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U-Haul Holding Co

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: 234214 (-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: 108 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$2.29M -$132K -3,710 -5%
MLIC
77
Mandatum Life Insurance Company
Finland
$2.26M
BlackRock
78
BlackRock
New York
$2.26M -$217K -6,070 -8%
PPA
79
Parametric Portfolio Associates
Washington
$2.19M -$1.35M -37,800 -36%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$2.18M +$75.4K +2,110 +3%
AllianceBernstein
81
AllianceBernstein
Tennessee
$2.02M -$35.7K -1,000 -2%
TA
82
Teachers Advisors
New York
$1.75M +$13.6K +380 +0.7%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.74M -$443K -12,400 -19%
ZCM
84
Zebra Capital Management
Connecticut
$1.65M +$575K +16,110 +46%
Legal & General Group
85
Legal & General Group
United Kingdom
$1.61M +$135K +3,770 +8%
DA
86
Denali Advisors
California
$1.52M +$429K +12,000 +34%
Citadel Advisors
87
Citadel Advisors
Florida
$1.52M +$1.05M +29,280 +167%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$1.27M -$71.4K -2,000 -5%
CIA
89
Capital Impact Advisors
Massachusetts
$1.26M
JG
90
Jefferies Group
New York
$1.24M +$729K +20,410 +115%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$1.13M +$619K +17,320 +100%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.12M +$737K +20,650 +149%
VKH
93
Virtu KCG Holdings
New York
$1.12M -$3.09M -86,500 -72%
VRS
94
Virginia Retirement Systems
Virginia
$1.1M -$2.86M -80,000 -70%
AAF
95
Andra AP-fonden
Sweden
$1.1M +$107K +3,000 +10%
BIM
96
BlackRock Investment Management
Delaware
$1.1M +$3.93K +110 +0.3%
PL
97
Parkwood LLC
Ohio
$1.1M +$816K +22,850 +209%
Credit Agricole
98
Credit Agricole
France
$1.09M +$26.1K +730 +2%
APG Asset Management
99
APG Asset Management
Netherlands
$1.08M -$1.18M -33,000 -50%
ST
100
Somerset Trust
Pennsylvania
$943K -$357 -10 -0%

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.