UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

238 hedge funds and large institutions have $2.15B invested in U-Haul Holding Co in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 28 closing their positions.

Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
68
Increased
77
Reduced
70
Closed
28
Calls
$14.8M
Puts
$10.9M
Net Calls
+$3.84M
Net Calls Change
+$7.93M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$32.4M
2
TM
2
Tiger Management
New York
$28M
3
State Street
3
State Street
Massachusetts
$60.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$27.8M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$11.5M

Top Sellers

1
AR
1
Advisory Research
Illinois
$1.13M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$16.2M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$64.4M
4
FCG
4
FrontFour Capital Group
Connecticut
$11.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
101
Barings
North Carolina
$1.84M +$1.01M +26,000 +123%
BIM
102
BlackRock Investment Management
Delaware
$1.76M +$266K +6,820 +18%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.72M -$1.93M -49,610 -53%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$1.57M +$316K +8,100 +25%
Stifel Financial
105
Stifel Financial
Missouri
$1.56M +$17.9K +460 +1%
ERIM
106
Eagle Ridge Investment Management
Connecticut
$1.52M +$9.74K +250 +0.6%
CEP
107
Chicago Equity Partners
Illinois
$1.39M +$97.3K +2,500 +8%
SCM
108
Stevens Capital Management
Pennsylvania
$1.37M +$788K +20,230 +135%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$1.25M +$478K +12,290 +62%
Los Angeles Capital Management
110
Los Angeles Capital Management
California
$1.24M +$1.24M +31,870 New
GF
111
Gerstein Fisher
New York
$1.22M – – –
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$1.17M +$1.17M +29,980 New
ST
113
Somerset Trust
Pennsylvania
$1.14M -$4.68K -120 -0.4%
AR
114
Advisory Research
Illinois
$1.13M -$18.3M -470,230 -94%
RC
115
RBF Capital
California
$1.09M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.09M +$1.09M +27,940 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.08M -$42.8K -1,100 -4%
Nomura Asset Management
118
Nomura Asset Management
Japan
$1.08M +$296K +7,600 +38%
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$1.05M +$1.05M +27,000 New
Creative Planning
120
Creative Planning
Kansas
$1.04M -$175K -4,500 -14%
Ameriprise
121
Ameriprise
Minnesota
$1.02M -$2.73K -70 -0.3%
GIBU
122
Gulf International Bank (UK)
United Kingdom
$1.01M +$1.01M +25,800 New
Citigroup
123
Citigroup
New York
$979K -$216K -5,560 -18%
BA
124
Boston Advisors
Massachusetts
$958K +$226K +5,800 +31%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$947K +$478K +12,270 +102%
3 4
5
6 7