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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
Nomura Asset Management
101
Nomura Asset Management
Japan
$909K
RC
102
RBF Capital
California
$908K
KJHP
103
K.J. Harrison & Partners
Ontario, Canada
$892K +$982K +27,500 New
GC
104
Guggenheim Capital
Illinois
$890K +$302K +8,470 +45%
BC
105
Burney Company
Virginia
$888K -$895K -25,070 -48%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$875K -$4.93M -138,000 -84%
XK
107
Xact Kapitalforvaltning
Sweden
$866K +$954K +26,720 New
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$856K +$102K +2,870 +12%
UBS Group
109
UBS Group
Switzerland
$847K -$76.4K -2,140 -8%
GIBU
110
Gulf International Bank (UK)
United Kingdom
$836K
BCM
111
BlueCrest Capital Management
Jersey
$831K +$610K +17,070 +199%
CIP
112
Capital Insight Partners
Arizona
$821K -$4.29K -120 -0.5%
TAF
113
Tredje AP-fonden
Sweden
$762K +$564K +15,800 +205%
Ameriprise
114
Ameriprise
Minnesota
$760K -$274K -7,670 -25%
FAF
115
Fjarde Ap-fonden
Sweden
$758K +$29.3K +820 +4%
BA
116
Boston Advisors
Massachusetts
$754K -$76.8K -2,150 -8%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$746K
PRCM
118
Pine River Capital Management
Minnesota
$726K +$800K +22,390 New
Canada Life
119
Canada Life
Manitoba, Canada
$713K
KeyBank National Association
120
KeyBank National Association
Ohio
$691K
Victory Capital Management
121
Victory Capital Management
Texas
$683K -$58.9K -1,650 -7%
MAA
122
Mraz Amerine & Associates
California
$657K +$723K +20,250 New
ACI
123
AMP Capital Investors
Australia
$613K -$750K -21,000 -53%
LCM
124
Leisure Capital Management
California
$594K -$4.64K -130 -0.7%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$564K +$10.7K +300 +2%

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.