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U-Haul Holding Co
UHAL

Overview Fund Activity

237 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.43%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
23
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$144M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$73M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$157M
4
State Street
4
State Street
Massachusetts
$64.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$233M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$46.4M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$58.1M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$142M
4
FTIOP
4
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
5
AA
5
Ancient Art
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M 672,973 +12,683 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$233M 653,671 +25,438 +4%
ACM
3
Abrams Capital Management
Massachusetts
$205M 576,045 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$157M 441,294 +34,248 +8%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$153M 429,456 +2,744 +0.6%
Principal Financial Group
6
Principal Financial Group
Iowa
$144M 403,532 +72,568 +22%
Artisan Partners
7
Artisan Partners
Wisconsin
$142M 398,044 -13,821 -3%
BlackRock
8
BlackRock
New York
$136M 381,896 +16,020 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$73M 204,773 +38,605 +23%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$66.9M 187,540 +15 +0%
State Street
11
State Street
Massachusetts
$64.1M 179,749 +33,925 +23%
BC
12
Bruce & Co
Illinois
$64.1M 179,610 -6,509 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$58.1M 162,977 -51,813 -24%
YAM
14
Yacktman Asset Management
Texas
$46.7M 130,889 +10,636 +9%
First Manhattan
15
First Manhattan
New York
$46.4M 130,165 -186,111 -59%
Goldman Sachs
16
Goldman Sachs
New York
$45.7M 128,047 -1,258 -1%
HSC
17
Harbor Spring Capital
New York
$41.4M 116,000 -10,000 -8%
Bank of America
18
Bank of America
North Carolina
$38.8M 108,893 +10,827 +11%
RP
19
Reinhart Partners
Wisconsin
$34.2M 95,782 +1,437 +2%
TAM
20
Third Avenue Management
New York
$31.3M 87,659 +221 +0.3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$29.2M 81,901 +6,706 +9%
Morgan Stanley
22
Morgan Stanley
New York
$28.7M 80,471 +1,482 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$26.3M 73,778 +6,183 +9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$26.1M 74,357 -460 -0.6%
USAA
25
United Services Automobile Association
Texas
$24M 67,414 -1,695 -2%
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