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U-Haul Holding Co
UHAL

Overview Fund Activity

173 hedge funds and large institutions have $1.29B invested in U-Haul Holding Co in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
5.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
32
Increased
51
Reduced
73
Closed
18
Calls
$9.91M
Puts
$13M
Net Calls
-$3.05M
Net Calls Change
-$1.01M

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$10.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$15.7M
3
RHBC
3
R.H. Bluestein & Co
Michigan
$7.45M
4
Wells Fargo
4
Wells Fargo
California
$15.1M
5
GF
5
Gerstein Fisher
New York
$6.98M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$37.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.26M
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
126
Wellington Management Group
Massachusetts
$547K +$547K +22,970 New
IUAM
127
Itau USA Asset Management
New York
$499K – – –
GC
128
Guggenheim Capital
Illinois
$487K -$282K -11,860 -37%
PCM
129
Palisade Capital Management
New Jersey
$476K – – –
OC
130
Oppenheimer & Co
New York
$476K +$476K +20,000 New
SC
131
Scotia Capital
Ontario, Canada
$448K -$29K -1,220 -6%
AG
132
Algert Global
California
$433K – – –
MOACM
133
Mutual of America Capital Management
New York
$371K +$371K +15,600 New
GT
134
Greenleaf Trust
Michigan
$357K – – –
Truist Financial
135
Truist Financial
North Carolina
$343K -$29.5K -1,240 -8%
Barclays
136
Barclays
United Kingdom
$333K -$32.9K -1,390 -9%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$321K -$46.2K -1,940 -13%
DTL
138
Dynamic Technology Lab
Singapore
$312K -$20.7K -870 -6%
URS
139
Utah Retirement Systems
Utah
$310K -$23.8K -1,000 -7%
GVT
140
Genesee Valley Trust
New York
$290K +$713 +30 +0.2%
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$285K +$119K +5,000 +71%
GCP
142
GSA Capital Partners
United Kingdom
$285K +$285K +12,000 New
PP
143
PDT Partners
New York
$280K -$552K -23,240 -66%
TC
144
TFS Capital
Pennsylvania
$262K +$262K +11,020 New
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$255K +$255K +10,750 New
ERIM
146
Eagle Ridge Investment Management
Connecticut
$253K +$253K +10,640 New
JC
147
JBF Capital
Colorado
$238K – – –
BOH
148
Bank of Hawaii
Hawaii
$203K +$203K +8,550 New
WCM
149
Wedge Capital Management
North Carolina
$202K +$202K +8,500 New
BA
150
BlackRock Advisors
Delaware
$199K +$21.4K +900 +12%
4 5
6
7 8