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U-Haul Holding Co
UHAL

Overview Fund Activity

165 hedge funds and large institutions have $1.22B invested in U-Haul Holding Co in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-8
Holders Change %
-4.62%
% of All Funds
4.77%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
17
Increased
55
Reduced
75
Closed
22
Calls
$6.66M
Puts
$14.5M
Net Calls
-$7.8M
Net Calls Change
-$4.75M

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$29.9M
2
ICM
2
ISZO Capital Management
New York
$8.7M
3
SCM
3
Sandler Capital Management
New York
$8.84M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$11M
5
State Street
5
State Street
Massachusetts
$27.2M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$20.1M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$4.3M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$11.5M 49,633 +582 +1%
Axa
27
Axa
France
$11.5M 49,549 -6,626 -12%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$11M 47,600 +1,100 +2%
RHBC
29
R.H. Bluestein & Co
Michigan
$11M 47,579 +16,269 +52%
First Trust Advisors
30
First Trust Advisors
Illinois
$11M 47,182 +7,397 +19%
Charles Schwab
31
Charles Schwab
California
$9.53M 41,067 +760 +2%
TA
32
Teachers Advisors
New York
$9.14M 39,356 -9,548 -20%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$9.07M 39,568 -2,300 -5%
SCM
34
Sandler Capital Management
New York
$8.84M 38,100 +28,100 +281%
ICM
35
ISZO Capital Management
New York
$8.7M 37,486 +37,486 New
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$7.79M 33,544 -19,618 -37%
CCMH
37
Cornerstone Capital Management Holdings
New York
$7.79M 33,536 -8,294 -20%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$7.73M 33,300 -3,000 -8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$7.01M 30,197 -2,267 -7%
PFC
40
Phocas Financial Corp
California
$6.73M 29,013 -2,266 -7%
QBFM
41
QS Batterymarch Financial Management
New York
$6.7M 28,880 -500 -2%
CGI
42
CI Global Investments
California
$6.38M 27,500 +10,000 +57%
FQ
43
First Quadrant
California
$6.28M 27,066 -738 -3%
OCM
44
Oskie Capital Management
New York
$5.87M 25,299 -1,523 -6%
DA
45
Denali Advisors
California
$5.18M 22,300 +12,500 +128%
DCM
46
Dupont Capital Management
Delaware
$4.93M 21,258 -3,772 -15%
Morgan Stanley
47
Morgan Stanley
New York
$4.3M 18,533 -34,907 -65%
PAIM
48
Punch & Associates Investment Management
Minnesota
$4.03M 17,357 -224 -1%
AWCI
49
Alpine Woods Capital Investors
New York
$4M 17,250 -50 -0.3%
BCM
50
Bridgeway Capital Management
Texas
$3.97M 17,100 – –
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