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U-Haul Holding Co
UHAL

Overview Fund Activity

225 hedge funds and large institutions have $2.07B invested in U-Haul Holding Co in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
40
Increased
64
Reduced
83
Closed
24
Calls
$2.43M
Puts
$6.8M
Net Calls
-$4.37M
Net Calls Change
-$2.69M

Top Buyers

1
ACM
1
Abrams Capital Management
Massachusetts
$38M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$38.1M
3
JHIU
3
Janus Henderson Investors US
Colorado
$24.6M
4
EIP
4
Epoch Investment Partners
New York
$19M
5
DA
5
Denali Advisors
California
$12.9M

Top Sellers

1
NC
1
Nicholas Company
Wisconsin
$70.6M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$65M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$263M
4
JIR
4
James Investment Research
Ohio
$2.41M
5
Goldman Sachs
5
Goldman Sachs
New York
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$2.86M +$179K +4,840 +7%
CCMH
77
Cornerstone Capital Management Holdings
New York
$2.82M +$2.82M +76,290 New
Invesco
78
Invesco
Georgia
$2.73M +$122K +3,290 +5%
FIM
79
Frontier Investment Management
Texas
$2.67M +$2.67M +72,290 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$2.63M +$148K +4,010 +6%
Boston Partners
81
Boston Partners
Massachusetts
$2.61M – – –
BlackRock
82
BlackRock
New York
$2.61M +$32.2K +870 +1%
MLIC
83
Mandatum Life Insurance Company
Finland
$2.58M – – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.55M +$1.28M +34,570 +100%
CRC
85
Curi RMB Capital
Illinois
$2.54M +$2.54M +68,710 New
PPA
86
Parametric Portfolio Associates
Washington
$2.49M -$9.98K -270 -0.4%
JIR
87
James Investment Research
Ohio
$2.41M -$21.1M -570,050 -90%
AllianceBernstein
88
AllianceBernstein
Tennessee
$2.19M -$106K -2,870 -5%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.17M +$2.17M +58,600 New
TA
90
Teachers Advisors
New York
$2.15M +$146K +3,940 +7%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$1.97M -$18.5K -500 -0.9%
Legal & General Group
92
Legal & General Group
United Kingdom
$1.87M +$32.5K +880 +2%
ZCM
93
Zebra Capital Management
Connecticut
$1.86M -$24.4K -660 -1%
KJHP
94
K.J. Harrison & Partners
Ontario, Canada
$1.85M +$832K +22,500 +82%
FPCM
95
Fox Point Capital Management
New York
$1.85M +$1.85M +50,000 New
LAIC
96
Lederer & Associates Investment Counsel
California
$1.52M +$1.52M +41,180 New
BIM
97
BlackRock Investment Management
Delaware
$1.46M +$209K +5,650 +17%
CIA
98
Capital Impact Advisors
Massachusetts
$1.44M – – –
GC
99
Guggenheim Capital
Illinois
$1.35M +$338K +9,150 +33%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$1.24M -$213K -5,770 -15%
2 3
4
5 6