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U-Haul Holding Co
UHAL

167 hedge funds and large institutions have $1.73B invested in U-Haul Holding Co in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1% more funds holding

Funds holding: 166 → 167 (+1)

2% less capital invested

Capital invested by funds: $1.77B → $1.73B (-$32.6M)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

39% less call options, than puts

Call options by funds: $882K | Put options by funds: $1.44M

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.3%
New
25
Increased
57
Reduced
70
Closed
22
Calls
$882K
Puts
$1.44M
Net Calls
-$557K
Net Calls Change
-$1.71M

Top Buyers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
+$25.1M
2
AA
Ancient Art
Texas
+$21.6M
3
MP
Mangrove Partners
Connecticut
+$8.12M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.59M
5
HCMT
Highland Capital Management (Tennessee)
Tennessee
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$11.4M
2
LSV Asset Management
LSV Asset Management
Illinois
-$10.7M
3
Morgan Stanley
Morgan Stanley
New York
-$6.54M
4
SCM
Sandler Capital Management
New York
-$6.04M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$17.9M -$948K -29,000 -5%
FCH
27
Freestone Capital Holdings
Washington
$17.5M -$558K -17,090 -3%
WIM
28
Wilen Investment Management
Florida
$17.1M -$404K -12,360 -2%
Renaissance Technologies
29
Renaissance Technologies
New York
$16.8M -$3.95M -121,000 -19%
Prudential Financial
30
Prudential Financial
New Jersey
$16.7M +$817K +25,000 +5%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$16.4M -$524K -16,040 -3%
Invesco
32
Invesco
Georgia
$15.4M -$811K -24,820 -5%
PFC
33
Phocas Financial Corp
California
$14.9M -$477K -14,600 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$14.7M -$61.1K -1,870 -0.4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$13.4M +$697K +21,320 +5%
ICM
36
ISZO Capital Management
New York
$12.4M +$589K +18,010 +5%
Northern Trust
37
Northern Trust
Illinois
$10.6M +$872K +26,690 +9%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$10.3M +$313K +9,590 +3%
Goldman Sachs
39
Goldman Sachs
New York
$9.06M +$1.58M +48,430 +21%
ACA
40
Apis Capital Advisors
New York
$8.59M +$601K +18,400 +8%
MP
41
Mangrove Partners
Connecticut
$8.12M +$8.12M +248,490 New
FQ
42
First Quadrant
California
$7.51M -$628K -19,230 -8%
DCM
43
Driehaus Capital Management
Illinois
$7.28M -$798K -24,430 -10%
PAIM
44
Punch & Associates Investment Management
Minnesota
$7.27M -$130K -3,980 -2%
Morgan Stanley
45
Morgan Stanley
New York
$7.1M -$6.54M -200,250 -48%
Charles Schwab
46
Charles Schwab
California
$6.41M +$577K +17,670 +10%
AWCI
47
Alpine Woods Capital Investors
New York
$5.63M +$32.7K +1,000 +0.6%
MCM
48
McKinley Capital Management
Alaska
$5.6M -$196K -6,000 -3%
Millennium Management
49
Millennium Management
New York
$5.33M +$694K +21,250 +15%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$5.05M +$1.98M +60,720 +65%
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UHAL Hedge Fund Activity: Q2 2015 in Review

167 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2015, worth a combined $1.73B — down 1.8% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UHAL positions and 22 closed out — a net gain of 3 holders — while 57 added to existing stakes and 70 trimmed.

The largest buyer was Nicholas Company, adding an estimated $25.1M. The largest seller was James Investment Research, cutting an estimated $11.4M.

  • 167 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2015, up from 166 in Q1 2015.
  • Funds reported $1.73B of U-Haul Holding Co stock for Q2 2015, down 1.8% quarter-over-quarter.
  • 25 funds opened new U-Haul Holding Co positions in Q2 2015 and 22 closed out, a net change of +3 holders.
  • The largest U-Haul Holding Co buyer in Q2 2015 was Nicholas Company, an estimated $25.1M added.
  • The largest U-Haul Holding Co seller in Q2 2015 was James Investment Research, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2015.