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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.

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

Top Sellers

1
HSC
1
Harbor Spring Capital
New York
$0
2
First Manhattan
2
First Manhattan
New York
$8.3M
3
SI
3
Scout Investments
Missouri
$0
4
CTA
4
Carillon Tower Advisers
Florida
$0
5
Artisan Partners
5
Artisan Partners
Wisconsin
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$230M 702,282 +29,309 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$214M 652,935 -736 -0.1%
ACM
3
Abrams Capital Management
Massachusetts
$189M 576,045 – –
BlackRock
4
BlackRock
New York
$163M 495,926 +114,030 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$151M 460,746 +19,452 +4%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M 442,869 +13,413 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$133M 406,449 +2,917 +0.7%
Artisan Partners
8
Artisan Partners
Wisconsin
$120M 365,514 -32,530 -8%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$74M 225,619 +20,846 +10%
State Street
10
State Street
Massachusetts
$62.8M 191,169 +11,420 +6%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$62M 189,017 +1,477 +0.8%
BC
12
Bruce & Co
Illinois
$57.9M 176,410 -3,200 -2%
YAM
13
Yacktman Asset Management
Texas
$54.4M 165,779 +34,890 +27%
AQR Capital Management
14
AQR Capital Management
Connecticut
$44.7M 136,346 -26,631 -16%
Bank of America
15
Bank of America
North Carolina
$38.3M 116,868 +7,975 +7%
Goldman Sachs
16
Goldman Sachs
New York
$35.9M 109,378 -18,669 -15%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$32.2M 98,234 +16,333 +20%
RP
18
Reinhart Partners
Wisconsin
$29.7M 90,575 -5,207 -5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$28.8M 87,848 +14,070 +19%
TAM
20
Third Avenue Management
New York
$27.7M 84,274 -3,385 -4%
ICM
21
Indaba Capital Management
California
$23.9M 72,777 +72,777 New
Morgan Stanley
22
Morgan Stanley
New York
$23.8M 72,401 -8,070 -10%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$22.2M 67,544 -6,813 -9%
USAA
24
United Services Automobile Association
Texas
$20.9M 63,708 -3,706 -5%
Northern Trust
25
Northern Trust
Illinois
$17.4M 53,147 +3,550 +7%
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