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U-Haul Holding Co
UHAL

Overview Fund Activity

238 hedge funds and large institutions have $2.15B invested in U-Haul Holding Co in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
68
Increased
77
Reduced
70
Closed
28
Calls
$14.8M
Puts
$10.9M
Net Calls
+$3.84M
Net Calls Change
+$7.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$32.4M
2
TM
Tiger Management
New York
$28M
3
State Street
State Street
Massachusetts
$60.5M
4
Goldman Sachs
Goldman Sachs
New York
$27.8M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$11.5M

Top Sellers

1
AR
Advisory Research
Illinois
$1.13M
2
LSV Asset Management
LSV Asset Management
Illinois
$16.2M
3
CWAM
Columbia Wanger Asset Management
Illinois
$64.4M
4
FCG
FrontFour Capital Group
Connecticut
$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
151
SEI Investments
Pennsylvania
$556K +$556K +14,270 New
URS
152
Utah Retirement Systems
Utah
$545K – – –
UBS Group
153
UBS Group
Switzerland
$533K -$844K -21,690 -61%
M&T Bank
154
M&T Bank
New York
$515K +$515K +13,210 New
IR
155
Invictus RG
Bermuda
$511K +$511K +13,120 New
HI
156
HBK Investments
Texas
$489K +$489K +12,550 New
DAL
157
David A. Lorber
$486K -$604K -15,510 -55%
AA
158
ALPS Advisors
Colorado
$473K -$38.9K -1,000 -8%
AG
159
Aperio Group
California
$467K +$5.46K +140 +1%
CCC
160
Chelsea Counsel Company
California
$464K -$41.3K -1,060 -8%
AIM
161
Ada Investment Management
New York
$452K +$39.7K +1,020 +10%
DL
162
Delta Lloyd
Netherlands
$430K +$430K +11,040 New
LS
163
Livforsakringsbolaget Skandia
Sweden
$428K +$428K +11,000 New
Squarepoint
164
Squarepoint
New York
$428K +$428K +11,000 New
PL
165
Parkwood LLC
Ohio
$426K +$426K +10,940 New
ICAP
166
Independence Capital Asset Partners
Colorado
$424K -$4.69M -120,310 -92%
Canada Life
167
Canada Life
Manitoba, Canada
$392K +$138K +3,530 +54%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$392K +$392K +10,060 New
JC
169
JBF Capital
Colorado
$390K – – –
HCM
170
Hodges Capital Management
Texas
$389K – – –
IMAS
171
ID Management A/S
Denmark
$351K – – –
SG Americas Securities
172
SG Americas Securities
New York
$340K +$340K +8,730 New
AIM
173
Assured Investment Management
New York
$324K +$324K +8,330 New
GC
174
Guardian Capital
Ontario, Canada
$322K -$144K -3,710 -31%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$321K +$321K +8,250 New
5 6
7
8 9