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U-Haul Holding Co
UHAL

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: 234 → 214 (-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: 10 → 8 (-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

Top Buyers

1
GC
Greenlight Capital
New York
+$50.5M
2
NM
Newtyn Management
New York
+$25M
3
LS
Livforsakringsbolaget Skandia
Sweden
+$23M
4
First Manhattan
First Manhattan
New York
+$20.1M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M

Top Sellers

1
JIR
James Investment Research
Ohio
-$53.2M
2
CRCM
Cat Rock Capital Management
Connecticut
-$17.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$15.6M
5
TM
Tiger Management
New York
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
51
Alpine Woods Capital Investors
New York
$5.19M -$179K -5,000 -3%
CG
52
Clinton Group
New York
$5.02M +$5.53M +154,840 New
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$4.9M +$83.2K +2,330 +2%
Prudential Financial
54
Prudential Financial
New Jersey
$4.77M -$929K -26,000 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
55
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.47M +$1.12M +31,500 +30%
JAM
56
Jupiter Asset Management
United Kingdom
$4.42M +$4.87M +136,260 New
BA
57
BlackRock Advisors
Delaware
$4.32M +$546K +15,300 +13%
Millennium Management
58
Millennium Management
New York
$4.31M +$3.33M +93,160 +234%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$4.27M – – –
JHIU
60
Janus Henderson Investors US
Colorado
$4.22M -$15.6M -436,510 -77%
ACM
61
Ashford Capital Management
Delaware
$3.97M +$296K +8,300 +7%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.86M -$2.12M -59,260 -33%
CS
63
Credit Suisse
Switzerland
$3.86M -$911K -25,520 -18%
LS
64
Livforsakringsbolaget Skandia
Sweden
$3.79M +$23M +644,290 +5,857%
MTB
65
Mizuho Trust & Banking
Japan
$3.66M – – –
CCM
66
Century Capital Management
Massachusetts
$3.65M -$119K -3,330 -3%
EA
67
Emerald Acquisition
Washington
$3.56M -$3.38M -94,570 -46%
UBS AM
68
UBS AM
Illinois
$3.54M -$1.04M -29,120 -21%
T
69
Tahithromos
New York
$3.31M +$3.64M +101,970 New
RA
70
Royce & Associates
New York
$3.19M – – –
BJ
71
BlackRock Japan
Japan
$2.87M -$327K -9,150 -9%
DCM
72
Driehaus Capital Management
Illinois
$2.83M -$4.23M -118,500 -58%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$2.67M +$607K +17,000 +26%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M – – –
Boston Partners
75
Boston Partners
Massachusetts
$2.29M +$2.52M +70,690 New
1 2
3
4 5

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.