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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.

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 %
RIA
201
Realta Investment Advisors
Delaware
$9K +$9K +240 New
UCFA
202
United Capital Financial Advisors
Texas
$8K +$8K +210 New
GSWM
203
Golden State Wealth Management
California
$7K – – –
TF
204
TimeScale Financial
Massachusetts
$6K +$6K +150 New
PA
205
Parallel Advisors
California
$5K +$385 +10 +8%
TRCT
206
Tower Research Capital (TRC)
New York
$4K -$272K -6,790 -99%
S
207
SignatureFD
Georgia
$4K -$4.73K -130 -54%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
LWA
209
Lenox Wealth Advisors
New York
$4K +$4K +90 New
VFA
210
Valeo Financial Advisors
Indiana
$3K – – –
CFA
211
Carroll Financial Associates
North Carolina
$3K – – –
OAJ
212
Ogorek Anthony Joseph
New York
$3K – – –
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
EARNEST Partners
214
EARNEST Partners
Georgia
$2K – – –
PWMG
215
Prestige Wealth Management Group
New Jersey
$2K +$2K +50 New
IA
216
IFP Advisors
Florida
$1K +$1K +30 New
GT
217
Glenmede Trust
Pennsylvania
$101 – – –
USAA
218
United Services Automobile Association
Texas
– -$19.4M -512,920 Closed
CCM
219
Cloverdale Capital Management
Texas
– -$10.8M -284,430 Closed
Nordea Investment Management
220
Nordea Investment Management
Sweden
– -$7.34M -193,830 Closed
EIP
221
Epoch Investment Partners
New York
– -$6.13M -161,930 Closed
Allianz Asset Management
222
Allianz Asset Management
Germany
– -$3.02M -79,830 Closed
FQ
223
First Quadrant
California
– -$2.74M -72,430 Closed
MLIC
224
Mandatum Life Insurance Company
Finland
– -$2.64M -69,750 Closed
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
– -$2.31M -60,970 Closed
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