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U-Haul Holding Co
UHAL

Overview Fund Activity

166 hedge funds and large institutions have $1.59B invested in U-Haul Holding Co in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
23
Increased
51
Reduced
74
Closed
22
Calls
$14.2M
Puts
$12.9M
Net Calls
+$1.37M
Net Calls Change
+$9.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.6M
2
Norges Bank
2
Norges Bank
Norway
$54.5M
3
RHBC
3
R.H. Bluestein & Co
Michigan
$35.1M
4
MP
4
Manikay Partners
New York
$17.2M
5
NFA
5
Nationwide Fund Advisors
Ohio
$10.8M

Top Sellers

1
KAM
1
Keeley Asset Management
Illinois
$6.93M
2
KA
2
Kerrisdale Advisers
Florida
$27.1M
3
Axa
3
Axa
France
$5.03M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$279M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$2.19M 7,543 -397 -5%
SIM
77
Spark Investment Management
New York
$2.06M 7,100 – –
PCP
78
Perimeter Capital Partners
Georgia
$2.01M 6,915 -1,590 -19%
PIP
79
Perennial Investment Partners
Australia
$1.98M 6,799 +1,200 +21%
ICAP
80
Independence Capital Asset Partners
Colorado
$1.85M 6,364 +1,520 +31%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$1.83M 6,302 -121 -2%
SC
82
Scotia Capital
Ontario, Canada
$1.7M 5,831 +2,578 +79%
CAM
83
ClariVest Asset Management
California
$1.67M 5,757 -1,782 -24%
AllianceBernstein
84
AllianceBernstein
Tennessee
$1.62M 5,579 -504 -8%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$1.56M 5,350 +100 +2%
Deutsche Bank
86
Deutsche Bank
Germany
$1.54M 5,295 +940 +22%
HMS
87
Hanseatic Management Services
New Mexico
$1.54M 5,280 +3,914 +287%
MA
88
MUFG Americas
New York
$1.53M 5,254 -1,031 -16%
ZCM
89
Zebra Capital Management
Connecticut
$1.52M 5,231 -9,150 -64%
RCM
90
Raptor Capital Management
Massachusetts
$1.45M 5,000 – –
HH
91
HWG Holdings
Texas
$1.41M 4,837 +4,837 New
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M 4,760 +4,360 +1,090%
Ameriprise
93
Ameriprise
Minnesota
$1.37M 4,697 +95 +2%
VRS
94
Virginia Retirement Systems
Virginia
$1.28M 4,400 -900 -17%
CEP
95
Chicago Equity Partners
Illinois
$1.24M 4,250 -2,245 -35%
UBS AM
96
UBS AM
Illinois
$1.19M 4,100 – –
Stifel Financial
97
Stifel Financial
Missouri
$1.15M 3,965 -1,466 -27%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.09M 3,745 -614 -14%
ERIM
99
Eagle Ridge Investment Management
Connecticut
$1.07M 3,681 +268 +8%
GC
100
Guggenheim Capital
Illinois
$1.04M 3,583 +3,583 New
2 3
4
5 6