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U-Haul Holding Co
UHAL

Overview Fund Activity

240 hedge funds and large institutions have $2.01B invested in U-Haul Holding Co in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
33
Increased
92
Reduced
75
Closed
28
Calls
$8.73M
Puts
$6.06M
Net Calls
+$2.67M
Net Calls Change
-$1.17M

Top Buyers

1
JIR
1
James Investment Research
Ohio
$72.5M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
AA
3
Ancient Art
Texas
$53.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$90.4M
5
CRCM
5
Cat Rock Capital Management
Connecticut
$15.5M

Top Sellers

1
ICM
1
ISZO Capital Management
New York
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$313M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$25.7M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
101
Denali Advisors
California
$1.57M -$2.39M -67,000 -60%
WCA
102
Waratah Capital Advisors
Ontario, Canada
$1.41M -$3.54M -99,130 -72%
BIM
103
BlackRock Investment Management
Delaware
$1.4M -$216K -6,040 -13%
CIA
104
Capital Impact Advisors
Massachusetts
$1.39M +$538K +15,070 +63%
ACI
105
AMP Capital Investors
Australia
$1.38M +$726K +21,000 +111%
B
106
Barings
North Carolina
$1.36M -$329K -9,200 -19%
AAF
107
Andra AP-fonden
Sweden
$1.25M -$643K -18,000 -34%
Stifel Financial
108
Stifel Financial
Missouri
$1.2M -$239K -6,680 -17%
APG Asset Management
109
APG Asset Management
Netherlands
$1.19M +$1.19M +33,180 New
GCP
110
GSA Capital Partners
United Kingdom
$1.15M -$1.35M -37,740 -54%
SCM
111
Stevens Capital Management
Pennsylvania
$1.14M -$116K -3,250 -9%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$1.14M – – –
GF
113
Gerstein Fisher
New York
$1.11M -$4.29K -120 -0.4%
ST
114
Somerset Trust
Pennsylvania
$1.04M -$7.14K -200 -0.7%
Creative Planning
115
Creative Planning
Kansas
$1.01M +$56.8K +1,590 +6%
Nomura Asset Management
116
Nomura Asset Management
Japan
$1M +$15.7K +440 +2%
RC
117
RBF Capital
California
$1M – – –
GC
118
Guggenheim Capital
Illinois
$989K +$258K +7,220 +35%
AR
119
Advisory Research
Illinois
$988K -$46.4K -1,300 -4%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$983K -$4.65K -130 -0.5%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$954K -$197K -5,510 -17%
SCA
122
Secor Capital Advisors
New York
$945K +$945K +26,450 New
GIBU
123
Gulf International Bank (UK)
United Kingdom
$921K – – –
BA
124
Boston Advisors
Massachusetts
$908K +$28.6K +800 +3%
SG Americas Securities
125
SG Americas Securities
New York
$893K +$581K +16,260 +186%
3 4
5
6 7