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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 %
DAL
101
David A. Lorber
$1.02M 3,523 -1,739 -33%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.02M 3,499 -383 -10%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$987K 3,394 -122 -3%
DT
104
Diversified Trust
Tennessee
$984K 3,385 +3,385 New
GF
105
Gerstein Fisher
New York
$896K 3,083 – –
BG
106
BlackRock Group
United Kingdom
$875K 3,010 -2,806 -48%
ZIM
107
Zacks Investment Management
Illinois
$858K 2,950 -1,610 -35%
VKH
108
Virtu KCG Holdings
New York
$853K 2,933 +2,933 New
WT
109
Wilmington Trust
Delaware
$838K 2,884 +2,884 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$836K 2,876 -2,558 -47%
BIM
111
BlackRock Investment Management
Delaware
$836K 2,874 -154 -5%
RC
112
RBF Capital
California
$814K 2,800 – –
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$794K 2,732 +1 +0%
ST
114
Somerset Trust
Pennsylvania
$789K 2,715 +68 +3%
Nomura Asset Management
115
Nomura Asset Management
Japan
$746K 2,564 +2,564 New
AA
116
ALPS Advisors
Colorado
$708K 2,434 +68 +3%
ACI
117
AMP Capital Investors
Australia
$695K 2,438 +2,438 New
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$664K 2,282 -1,399 -38%
B
119
Barings
North Carolina
$599K 2,060 -1,080 -34%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$592K 2,037 -1,500 -42%
CSS
121
Cubist Systematic Strategies
Connecticut
$560K 1,927 +1,927 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$555K 1,910 -2,029 -52%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$552K 1,900 +500 +36%
WTNA
124
Wilmington Trust National Association
Delaware
$537K 1,846 +1,846 New
SCM
125
Stevens Capital Management
Pennsylvania
$535K 1,841 -1,997 -52%
3 4
5
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