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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 %
Asset Management One
176
Asset Management One
Japan
$319K +$319K +8,150 New
QC
177
Quadrature Capital
United Kingdom
$312K +$312K +8,000 New
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$309K +$54.9K +1,410 +22%
AB
179
Amalgamated Bank
New York
$305K -$21.4K -550 -7%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$273K +$273K +7,000 New
TSS
181
Two Sigma Securities
New York
$268K +$268K +6,870 New
GVT
182
Genesee Valley Trust
New York
$246K – – –
AIG
183
American International Group
New York
$241K – – –
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$234K – – –
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$231K – – –
JPMPWA
186
J.P. Morgan Private Wealth Advisors
California
$231K – – –
T
187
TOBAM
France
$224K +$224K +5,740 New
CAL
188
Capital Analysts LLC
Pennsylvania
$219K -$196K -5,030 -47%
Barclays
189
Barclays
United Kingdom
$213K -$46.3K -1,190 -18%
AP
190
AHL Partners
United Kingdom
$213K +$213K +5,470 New
ZIM
191
Zacks Investment Management
Illinois
$210K +$3.89K +100 +2%
Truist Financial
192
Truist Financial
North Carolina
$209K -$12.5K -320 -6%
MIC
193
MU Investments Company
Japan
$198K +$198K +5,100 New
WBC
194
Westpac Banking Corp
Australia
$186K +$186K +4,770 New
LIA
195
LS Investment Advisors
Michigan
$182K +$182K +4,670 New
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$160K – – –
Fuller & Thaler Asset Management
197
Fuller & Thaler Asset Management
California
$156K – – –
Macquarie Group
198
Macquarie Group
Australia
$156K +$156K +4,000 New
CF
199
CenterStar Fund
Illinois
$155K – – –
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$145K +$2.72K +70 +2%
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8
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