UHAL icon

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 %
GT
201
Glenmede Trust
Pennsylvania
$101K +$3.74K +100 +4%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$80.8K +$376 +10 +0.5%
US Bancorp
203
US Bancorp
Minnesota
$78K +$15.1K +400 +24%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$66K – – –
AIG
205
American International Group
New York
$52K -$1.88K -50 -3%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$51K – – –
LS
207
Livforsakringsbolaget Skandia
Sweden
$38K – – –
AIM
208
AIA Investment Management
Singapore
$38K – – –
BCV
209
Banque Cantonale Vaudoise
Switzerland
$38K +$38K +1,000 New
FHA
210
First Horizon Advisors
Tennessee
$29K – – –
TF
211
Tompkins Financial
New York
$19K +$19K +500 New
CIA
212
CSat Investment Advisory
Michigan
$18K +$2.25K +60 +14%
ASN
213
Advisory Services Network
Georgia
$15K – – –
ACM
214
Allred Capital Management
Texas
$14.3K +$14.3K +380 New
Fuller & Thaler Asset Management
215
Fuller & Thaler Asset Management
California
$14K – – –
PCG
216
Private Capital Group
Connecticut
$12K – – –
EW
217
Evoke Wealth
California
$11.3K – – –
AWA
218
Arkadios Wealth Advisors
Georgia
$10.4K +$10.4K +300 New
CIA
219
Cascade Investment Advisors
Oregon
$9.4K -$33.8K -900 -78%
RIA
220
Realta Investment Advisors
Delaware
$9K – – –
FHA
221
Flagship Harbor Advisors
Massachusetts
$5K -$6.67K -160 -57%
PA
222
Parallel Advisors
California
$5K – – –
TF
223
TimeScale Financial
Massachusetts
$5K – – –
EWP
224
Engrave Wealth Partners
Texas
$5K +$5K +140 New
MAM
225
Meeder Asset Management
Ohio
$4K -$4K -110 -50%
7 8
9
10 11