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U-Haul Holding Co
UHAL

Overview Fund Activity

170 hedge funds and large institutions have $1.54B invested in U-Haul Holding Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 83 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
83
Closed
12
Calls
$4.8M
Puts
$5.23M
Net Calls
-$426K
Net Calls Change
-$2.91M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$65.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$63.2M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$53.7M
4
MP
4
Manikay Partners
New York
$28.4M
5
MCM
5
McKinley Capital Management
Alaska
$5.57M

Top Sellers

1
CGI
1
CI Global Investments
California
$0
2
SFM
2
Systematic Financial Management
New Jersey
$17.3M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$13.6M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$32.2M
5
ICM
5
ISZO Capital Management
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M +$327K +11,500 +24%
CAM
77
ClariVest Asset Management
California
$1.63M -$3.41K -120 -0.2%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$1.62M +$85.3K +3,000 +6%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.61M – – –
TA
80
Teachers Advisors
New York
$1.6M +$53.2K +1,870 +3%
KPF
81
K2 Principal Fund
Ontario, Canada
$1.49M +$1.49M +52,540 New
ZCM
82
Zebra Capital Management
Connecticut
$1.49M -$10.8K -380 -0.7%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.48M +$1.48M +52,170 New
Ameriprise
84
Ameriprise
Minnesota
$1.45M +$66.6K +2,340 +5%
RCM
85
Raptor Capital Management
Massachusetts
$1.42M – – –
DAL
86
David A. Lorber
$1.3M +$49.8K +1,750 +4%
UBS AM
87
UBS AM
Illinois
$1.22M +$56.9K +2,000 +5%
VRS
88
Virginia Retirement Systems
Virginia
$1.22M – – –
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.2M – – –
Stifel Financial
90
Stifel Financial
Missouri
$1.17M +$141K +4,970 +14%
FCH
91
Freestone Capital Holdings
Washington
$1.09M +$1.09M +38,380 New
ARC
92
Absolute Return Capital
Massachusetts
$1.08M -$1.39M -49,020 -56%
ACI
93
Advance Capital I
Michigan
$1.02M +$1.02M +36,000 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$945K -$28.4K -1,000 -3%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$921K -$39K -1,370 -4%
SCM
96
Stevens Capital Management
Pennsylvania
$897K -$85.8K -3,020 -9%
CPIM
97
Columbia Partners Investment Management
Virginia
$896K -$2.01M -70,880 -69%
GF
98
Gerstein Fisher
New York
$889K – – –
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$842K +$154K +5,420 +22%
BlackRock
100
BlackRock
New York
$826K +$18.2K +640 +2%
2 3
4
5 6