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U-Haul Holding Co
UHAL

Overview Fund Activity

240 hedge funds and large institutions have $2.01B invested in U-Haul Holding Co in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
33
Increased
92
Reduced
75
Closed
28
Calls
$8.73M
Puts
$6.06M
Net Calls
+$2.67M
Net Calls Change
-$1.17M

Top Buyers

1
JIR
1
James Investment Research
Ohio
$72.5M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
AA
3
Ancient Art
Texas
$53.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$90.4M
5
CRCM
5
Cat Rock Capital Management
Connecticut
$15.5M

Top Sellers

1
ICM
1
ISZO Capital Management
New York
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$313M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$25.7M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
226
Geode Capital Management
Massachusetts
$16.4K +$542 +15,180 +3%
WA
227
WFG Advisors
Texas
$15K – – –
Toronto Dominion Bank
228
Toronto Dominion Bank
Ontario, Canada
$15K +$15K +430 New
CF
229
CenterStar Fund
Illinois
$14K -$155K – –
Fuller & Thaler Asset Management
230
Fuller & Thaler Asset Management
California
$13K -$131K -3,640 -91%
TRCT
231
Tower Research Capital (TRC)
New York
$13K +$13K +370 New
SAMC
232
Shinko Asset Management Company
Japan
$8K – – –
Acadian Asset Management
233
Acadian Asset Management
Massachusetts
$4K -$88.3K -2,650 -96%
AA
234
Apriem Advisors
California
$4K – – –
PCP
235
Proficio Capital Partners
Massachusetts
$3K -$1.29K -30 -30%
IWM
236
Integrated Wealth Management
California
$3K – – –
HIM
237
Hillsdale Investment Management
Ontario, Canada
$2K – – –
PMFA
238
Plante Moran Financial Advisors
Michigan
$1K -$20.3K -810 -95%
US Bancorp
239
US Bancorp
Minnesota
$1K -$8K -240 -89%
ASN
240
Advisory Services Network
Georgia
$1K – – –
QI
241
QS Investors
New York
$1K +$500 +10 +100%
ICM
242
ISZO Capital Management
New York
– -$16.8M -430,740 Closed
Lord, Abbett & Co
243
Lord, Abbett & Co
New Jersey
– -$13.1M -336,730 Closed
BIM
244
Bogle Investment Management
Massachusetts
– -$9.15M -234,850 Closed
AAMU
245
Amundi Asset Management US
Massachusetts
– -$7.55M -193,860 Closed
RFWA
246
RPg Family Wealth Advisory
Massachusetts
– -$4.23M -108,540 Closed
PFC
247
Phocas Financial Corp
California
– -$2.89M -74,310 Closed
HMS
248
Hanseatic Management Services
New Mexico
– -$2.87M -73,560 Closed
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
– -$2.34M -60,000 Closed
ERIM
250
Eagle Ridge Investment Management
Connecticut
– -$1.52M -39,000 Closed
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10
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