UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

231 hedge funds and large institutions have $2.81B invested in U-Haul Holding Co in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 31 closing their positions.

Holders
231
Holders Change
-9
Holders Change %
-3.75%
% of All Funds
5.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
26
Increased
78
Reduced
76
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$220M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$13.7M
3
CCM
3
Cloverdale Capital Management
Texas
$10.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$38.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$8.39M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$79.4M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$160M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$127M
5
BC
5
Bruce & Co
Illinois
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$269M 710,517 -6,582 -0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$249M 657,490 +6,296 +1%
BlackRock
3
BlackRock
New York
$220M 581,802 +58,861 +11%
ACM
4
Abrams Capital Management
Massachusetts
$212M 561,258 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$182M 479,491 +3,078 +0.6%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$160M 422,666 -34,077 -7%
Principal Financial Group
7
Principal Financial Group
Iowa
$153M 404,566 +74 +0%
Artisan Partners
8
Artisan Partners
Wisconsin
$127M 334,379 -24,214 -7%
State Street
9
State Street
Massachusetts
$87.1M 230,102 +14,398 +7%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$79.4M 209,707 -37,030 -15%
YAM
11
Yacktman Asset Management
Texas
$66.2M 174,912 -3,583 -2%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$66.1M 174,495 -15,529 -8%
BC
13
Bruce & Co
Illinois
$56.6M 149,585 -20,325 -12%
AQR Capital Management
14
AQR Capital Management
Connecticut
$52.3M 138,434 -3,549 -2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$38.6M 101,876 +16,655 +20%
Bank of America
16
Bank of America
North Carolina
$38.3M 101,301 -15,238 -13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.1M 100,687 +8,939 +10%
RP
18
Reinhart Partners
Wisconsin
$36.4M 96,253 +3,252 +3%
TAM
19
Third Avenue Management
New York
$28.3M 74,795 -3,023 -4%
Goldman Sachs
20
Goldman Sachs
New York
$26.7M 70,448 -18,374 -21%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$25.6M 67,979 +173 +0.3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$25.4M 67,218 +5,008 +8%
ICM
23
Indaba Capital Management
California
$24.8M 65,526 -2,192 -3%
Wells Fargo
24
Wells Fargo
California
$23M 60,738 +7,220 +13%
Swiss National Bank
25
Swiss National Bank
Switzerland
$21M 55,470 +6,700 +14%
1
2 3 4 5