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U-Haul Holding Co
UHAL

214 hedge funds and large institutions have $1.78B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 234 → 214 (-20)

15% less capital invested

Capital invested by funds: $2.09B → $1.78B (-$306M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

22% less call options, than puts

Call options by funds: $5.87M | Put options by funds: $7.54M

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
214
Holders Change
-20
Holders Change %
-8.55%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
19
Increased
64
Reduced
84
Closed
37
Calls
$5.87M
Puts
$7.54M
Net Calls
-$1.68M
Net Calls Change
+$1.56M

Top Buyers

1
GC
Greenlight Capital
New York
+$50.5M
2
NM
Newtyn Management
New York
+$25M
3
LS
Livforsakringsbolaget Skandia
Sweden
+$23M
4
First Manhattan
First Manhattan
New York
+$20.1M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M

Top Sellers

1
JIR
James Investment Research
Ohio
-$53.2M
2
CRCM
Cat Rock Capital Management
Connecticut
-$17.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$15.6M
5
TM
Tiger Management
New York
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
201
SevenBridge Financial Group
Pennsylvania
$12K – – –
IA
202
IFP Advisors
Florida
$10K -$3.57K -100 -25%
PCP
203
Proficio Capital Partners
Massachusetts
$7K -$10.4K -290 -58%
SAMC
204
Shinko Asset Management Company
Japan
$7K – – –
AII
205
AGF Investments Inc
Ontario, Canada
$6K +$7.14K +200 New
AA
206
Apriem Advisors
California
$3K – – –
IWMPD
207
Integrated Wealth Management (Palm Desert)
California
$3K – – –
CAW
208
Cornerstone Advisors (Washington)
Washington
$2K – – –
US Bancorp
209
US Bancorp
Minnesota
$1K -$35.7K -1,000 -97%
ASN
210
Advisory Services Network
Georgia
$1K – – –
DPA
211
Delphi Private Advisors
California
$1K – – –
PMFA
212
Plante Moran Financial Advisors
Michigan
$1K – – –
QI
213
QS Investors
New York
$1K – – –
VOYA Investment Management
214
VOYA Investment Management
Georgia
$808 +$28.9K +810 +3%
CRCM
215
Cat Rock Capital Management
Connecticut
– -$17.5M -468,000 Closed
TM
216
Tiger Management
New York
– -$15M -399,620 Closed
MPAM
217
Monarch Partners Asset Management
Massachusetts
– -$10.6M -284,310 Closed
HIS
218
Horizon Investment Services
Indiana
– -$3.47M -92,650 Closed
AI
219
Analytic Investors
California
– -$1.73M -46,310 Closed
HCMT
220
Highland Capital Management (Tennessee)
Tennessee
– -$1.69M -45,080 Closed
DCM
221
Dynamic Capital Management
Jersey
– -$1.55M -41,390 Closed
WCA
222
Waratah Capital Advisors
Ontario, Canada
– -$1.26M -33,700 Closed
GCP
223
GSA Capital Partners
United Kingdom
– -$1.19M -31,710 Closed
GF
224
Gerstein Fisher
New York
– -$1.16M -31,010 Closed
SCA
225
Secor Capital Advisors
New York
– -$1.04M -27,780 Closed
7 8
9
10 11

UHAL Hedge Fund Activity: Q3 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.78B — down 15% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.

The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.

  • 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
  • Funds reported $1.78B of U-Haul Holding Co stock for Q3 2016, down 15% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
  • The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
  • The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2016.