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U-Haul Holding Co
UHAL

Overview Fund Activity

243 hedge funds and large institutions have $2.13B invested in U-Haul Holding Co in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 35 closing their positions.

Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
5.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
89
Reduced
75
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP
1
JNE Partners
United Kingdom
$23.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
YAM
3
Yacktman Asset Management
Texas
$64.4M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$68.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WQ
1
Wealth Quarterback
New Jersey
$145K
2
TCM
2
Tran Capital Management
California
$2.66M
3
LHC
3
Lodge Hill Capital
New York
$0
4
EAM
4
Erste Asset Management
Austria
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$235M 809,808 +25,934 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M 660,073 +51,542 +8%
BlackRock
3
BlackRock
New York
$189M 652,190 -1,902 -0.3%
ACM
4
Abrams Capital Management
Massachusetts
$163M 561,258 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$135M 466,205 -1,306 -0.3%
Principal Financial Group
6
Principal Financial Group
Iowa
$116M 399,954 -8,462 -2%
Artisan Partners
7
Artisan Partners
Wisconsin
$81.3M 279,708 -27,644 -9%
State Street
8
State Street
Massachusetts
$69.6M 239,479 -10,148 -4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$68.1M 234,488 +37,451 +19%
YAM
10
Yacktman Asset Management
Texas
$64.4M 221,557 +44,017 +25%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$61.6M 212,147 +13,223 +7%
BC
12
Bruce & Co
Illinois
$41.7M 143,352 – –
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$41.1M 141,564 +3,663 +3%
RP
14
Reinhart Partners
Wisconsin
$36.7M 126,336 +11,562 +10%
AQR Capital Management
15
AQR Capital Management
Connecticut
$34M 116,882 -27,983 -19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31.3M 107,662 +2,228 +2%
Bank of America
17
Bank of America
North Carolina
$28.1M 96,668 -5,409 -5%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$27.6M 94,872 -15,848 -14%
JP
19
JNE Partners
United Kingdom
$23.4M 80,600 +80,600 New
TAM
20
Third Avenue Management
New York
$21.4M 73,601 -6,644 -8%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$21M 72,437 -900 -1%
Charles Schwab
22
Charles Schwab
California
$18.7M 64,417 +5,641 +10%
Swiss National Bank
23
Swiss National Bank
Switzerland
$18.3M 63,070 +8,100 +15%
Northern Trust
24
Northern Trust
Illinois
$17.9M 61,660 +3,014 +5%
Goldman Sachs
25
Goldman Sachs
New York
$17.1M 58,827 -27,958 -32%
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