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U-Haul Holding Co
UHAL

Overview Fund Activity

240 hedge funds and large institutions have $2.01B invested in U-Haul Holding Co in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
33
Increased
92
Reduced
75
Closed
28
Calls
$8.73M
Puts
$6.06M
Net Calls
+$2.67M
Net Calls Change
-$1.17M

Top Buyers

1
JIR
1
James Investment Research
Ohio
$72.5M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
AA
3
Ancient Art
Texas
$53.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$90.4M
5
CRCM
5
Cat Rock Capital Management
Connecticut
$15.5M

Top Sellers

1
ICM
1
ISZO Capital Management
New York
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$313M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$25.7M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
176
UBS Group
Switzerland
$307K -$182K -5,100 -37%
AB
177
Amalgamated Bank
New York
$306K +$25.4K +710 +9%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$305K +$21.4K +600 +8%
GC
179
Guardian Capital
Ontario, Canada
$295K – – –
Asset Management One
180
Asset Management One
Japan
$288K +$5.89K +170 +2%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$285K – – –
IRF
182
IBM Retirement Fund
New York
$277K -$361K -10,100 -57%
T
183
TOBAM
France
$268K +$63.2K +1,770 +31%
Walleye Trading
184
Walleye Trading
New York
$267K +$146K +4,100 +121%
CAL
185
Capital Analysts LLC
Pennsylvania
$253K +$51.8K +1,450 +26%
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$250K – – –
LMGAM
187
Liberty Mutual Group Asset Management
Massachusetts
$250K +$250K +7,000 New
DAL
188
David A. Lorber
$243K -$203K -5,680 -46%
CS
189
Candriam SCA
Luxembourg
$235K +$235K +6,610 New
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$230K -$386K -10,800 -63%
GVT
191
Genesee Valley Trust
New York
$221K -$4.65K -130 -2%
New York State Teachers Retirement System (NYSTRS)
192
New York State Teachers Retirement System (NYSTRS)
New York
$214K – – –
JPMPWA
193
J.P. Morgan Private Wealth Advisors
California
$212K – – –
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K +$2.07K +60 +1%
LIA
195
LS Investment Advisors
Michigan
$173K +$6.08K +170 +4%
WBC
196
Westpac Banking Corp
Australia
$170K – – –
MIC
197
MU Investments Company
Japan
$152K -$24.2K -700 -14%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$152K +$83.7K +2,340 +123%
Macquarie Group
199
Macquarie Group
Australia
$143K – – –
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$133K – – –
6 7
8
9 10