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U-Haul Holding Co
UHAL

Overview Fund Activity

167 hedge funds and large institutions have $1.73B invested in U-Haul Holding Co in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 22 closing their positions.

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.3%
New
25
Increased
57
Reduced
70
Closed
22
Calls
$882K
Puts
$1.44M
Net Calls
-$557K
Net Calls Change
-$1.71M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$102M
2
AA
2
Ancient Art
Texas
$36.4M
3
MP
3
Mangrove Partners
Connecticut
$8.12M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$25.9M
5
HCMT
5
Highland Capital Management (Tennessee)
Tennessee
$2.91M

Top Sellers

1
JIR
1
James Investment Research
Ohio
$44.5M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$28.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.1M
4
SCM
4
Sandler Capital Management
New York
$2.35M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$1.81M 5,541 +86 +2%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$1.78M 5,450 -460 -8%
GS
78
GAM Systematic
United Kingdom
$1.76M 5,384 -2,006 -27%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.73M 5,299 -250 -5%
MAM
80
Meeder Asset Management
Ohio
$1.73M 5,285 +4,660 +746%
CIA
81
Capital Impact Advisors
Massachusetts
$1.64M 5,003 – –
CS
82
Credit Suisse
Switzerland
$1.52M 4,663 +1,076 +30%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.5M 4,577 -369 -7%
UBS AM
84
UBS AM
Illinois
$1.47M 4,500 +100 +2%
DAL
85
David A. Lorber
$1.44M 4,412 +16 +0.4%
VRS
86
Virginia Retirement Systems
Virginia
$1.37M 4,200 -100 -2%
BG
87
BlackRock Group
United Kingdom
$1.3M 3,974 -83 -2%
BIM
88
BlackRock Investment Management
Delaware
$1.29M 3,954 +1,258 +47%
Citigroup
89
Citigroup
New York
$1.19M 3,636 +1,027 +39%
Stifel Financial
90
Stifel Financial
Missouri
$1.16M 3,551 -519 -13%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06M 3,228 +272 +9%
GF
92
Gerstein Fisher
New York
$1.01M 3,102 +8 +0.3%
ARC
93
Absolute Return Capital
Massachusetts
$995K 3,044 -960 -24%
CEP
94
Chicago Equity Partners
Illinois
$969K 2,965 +2,965 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$957K 2,928 -309 -10%
DT
96
Diversified Trust
Tennessee
$919K 2,810 +325 +13%
RC
97
RBF Capital
California
$915K 2,800 – –
ST
98
Somerset Trust
Pennsylvania
$900K 2,752 +46 +2%
ERIM
99
Eagle Ridge Investment Management
Connecticut
$877K 2,684 +60 +2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$810K 2,476 -490 -17%
2 3
4
5 6