UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
4.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tran Capital Management
California
$20.6M
2
BlackRock
2
BlackRock
New York
$246M
3
LHC
3
Lodge Hill Capital
New York
$11.2M
4
RP
4
Reinhart Partners
Wisconsin
$43.1M
5
SI
5
Scout Investments
Missouri
$27.6M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.8M
2
ICM
2
Indaba Capital Management
California
$0
3
ISL
3
Ingalls & Snyder LLC
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$32.6M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$74.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$295M 783,874 +17,293 +2%
BlackRock
2
BlackRock
New York
$246M 654,092 +38,355 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$229M 608,531 -5,523 -0.9%
ACM
4
Abrams Capital Management
Massachusetts
$211M 561,258 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$176M 467,511 -2,438 -0.5%
Principal Financial Group
6
Principal Financial Group
Iowa
$153M 408,416 -5,240 -1%
Artisan Partners
7
Artisan Partners
Wisconsin
$116M 307,352 -6,963 -2%
State Street
8
State Street
Massachusetts
$93.9M 249,627 +9,604 +4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.8M 198,924 -172,455 -46%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$74.1M 197,037 -11,140 -5%
YAM
11
Yacktman Asset Management
Texas
$66.7M 177,540 -709 -0.4%
AQR Capital Management
12
AQR Capital Management
Connecticut
$54.2M 144,865 +10,070 +7%
BC
13
Bruce & Co
Illinois
$53.9M 143,352 -6,233 -4%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$51.8M 137,901 +415 +0.3%
RP
15
Reinhart Partners
Wisconsin
$43.1M 114,774 +17,880 +18%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$41.6M 110,720 +5,682 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$39.6M 105,434 +4,796 +5%
Bank of America
18
Bank of America
North Carolina
$38.4M 102,077 +981 +1%
Goldman Sachs
19
Goldman Sachs
New York
$32.6M 86,785 -13,417 -13%
TAM
20
Third Avenue Management
New York
$30.2M 80,245 +4,866 +6%
SI
21
Scout Investments
Missouri
$27.6M 73,561 +17,535 +31%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$27.6M 73,337 -4,099 -5%
Charles Schwab
23
Charles Schwab
California
$22.1M 58,776 +1,604 +3%
Northern Trust
24
Northern Trust
Illinois
$22M 58,646 -1,172 -2%
SFM
25
Systematic Financial Management
New Jersey
$21.2M 56,316 +8,690 +18%
1
2 3 4 5