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U-Haul Holding Co
UHAL

Overview Fund Activity

252 hedge funds and large institutions have $2.48B invested in U-Haul Holding Co in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 31 closing their positions.

Holders
252
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
5.78%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
30
Increased
101
Reduced
67
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Abrams Capital Management
Massachusetts
$170M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$211M
3
SIC
3
Schwartz Investment Counsel
Michigan
$15.7M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$122M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$106M

Top Sellers

1
GCM
1
Gruss Capital Management
New York
$0
2
NM
2
Newtyn Management
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.38M
5
SCA
5
Secor Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$242M 700,276 +13,775 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$211M 610,902 +81,572 +15%
ACM
3
Abrams Capital Management
Massachusetts
$170M 492,044 +97,434 +25%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$140M 406,626 -5,192 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$140M 404,294 -3,364 -0.8%
First Manhattan
6
First Manhattan
New York
$125M 362,592 -6,805 -2%
Artisan Partners
7
Artisan Partners
Wisconsin
$122M 354,698 +37,960 +12%
Principal Financial Group
8
Principal Financial Group
Iowa
$106M 307,703 +36,348 +13%
BlackRock
9
BlackRock
New York
$104M 300,868 +2,728 +0.9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$80.2M 231,997 +23,661 +11%
BC
11
Bruce & Co
Illinois
$64.2M 185,969 – –
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$49.5M 143,315 +3,586 +3%
HSC
13
Harbor Spring Capital
New York
$46.2M 134,000 +8,000 +6%
State Street
14
State Street
Massachusetts
$45.9M 132,981 -1,220 -0.9%
Goldman Sachs
15
Goldman Sachs
New York
$44.2M 127,944 +3,930 +3%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$43M 124,548 -707 -0.6%
NC
17
Nicholas Company
Wisconsin
$41.2M 119,301 -3,060 -3%
Bank of America
18
Bank of America
North Carolina
$32.2M 93,275 +7,913 +9%
TAM
19
Third Avenue Management
New York
$30.1M 87,224 +31,938 +58%
RP
20
Reinhart Partners
Wisconsin
$29.9M 86,513 +23,103 +36%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$28.2M 81,767 -710 -0.9%
Wells Fargo
22
Wells Fargo
California
$27.4M 79,424 -1,534 -2%
USAA
23
United Services Automobile Association
Texas
$27M 78,329 +10,429 +15%
Morgan Stanley
24
Morgan Stanley
New York
$25.4M 73,587 +14,959 +26%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$23M 66,631 +2,912 +5%
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