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U-Haul Holding Co
UHAL

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in U-Haul Holding Co in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
31
Increased
61
Reduced
53
Closed
16
Calls
$10.4M
Puts
$12.4M
Net Calls
-$2.04M
Net Calls Change
-$1.75M

Top Buyers

1
AIMCA
1
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.57M
2
KA
2
Kerrisdale Advisers
Florida
$27M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$6.66M
4
Axa
4
Axa
France
$10.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$68M

Top Sellers

1
NI
1
Numeric Investors
Massachusetts
$366K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.86M
3
Northern Trust
3
Northern Trust
Illinois
$18M
4
AR
4
Advisory Research
Illinois
$47M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Cadence Capital Management
Massachusetts
$9.15M +$245K +13,320 +3%
BFA
27
BlackRock Fund Advisors
California
$9.05M +$113K +6,150 +1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$8.36M +$1.55M +84,220 +23%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$8.21M +$516K +28,000 +7%
TA
30
Teachers Advisors
New York
$7.8M -$4.46M -242,500 -36%
Charles Schwab
31
Charles Schwab
California
$7.7M +$1.04M +55,400 +16%
Prudential Financial
32
Prudential Financial
New Jersey
$7.44M +$2.7M +146,500 +57%
NFA
33
Nationwide Fund Advisors
Ohio
$7.02M +$4.33M +235,240 +161%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$6.96M -$5.89K -320 -0.1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$6.86M -$11.2M -610,990 -62%
OCM
36
Oskie Capital Management
New York
$6.74M +$184K +10,000 +3%
First Trust Advisors
37
First Trust Advisors
Illinois
$6.66M +$6.66M +361,670 New
Wells Fargo
38
Wells Fargo
California
$6.25M -$550K -29,890 -8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$5.9M -$1.21M -65,980 -17%
CCMH
40
Cornerstone Capital Management Holdings
New York
$5.87M +$3.52M +191,170 +150%
QBFM
41
QS Batterymarch Financial Management
New York
$5.86M – – –
PFC
42
Phocas Financial Corp
California
$5.83M +$33.9K +1,840 +0.6%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$5.52M -$36.8K -2,000 -0.7%
PCP
44
Perimeter Capital Partners
Georgia
$5.25M +$553K +30,020 +12%
Invesco
45
Invesco
Georgia
$5.25M -$132K -7,160 -2%
FQ
46
First Quadrant
California
$5.19M -$10.1K -550 -0.2%
Millennium Management
47
Millennium Management
New York
$5.07M +$3M +162,680 +144%
CGI
48
CI Global Investments
California
$4.97M +$4.97M +270,000 New
CS
49
Credit Suisse
Switzerland
$4.66M +$1.3M +70,480 +39%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$4.42M -$73.7K -4,000 -2%
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