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

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
$37.9M
2
Goldman Sachs
Goldman Sachs
New York
$2.26M
3
CCM
Cadence Capital Management
Massachusetts
$0
4
Morgan Stanley
Morgan Stanley
New York
$12.7M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRS
151
Invictus RG (Singapore)
Singapore
$196K +$196K +8,250 New
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$195K +$76K +3,190 +64%
Fuller & Thaler Asset Management
153
Fuller & Thaler Asset Management
California
$190K +$119K +5,000 +167%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$184K – – –
MSA
155
Mason Street Advisors
Wisconsin
$112K -$2.38K -100 -2%
BlackRock
156
BlackRock
New York
$105K -$1.66K -70 -2%
Canada Life
157
Canada Life
Manitoba, Canada
$94K +$94K +3,920 New
U
158
UBS
Switzerland
$93K -$99.2K -4,160 -52%
TAM
159
Tocqueville Asset Management
New York
$91K +$91K +3,830 New
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$88K – – –
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$69K -$168K -7,100 -71%
AIG
162
American International Group
New York
$67.1K +$4.04K +170 +6%
TRCT
163
Tower Research Capital (TRC)
New York
$62K -$29.9K -1,250 -33%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$58K +$951 +40 +2%
ST
165
Spot Trading
Illinois
$48K -$3.16M -131,660 -99%
WTC
166
WhitTier Trust Company
Nevada
$48K – – –
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$17K -$15.1K -650 -47%
Creative Planning
168
Creative Planning
Kansas
$12K – – –
WA
169
Waverly Advisors
Alabama
$7K +$7K +290 New
PIA
170
Piedmont Investment Advisors
North Carolina
$4.28K -$1.9K -80 -31%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$3K +$3K +140 New
CAM
172
ClariVest Asset Management
California
$2K +$2K +90 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139 -$38 -1,580 -21%
CCM
174
Cadence Capital Management
Massachusetts
– -$9.15M -496,880 Closed
MCP
175
Moab Capital Partners
New York
– -$3.78M -205,160 Closed
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