We are live on ! Find out more
UHAL icon

U-Haul Holding Co

214 hedge funds and large institutions have $1.78B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 234214 (-20)

15% less capital invested

Capital invested by funds: $2.09B → $1.78B (-$306M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less call options, than puts

Call options by funds: $5.87M | Put options by funds: $7.54M

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
214
Holders Change
-20
Holders Change %
-8.55%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
19
Increased
64
Reduced
84
Closed
37
Calls
$5.87M
Puts
$7.54M
Net Calls
-$1.68M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIM
226
Columbia Partners Investment Management
Virginia
-$873K -23,320 Closed
RJA
227
Raymond James & Associates
Florida
-$849K -22,660 Closed
VAM
228
Visium Asset Management
New York
-$742K -19,790 Closed
Neuberger Berman Group
229
Neuberger Berman Group
New York
-$638K -17,040 Closed
CEP
230
Chicago Equity Partners
Illinois
-$562K -15,000 Closed
C
231
CFO4Life
Texas
-$515K -13,740 Closed
American Century Companies
232
American Century Companies
Missouri
-$501K -13,380 Closed
M&T Bank
233
M&T Bank
New York
-$495K -13,240 Closed
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
-$424K -11,860 Closed
TI
235
Trexquant Investment
Connecticut
-$416K -11,110 Closed
HCM
236
Hodges Capital Management
Texas
-$375K -10,000 Closed
HI
237
HBK Investments
Texas
-$337K -9,000 Closed
CAL
238
Capital Analysts LLC
Pennsylvania
-$265K -7,080 Closed
LPL Financial
239
LPL Financial
California
-$233K -6,250 Closed
IRF
240
IBM Retirement Fund
New York
-$231K -6,180 Closed
QC
241
Quadrature Capital
United Kingdom
-$225K -6,000 Closed
TD Asset Management
242
TD Asset Management
Ontario, Canada
-$225K -6,000 Closed
Two Sigma Investments
243
Two Sigma Investments
New York
-$221K -5,900 Closed
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
-$210K -5,600 Closed
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
-$207K -5,540 Closed
ZIM
246
Zacks Investment Management
Illinois
-$202K -5,400 Closed
SWP
247
Stratos Wealth Partners
Ohio
-$200K -5,340 Closed
MAM
248
Meeder Asset Management
Ohio
-$91K -2,430 Closed
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
-$37K -1,000 Closed
Walleye Trading
250
Walleye Trading
New York
-$14.6K -410 Closed

UHAL Hedge Fund Activity: Q3 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.78B — down 15% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.

The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.

  • 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
  • Funds reported $1.78B of U-Haul Holding Co stock for Q3 2016, down 15% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
  • The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
  • The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2016.