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U-Haul Holding Co
UHAL

Overview Fund Activity

166 hedge funds and large institutions have $1.59B invested in U-Haul Holding Co in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
23
Increased
51
Reduced
74
Closed
22
Calls
$14.2M
Puts
$12.9M
Net Calls
+$1.37M
Net Calls Change
+$9.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.6M
2
Norges Bank
2
Norges Bank
Norway
$54.5M
3
RHBC
3
R.H. Bluestein & Co
Michigan
$35.1M
4
MP
4
Manikay Partners
New York
$17.2M
5
NFA
5
Nationwide Fund Advisors
Ohio
$10.8M

Top Sellers

1
KAM
1
Keeley Asset Management
Illinois
$6.93M
2
KA
2
Kerrisdale Advisers
Florida
$27.1M
3
Axa
3
Axa
France
$5.03M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$279M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$15.8M -$832K -28,620 -5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$15.3M +$1.45M +50,000 +11%
BFA
28
BlackRock Fund Advisors
California
$14.6M +$169K +5,820 +1%
ICM
29
ISZO Capital Management
New York
$14.2M +$3.29M +113,000 +30%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$14.1M -$298K -10,260 -2%
FCG
31
FrontFour Capital Group
Connecticut
$11.5M -$5.46M -187,610 -32%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$11.4M -$116K -4,000 -1%
Morgan Stanley
33
Morgan Stanley
New York
$11.3M +$5.91M +203,250 +110%
First Trust Advisors
34
First Trust Advisors
Illinois
$11.2M -$2.56M -88,190 -19%
NFA
35
Nationwide Fund Advisors
Ohio
$10.8M +$10.8M +371,800 New
Invesco
36
Invesco
Georgia
$10.6M +$5.95M +204,620 +127%
SCM
37
Sandler Capital Management
New York
$10.2M -$872K -30,000 -8%
NC
38
Nicholas Company
Wisconsin
$10.2M +$10.2M +349,650 New
TA
39
Teachers Advisors
New York
$10.1M -$1.39M -47,750 -12%
PFC
40
Phocas Financial Corp
California
$9.68M +$1.24M +42,810 +15%
CCMH
41
Cornerstone Capital Management Holdings
New York
$8.85M -$897K -30,870 -9%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$8.62M -$159K -5,480 -2%
Charles Schwab
43
Charles Schwab
California
$8.57M -$3.37M -116,050 -28%
DA
44
Denali Advisors
California
$8.29M +$1.8M +62,000 +28%
QBFM
45
QS Batterymarch Financial Management
New York
$8.02M -$378K -13,000 -5%
FQ
46
First Quadrant
California
$7.87M – – –
KAM
47
Keeley Asset Management
Illinois
$6.93M -$41M -1,410,850 -86%
CGI
48
CI Global Investments
California
$5.82M -$2.18M -75,000 -27%
PAIM
49
Punch & Associates Investment Management
Minnesota
$5.04M -$7.27K -250 -0.1%
Axa
50
Axa
France
$5.03M -$9.38M -322,490 -65%
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