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U-Haul Holding Co
UHAL

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in U-Haul Holding Co in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
19
Increased
59
Reduced
63
Closed
19
Calls
$8.64M
Puts
$6.16M
Net Calls
+$2.49M
Net Calls Change
+$1.12M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$36M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$10.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$16.4M
4
BIT
4
BlackRock Institutional Trust
California
$49.7M
5
FCG
5
FrontFour Capital Group
Connecticut
$16M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$24.5M
2
Northern Trust
2
Northern Trust
Illinois
$10.1M
3
JIR
3
James Investment Research
Ohio
$45M
4
TA
4
Teachers Advisors
New York
$1.43M
5
NFA
5
Nationwide Fund Advisors
Ohio
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
151
Barclays
United Kingdom
$71K 2,760 +130 +5%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$62K 2,380 -20 -0.8%
TRCT
153
Tower Research Capital (TRC)
New York
$58K 2,200 -8,290 -79%
QT
154
Quantbot Technologies
New York
$51K 1,950 +1,950 New
RFC
155
Russell Frank Company
Washington
$46K 1,770 -114,760 -98%
WTC
156
WhitTier Trust Company
Nevada
$46K 1,750 – –
GSC
157
Ground Swell Capital
South Carolina
$27K 1,030 +1,030 New
Creative Planning
158
Creative Planning
Kansas
$21K 790 +300 +61%
PHK
159
Point72 Hong Kong
Hong Kong
$17K 650 +650 New
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$15K 570 – –
MFS
161
MSI Financial Services
Massachusetts
$14K 520 +520 New
WA
162
Waverly Advisors
Alabama
$8K 290 – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150 5,720 -40 -0.7%
KAM
164
Keeley Asset Management
Illinois
– – -238,480 Closed
BCM
165
Bridgeway Capital Management
Texas
– – -171,000 Closed
DCM
166
Dupont Capital Management
Delaware
– – -164,680 Closed
AI
167
Analytic Investors
California
– – -124,870 Closed
CIBC World Market
168
CIBC World Market
Ontario, Canada
– – -119,020 Closed
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
– – -108,060 Closed
WCBA
170
Weaver C. Barksdale & Associates
Tennessee
– – -104,000 Closed
PCP
171
Perimeter Capital Partners
Georgia
– – -69,150 Closed
HH
172
HWG Holdings
Texas
– – -48,370 Closed
CEP
173
Chicago Equity Partners
Illinois
– – -42,500 Closed
ZIM
174
Zacks Investment Management
Illinois
– – -29,500 Closed
VKH
175
Virtu KCG Holdings
New York
– – -29,330 Closed
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