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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.

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 %
AAMU
51
Amundi Asset Management US
Massachusetts
$7.55M +$1.16M +29,870 +18%
Charles Schwab
52
Charles Schwab
California
$6.69M +$441K +11,330 +7%
DCM
53
Driehaus Capital Management
Illinois
$6.67M -$1.57M -40,410 -19%
UBS AM
54
UBS AM
Illinois
$6.64M +$4.37M +112,210 +192%
AWCI
55
Alpine Woods Capital Investors
New York
$6.47M -$42.8K -1,100 -0.7%
NI
56
Numeric Investors
Massachusetts
$6.18M +$6.18M +158,700 New
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$6.13M +$6.13M +157,390 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.57M +$1.54M +39,410 +38%
WCA
59
Waratah Capital Advisors
Ontario, Canada
$5.4M +$2.42M +62,130 +81%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$5.34M +$58.4K +1,500 +1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$5.1M +$3.16M +81,070 +163%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$4.98M +$39K +1,000 +0.8%
BA
63
BlackRock Advisors
Delaware
$4.62M +$4.04M +103,810 +703%
ACM
64
Ashford Capital Management
Delaware
$4.55M -$1.58M -40,550 -26%
CCM
65
Century Capital Management
Massachusetts
$4.51M -$39K -1,000 -0.9%
VRS
66
Virginia Retirement Systems
Virginia
$4.51M +$3.03M +77,670 +204%
MCM
67
McKinley Capital Management
Alaska
$4.43M -$2.22M -57,130 -33%
RFC
68
Russell Frank Company
Washington
$4.35M +$1.16M +29,750 +36%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$4.35M -$12.2M -313,100 -74%
DA
70
Denali Advisors
California
$4.32M +$1.25M +32,000 +41%
KPF
71
K2 Principal Fund
Ontario, Canada
$4.26M +$280K +7,190 +7%
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$4.23M +$4.23M +108,540 New
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$4.2M +$864K +22,190 +26%
RA
74
Royce & Associates
New York
$4.07M – – –
BJ
75
BlackRock Japan
Japan
$3.8M +$3.8M +97,420 New
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