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U-Haul Holding Co
UHAL

Overview Fund Activity

170 hedge funds and large institutions have $1.54B invested in U-Haul Holding Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 83 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
83
Closed
12
Calls
$4.8M
Puts
$5.23M
Net Calls
-$426K
Net Calls Change
-$2.91M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$65.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$63.2M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$53.7M
4
MP
4
Manikay Partners
New York
$28.4M
5
MCM
5
McKinley Capital Management
Alaska
$5.57M

Top Sellers

1
CGI
1
CI Global Investments
California
$0
2
SFM
2
Systematic Financial Management
New Jersey
$17.3M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$13.6M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$32.2M
5
ICM
5
ISZO Capital Management
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$15.7M +$4.61M +162,180 +42%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$15.3M +$171K +6,000 +1%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$14.5M -$1.84M -64,700 -11%
Wells Fargo
29
Wells Fargo
California
$14.2M -$143K -5,030 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$13.9M +$530K +18,640 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$13.6M -$4.18M -146,950 -24%
Prudential Financial
32
Prudential Financial
New Jersey
$12.9M +$56.9K +2,000 +0.4%
PFC
33
Phocas Financial Corp
California
$11.6M -$464K -16,330 -4%
Invesco
34
Invesco
Georgia
$11.6M +$267K +9,400 +2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$11.4M -$87.8K -3,000 -0.8%
ICM
36
ISZO Capital Management
New York
$10.3M -$3.95M -138,900 -28%
Morgan Stanley
37
Morgan Stanley
New York
$10.1M -$2.46M -86,450 -20%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.41M -$424K -14,930 -5%
Northern Trust
39
Northern Trust
Illinois
$8.27M -$2.67M -93,990 -24%
SCM
40
Sandler Capital Management
New York
$7.86M -$1.95M -68,500 -20%
FQ
41
First Quadrant
California
$7.32M -$341K -12,000 -4%
CCMH
42
Cornerstone Capital Management Holdings
New York
$6.88M -$2.37M -83,490 -26%
PAIM
43
Punch & Associates Investment Management
Minnesota
$6.41M +$41.5K +1,460 +0.7%
ACA
44
Apis Capital Advisors
New York
$6.33M +$6.33M +222,700 New
MCM
45
McKinley Capital Management
Alaska
$5.57M +$5.57M +195,900 New
DCM
46
Driehaus Capital Management
Illinois
$5.49M +$216K +7,610 +4%
Goldman Sachs
47
Goldman Sachs
New York
$5.06M +$1.51M +53,280 +43%
QI
48
QS Investors
New York
$4.95M +$4.95M +174,200 New
DA
49
Denali Advisors
California
$4.92M -$2.79M -98,000 -36%
AWCI
50
Alpine Woods Capital Investors
New York
$4.61M – – –
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