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U-Haul Holding Co
UHAL

Overview Fund Activity

173 hedge funds and large institutions have $1.29B invested in U-Haul Holding Co in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
5.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
32
Increased
51
Reduced
73
Closed
18
Calls
$9.91M
Puts
$13M
Net Calls
-$3.05M
Net Calls Change
-$1.01M

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$10.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$15.7M
3
RHBC
3
R.H. Bluestein & Co
Michigan
$7.45M
4
Wells Fargo
4
Wells Fargo
California
$15.1M
5
GF
5
Gerstein Fisher
New York
$6.98M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$37.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.26M
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$4.67M -$2.11M -88,880 -31%
PAIM
52
Punch & Associates Investment Management
Minnesota
$4.18M -$52.8K -2,220 -1%
CGI
53
CI Global Investments
California
$4.16M -$2.26M -95,000 -35%
AWCI
54
Alpine Woods Capital Investors
New York
$4.11M +$939K +39,500 +30%
Two Sigma Investments
55
Two Sigma Investments
New York
$4.07M +$1.82M +76,600 +81%
BCM
56
Bridgeway Capital Management
Texas
$4.07M – – –
PPA
57
Parametric Portfolio Associates
Washington
$3.76M +$2.38K +100 +0.1%
MAA
58
Managed Account Advisors
New Jersey
$3.48M +$517K +21,730 +17%
WCMNY
59
Westchester Capital Management (New York)
New York
$3.21M +$3.21M +135,000 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.16M +$23.8K +1,000 +0.8%
Allianz Asset Management
61
Allianz Asset Management
Germany
$3.04M +$2.2M +92,480 +261%
ZCM
62
Zebra Capital Management
Connecticut
$2.71M -$92.5K -3,890 -3%
CIC
63
Cornercap Investment Counsel
Georgia
$2.64M -$307K -12,900 -10%
PCP
64
Perimeter Capital Partners
Georgia
$2.63M -$4.15M -174,660 -61%
SCM
65
Sandler Capital Management
New York
$2.38M +$1.07M +45,000 +82%
DA
66
Denali Advisors
California
$2.33M +$2.33M +98,000 New
CPIM
67
Columbia Partners Investment Management
Virginia
$2.3M +$1.22M +51,180 +112%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$2.26M -$116K -4,900 -5%
Goldman Sachs
69
Goldman Sachs
New York
$2.26M -$10.5M -442,590 -82%
Millennium Management
70
Millennium Management
New York
$2.23M -$4.32M -181,470 -66%
AQR Capital Management
71
AQR Capital Management
Connecticut
$2.23M -$784K -32,990 -26%
BIM
72
Bogle Investment Management
Massachusetts
$2.2M -$475K -19,960 -18%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.15M -$6.71M -282,240 -76%
CS
74
Credit Suisse
Switzerland
$2.12M -$3.9M -164,030 -65%
BC
75
Burney Company
Virginia
$2M +$351K +14,760 +21%
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