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U-Haul Holding Co
UHAL

Overview Fund Activity

225 hedge funds and large institutions have $2.07B invested in U-Haul Holding Co in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
40
Increased
64
Reduced
83
Closed
24
Calls
$2.43M
Puts
$6.8M
Net Calls
-$4.37M
Net Calls Change
-$2.69M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$38M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$38.1M
3
JHIU
Janus Henderson Investors US
Colorado
$24.6M
4
EIP
Epoch Investment Partners
New York
$19M
5
DA
Denali Advisors
California
$12.9M

Top Sellers

1
NC
Nicholas Company
Wisconsin
$70.6M
2
CWAM
Columbia Wanger Asset Management
Illinois
$65M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$263M
4
JIR
James Investment Research
Ohio
$2.41M
5
Goldman Sachs
Goldman Sachs
New York
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$387K – – –
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$381K +$8.1K +220 +2%
AB
153
Amalgamated Bank
New York
$370K +$41.8K +1,130 +13%
Wolverine Trading
154
Wolverine Trading
Illinois
$352K +$352K +9,530 New
NA
155
Neuburgh Advisers
California
$349K +$349K +9,440 New
CC
156
Cannell Capital
Wyoming
$330K +$330K +8,930 New
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$314K – – –
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$307K -$5.92K -160 -2%
ERIM
159
Eagle Ridge Investment Management
Connecticut
$304K -$123K -3,340 -29%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$296K -$37K -1,000 -11%
IHL
161
Investment House LLC
California
$275K +$275K +7,450 New
Principal Financial Group
162
Principal Financial Group
Iowa
$264K -$206K -5,560 -44%
MOACM
163
Mutual of America Capital Management
New York
$261K -$19.9K -540 -7%
CIM
164
Calvert Investment Management
Maryland
$254K -$370 -10 -0.1%
HIP
165
Hatteras Investment Partners
North Carolina
$248K -$161K -4,350 -39%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$236K – – –
CPA
167
Clear Perspective Advisors
Illinois
$231K +$231K +6,250 New
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$226K -$33.2K -900 -13%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$220K -$4.06K -110 -2%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$217K +$217K +5,930 New
SMDAM
171
Sumitomo Mitsui DS Asset Management
Japan
$204K +$204K +5,540 New
ICM
172
IMS Capital Management
Oregon
$203K +$203K +5,500 New
GH
173
GAM Holding
Switzerland
$201K – – –
WBC
174
Westpac Banking Corp
Australia
$192K – – –
DVM
175
Dreman Value Management
Florida
$177K – – –
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7
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