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U-Haul Holding Co
UHAL

Overview Fund Activity

218 hedge funds and large institutions have $2.87B invested in U-Haul Holding Co in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 38 closing their positions.

Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
79
Reduced
73
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M
2
SI
2
Scout Investments
Missouri
$21.9M
3
CTA
3
Carillon Tower Advisers
Florida
$15.1M
4
BlackRock
4
BlackRock
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$39.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$240M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$53.6M
5
CCM
5
Cloverdale Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M 766,581 +56,064 +8%
BlackRock
2
BlackRock
New York
$240M 615,737 +33,935 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$240M 614,054 -43,436 -7%
ACM
4
Abrams Capital Management
Massachusetts
$219M 561,258 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M 469,949 -9,542 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$161M 413,656 +9,090 +2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M 371,379 -51,287 -12%
Artisan Partners
8
Artisan Partners
Wisconsin
$123M 314,315 -20,064 -6%
State Street
9
State Street
Massachusetts
$93.6M 240,023 +9,921 +4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$81.2M 208,177 -1,530 -0.7%
YAM
11
Yacktman Asset Management
Texas
$69.5M 178,249 +3,337 +2%
BC
12
Bruce & Co
Illinois
$58.3M 149,585 – –
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$53.6M 137,486 -37,009 -21%
AQR Capital Management
14
AQR Capital Management
Connecticut
$52.6M 134,795 -3,639 -3%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$41M 105,038 +3,162 +3%
Bank of America
16
Bank of America
North Carolina
$39.4M 101,096 -205 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$39.2M 100,638 -49 -0%
Goldman Sachs
18
Goldman Sachs
New York
$39.1M 100,202 +29,754 +42%
RP
19
Reinhart Partners
Wisconsin
$37.8M 96,894 +641 +0.7%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$30.2M 77,436 +10,218 +15%
TAM
21
Third Avenue Management
New York
$29.4M 75,379 +584 +0.8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$24.7M 62,843 -5,136 -8%
ICM
23
Indaba Capital Management
California
$24.3M 62,301 -3,225 -5%
Wells Fargo
24
Wells Fargo
California
$23.6M 60,439 -299 -0.5%
Northern Trust
25
Northern Trust
Illinois
$23.3M 59,818 +5,320 +10%
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