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U-Haul Holding Co
UHAL

Overview Fund Activity

166 hedge funds and large institutions have $1.77B invested in U-Haul Holding Co in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
4.43%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
18
Increased
55
Reduced
70
Closed
22
Calls
$2.48M
Puts
$1.33M
Net Calls
+$1.15M
Net Calls Change
+$1.58M

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$18.3M
2
AA
2
Ancient Art
Texas
$14.9M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$69.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$22.6M
5
MP
5
Manikay Partners
New York
$36.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.05M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$40M
4
KA
4
Kerrisdale Advisers
Florida
$24.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
26
Freestone Capital Holdings
Washington
$18.3M +$17M +514,670 +1,341%
WIM
27
Wilen Investment Management
Florida
$17.7M -$431K -13,260 -2%
Wells Fargo
28
Wells Fargo
California
$17.5M +$955K +28,900 +6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$17.1M +$874K +26,440 +5%
Invesco
30
Invesco
Georgia
$16.4M +$2.92M +88,230 +22%
Prudential Financial
31
Prudential Financial
New Jersey
$16.1M +$1M +30,400 +7%
PFC
32
Phocas Financial Corp
California
$15.6M +$2.06M +62,220 +15%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$14.9M -$1.96M -59,220 -12%
AA
34
Ancient Art
Texas
$14.9M +$14.9M +449,870 New
Morgan Stanley
35
Morgan Stanley
New York
$13.8M +$2.03M +61,560 +17%
ICM
36
ISZO Capital Management
New York
$12M – – –
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$11.4M – – –
Bank of New York Mellon
38
Bank of New York Mellon
New York
$10.1M +$272K +8,220 +3%
Northern Trust
39
Northern Trust
Illinois
$9.79M +$173K +5,250 +2%
SCM
40
Sandler Capital Management
New York
$8.49M -$641K -19,400 -7%
FQ
41
First Quadrant
California
$8.23M -$279K -8,430 -3%
DCM
42
Driehaus Capital Management
Illinois
$8.16M +$1.78M +53,840 +28%
ACA
43
Apis Capital Advisors
New York
$7.98M +$706K +21,600 +10%
Goldman Sachs
44
Goldman Sachs
New York
$7.56M +$1.69M +51,040 +29%
PAIM
45
Punch & Associates Investment Management
Minnesota
$7.48M +$29.1K +880 +0.4%
Charles Schwab
46
Charles Schwab
California
$5.9M +$544K +16,450 +10%
MCM
47
McKinley Capital Management
Alaska
$5.86M -$611K -18,490 -9%
QI
48
QS Investors
New York
$5.74M -$16.5K -500 -0.3%
AWCI
49
Alpine Woods Capital Investors
New York
$5.66M +$297K +9,000 +6%
PPA
50
Parametric Portfolio Associates
Washington
$4.8M -$510K -15,450 -10%
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