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U-Haul Holding Co
UHAL

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in U-Haul Holding Co in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
19
Increased
59
Reduced
63
Closed
19
Calls
$8.64M
Puts
$6.16M
Net Calls
+$2.49M
Net Calls Change
+$1.12M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$36M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$10.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$16.4M
4
BIT
4
BlackRock Institutional Trust
California
$49.7M
5
FCG
5
FrontFour Capital Group
Connecticut
$16M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$24.5M
2
Northern Trust
2
Northern Trust
Illinois
$10.1M
3
JIR
3
James Investment Research
Ohio
$45M
4
TA
4
Teachers Advisors
New York
$1.43M
5
NFA
5
Nationwide Fund Advisors
Ohio
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
26
Wilen Investment Management
Florida
$14.5M 563,220 – –
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$13.9M 532,000 +6,000 +1%
BFA
28
BlackRock Fund Advisors
California
$13.5M 515,080 +12,790 +3%
Wells Fargo
29
Wells Fargo
California
$13.3M 506,040 -125,940 -20%
ICM
30
ISZO Capital Management
New York
$13.1M 501,130 +13,270 +3%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$12.4M 471,830 -14,240 -3%
Prudential Financial
32
Prudential Financial
New Jersey
$11.9M 453,470 -91,180 -17%
Morgan Stanley
33
Morgan Stanley
New York
$11.6M 442,260 +53,680 +14%
PFC
34
Phocas Financial Corp
California
$11.1M 425,560 +92,620 +28%
Invesco
35
Invesco
Georgia
$10.5M 399,200 +33,630 +9%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$10.3M 391,680 – –
AQR Capital Management
37
AQR Capital Management
Connecticut
$10.2M 388,820 +282,000 +264%
Northern Trust
38
Northern Trust
Illinois
$10.1M 384,990 -641,270 -62%
SCM
39
Sandler Capital Management
New York
$9.03M 344,870 -6,130 -2%
CCMH
40
Cornerstone Capital Management Holdings
New York
$8.53M 325,600 +21,110 +7%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.14M 310,910 +14,420 +5%
CGI
42
CI Global Investments
California
$7.2M 275,000 +75,000 +38%
DA
43
Denali Advisors
California
$7.1M 271,000 -14,000 -5%
FQ
44
First Quadrant
California
$7.06M 269,470 -1,190 -0.4%
Charles Schwab
45
Charles Schwab
California
$6.86M 262,080 -32,540 -11%
PAIM
46
Punch & Associates Investment Management
Minnesota
$5.87M 224,160 +50,840 +29%
QBFM
47
QS Batterymarch Financial Management
New York
$4.98M 190,300 -85,500 -31%
DCM
48
Driehaus Capital Management
Illinois
$4.86M 185,630 +70,090 +61%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.3M 164,000 – –
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$4.25M 162,430 +10,350 +7%
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