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U-Haul Holding Co
UHAL

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: 234 → 214 (-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: 10 → 8 (-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

Top Buyers

1
GC
Greenlight Capital
New York
+$50.5M
2
NM
Newtyn Management
New York
+$25M
3
LS
Livforsakringsbolaget Skandia
Sweden
+$23M
4
First Manhattan
First Manhattan
New York
+$20.1M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M

Top Sellers

1
JIR
James Investment Research
Ohio
-$53.2M
2
CRCM
Cat Rock Capital Management
Connecticut
-$17.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$15.6M
5
TM
Tiger Management
New York
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
126
K2 Principal Fund
Ontario, Canada
$524K – – –
PP
127
Paloma Partners
Connecticut
$519K -$478K -13,380 -46%
Barclays
128
Barclays
United Kingdom
$514K -$2.3M -64,480 -80%
Creative Planning
129
Creative Planning
Kansas
$501K -$461K -12,910 -46%
SG Americas Securities
130
SG Americas Securities
New York
$488K +$103K +2,880 +24%
GT
131
Greenleaf Trust
Michigan
$486K – – –
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$464K – – –
Asset Management One
133
Asset Management One
Japan
$450K -$21.8K -610 -4%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$435K -$105K -2,950 -18%
Principal Financial Group
135
Principal Financial Group
Iowa
$412K -$52.1K -1,460 -10%
AG
136
Aperio Group
California
$401K -$2.5K -70 -0.6%
URS
137
Utah Retirement Systems
Utah
$389K – – –
AR
138
Advisory Research
Illinois
$381K – – –
ERIM
139
Eagle Ridge Investment Management
Connecticut
$375K +$413K +11,570 New
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$371K +$146K +4,100 +56%
TSS
141
Two Sigma Securities
New York
$364K +$401K +11,240 New
HIP
142
Hatteras Investment Partners
North Carolina
$358K -$775K -21,700 -66%
RHBC
143
R.H. Bluestein & Co
Michigan
$348K -$29.3K -820 -7%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$339K +$197K +5,520 +112%
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$328K +$12.9K +360 +4%
JC
146
JBF Capital
Colorado
$324K – – –
ACI
147
Advance Capital I
Michigan
$324K +$35.7K +1,000 +11%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$292K -$35.7K -1,000 -10%
AB
149
Amalgamated Bank
New York
$288K +$357 +10 +0.1%
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$276K – – –
4 5
6
7 8

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.