40 +31%
AAMU
214
Amundi Asset Management US
Massachusetts
$4.88K +$320 +9,750 +7%
MIM
215
MetLife Investment Management
New Jersey
$3.28K – – –
GRP
216
Global Retirement Partners
California
$3K – – –
OAJ
217
Ogorek Anthony Joseph
New York
$3K – – –
DBT
218
Dubuque Bank & Trust
Iowa
$3K – – –
VFA
219
Valeo Financial Advisors
Indiana
$3K +$750 +20 +33%
CFA
220
Carroll Financial Associates
North Carolina
$3K +$1.2K +40 +67%
EARNEST Partners
221
EARNEST Partners
Georgia
$2K – – –
CA
222
Claro Advisors
Massachusetts
$2K +$2K +50 New
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +60 New
PAMU
224
Pictet Asset Management (UK)
United Kingdom
$1.05K +$23 +700 +2%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
7 8
9
10 11