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U-Haul Holding Co

214 hedge funds and large institutions have $1.78B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 234214 (-20)

15% less capital invested

Capital invested by funds: $2.09B → $1.78B (-$306M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less call options, than puts

Call options by funds: $5.87M | Put options by funds: $7.54M

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
214
Holders Change
-20
Holders Change %
-8.55%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
19
Increased
64
Reduced
84
Closed
37
Calls
$5.87M
Puts
$7.54M
Net Calls
-$1.68M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
26
Freestone Capital Holdings
Washington
$15.3M -$1.37M -38,350 -7%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$15.3M +$16.9M +472,150 New
SI
28
Scout Investments
Missouri
$15.2M -$2.09M -58,530 -11%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$14.9M -$356K -9,980 -2%
Morgan Stanley
30
Morgan Stanley
New York
$14.8M +$11.7M +326,880 +251%
WIM
31
Wilen Investment Management
Florida
$13.9M -$652K -18,260 -4%
SC
32
Skylands Capital
Wisconsin
$11.8M +$330K +9,250 +3%
LSV Asset Management
33
LSV Asset Management
Illinois
$11.5M -$964K -27,000 -7%
Deutsche Bank
34
Deutsche Bank
Germany
$10.3M +$6.34M +177,560 +127%
Northern Trust
35
Northern Trust
Illinois
$10.2M +$24.3K +680 +0.2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$9.7M -$2.29M -64,000 -18%
BG
37
BlackRock Group
United Kingdom
$9.38M +$191K +5,340 +2%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.03M +$5.6M +156,770 +129%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$9.01M +$471K +13,180 +5%
PAIM
40
Punch & Associates Investment Management
Minnesota
$8.28M +$147K +4,120 +2%
CA
41
Claar Advisors
New York
$8.28M
JP Morgan Chase
42
JP Morgan Chase
New York
$7.37M -$2.25M -63,110 -22%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$7.17M -$110K -3,080 -1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$7.12M -$939K -26,280 -11%
FQ
45
First Quadrant
California
$6.66M
MCM
46
McKinley Capital Management
Alaska
$6.57M +$3.09M +86,420 +74%
Swiss National Bank
47
Swiss National Bank
Switzerland
$6.13M -$71.4K -2,000 -1%
Charles Schwab
48
Charles Schwab
California
$6.08M -$159K -4,450 -2%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$5.58M -$92.5K -2,590 -1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$5.54M -$3.25M -91,000 -35%

UHAL Hedge Fund Activity: Q3 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.78B — down 15% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.

The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.

  • 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
  • Funds reported $1.78B of U-Haul Holding Co stock for Q3 2016, down 15% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
  • The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
  • The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2016.