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U-Haul Holding Co
UHAL

Overview Fund Activity

238 hedge funds and large institutions have $2.15B invested in U-Haul Holding Co in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
68
Increased
77
Reduced
70
Closed
28
Calls
$14.8M
Puts
$10.9M
Net Calls
+$3.84M
Net Calls Change
+$7.93M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$32.4M
2
TM
2
Tiger Management
New York
$28M
3
State Street
3
State Street
Massachusetts
$60.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$27.8M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$11.5M

Top Sellers

1
AR
1
Advisory Research
Illinois
$1.13M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$16.2M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$64.4M
4
FCG
4
FrontFour Capital Group
Connecticut
$11.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
26
Freestone Capital Holdings
Washington
$20.8M +$290K +7,450 +1%
SI
27
Scout Investments
Missouri
$19.6M -$43.2K -1,110 -0.2%
WIM
28
Wilen Investment Management
Florida
$17.8M -$1.38M -35,900 -7%
SFM
29
Systematic Financial Management
New Jersey
$17.7M -$2.2M -56,500 -11%
SC
30
Skylands Capital
Wisconsin
$17.6M -$906K -23,250 -5%
Morgan Stanley
31
Morgan Stanley
New York
$17.5M +$5.91M +151,800 +51%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$17.2M -$1.2M -30,910 -7%
ICM
33
ISZO Capital Management
New York
$16.8M +$1.11M +28,500 +7%
LSV Asset Management
34
LSV Asset Management
Illinois
$16.2M -$16.2M -415,550 -50%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$16M +$428K +11,000 +3%
Prudential Financial
36
Prudential Financial
New Jersey
$13.6M -$818K -21,000 -6%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$13.1M -$6.74M -172,910 -34%
Northern Trust
38
Northern Trust
Illinois
$12.6M +$1.74M +44,650 +16%
Allianz Asset Management
39
Allianz Asset Management
Germany
$11.9M +$10.9M +279,700 +1,082%
FCG
40
FrontFour Capital Group
Connecticut
$11.7M -$12.2M -313,140 -51%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$11.5M +$1.68M +43,130 +17%
MPAM
42
Monarch Partners Asset Management
Massachusetts
$11.5M +$11.5M +294,310 New
KA
43
Kerrisdale Advisers
Florida
$11.4M -$5.61M -144,130 -33%
BG
44
BlackRock Group
United Kingdom
$10M +$3.76M +96,420 +60%
PAIM
45
Punch & Associates Investment Management
Minnesota
$9.91M +$1.07M +27,560 +12%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$9.75M -$2.4M -61,650 -20%
JHIU
47
Janus Henderson Investors US
Colorado
$9.35M +$7.44M +191,000 +388%
BIM
48
Bogle Investment Management
Massachusetts
$9.15M +$9.15M +234,850 New
FQ
49
First Quadrant
California
$8.52M -$164K -4,210 -2%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$7.86M +$7.86M +202,520 New
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