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U-Haul Holding Co
UHAL

Overview Fund Activity

255 hedge funds and large institutions have $2.57B invested in U-Haul Holding Co in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
35
Increased
87
Reduced
84
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$120M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$47.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$78.7M
5
USAA
5
United Services Automobile Association
Texas
$25.7M

Top Sellers

1
KCM
1
Kingstown Capital Management
New York
$0
2
NM
2
Newtyn Management
New York
$16.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$154M
4
AA
4
Ancient Art
Texas
$14.2M
5
GC
5
Greenlight Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$943K +$148K +3,930 +19%
GC
127
Guggenheim Capital
Illinois
$927K +$170K +4,500 +22%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$912K +$243K +6,430 +36%
BC
129
Brinker Capital
Pennsylvania
$880K +$27.2K +720 +3%
M&T Bank
130
M&T Bank
New York
$815K +$23.1K +610 +3%
Citadel Advisors
131
Citadel Advisors
Florida
$781K -$96.4K -2,550 -11%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$775K -$113K -3,000 -13%
T
133
TOBAM
France
$768K -$961K -25,410 -56%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$755K -$12.8K -340 -2%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$754K +$756 +20 +0.1%
MGIA
136
Moneta Group Investment Advisors
Missouri
$737K – – –
FCI
137
Financial Counselors Inc
Kansas
$730K +$730K +19,320 New
ACI
138
AMP Capital Investors
Australia
$715K -$37.8K -1,000 -5%
TAF
139
Tredje AP-fonden
Sweden
$711K -$89.6K -2,370 -11%
KeyBank National Association
140
KeyBank National Association
Ohio
$692K -$38.9K -1,030 -5%
LCM
141
Leisure Capital Management
California
$666K +$14K +370 +2%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$634K +$40.1K +1,060 +7%
UBS Group
143
UBS Group
Switzerland
$617K -$303K -8,020 -33%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$617K +$393K +10,380 +175%
AG
145
Aperio Group
California
$569K +$25.7K +680 +5%
GT
146
Greenleaf Trust
Michigan
$567K – – –
Stifel Financial
147
Stifel Financial
Missouri
$542K +$378 +10 +0.1%
ST
148
Somerset Trust
Pennsylvania
$537K -$6.05K -160 -1%
HFS
149
Haverford Financial Services
Pennsylvania
$529K +$529K +14,000 New
VOYA Investment Management
150
VOYA Investment Management
Georgia
$513K -$18.9K -500 -4%
4 5
6
7 8