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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 %
OMCS
201
Old Mutual Customised Solutions
South Africa
$37K – – –
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$22K -$373 -10 -2%
WA
203
Winfield Associates
Ohio
$18K – – –
WA
204
WFG Advisors
Texas
$16K +$364 +10 +2%
PCP
205
Proficio Capital Partners
Massachusetts
$15K +$7.32K +200 +95%
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$13K -$108K -3,000 -89%
AG
207
Advisor Group
Arizona
$13K -$2.53K -70 -16%
SFG
208
SevenBridge Financial Group
Pennsylvania
$12K – – –
CG
209
Cutler Group
California
$11K -$15.4K -420 -58%
IA
210
IFP Advisors
Florida
$11K – – –
CFD
211
Creative Financial Designs
Indiana
$10K +$10K +270 New
AII
212
AGF Investments Inc
Ontario, Canada
$9K +$1.17K +30 +15%
TCM
213
Tradewinds Capital Management
Washington
$9K +$9K +250 New
DAM
214
Delta Asset Management
Tennessee
$9K +$9K +250 New
GRP
215
Global Retirement Partners
California
$7K +$7K +190 New
QT
216
Quantbot Technologies
New York
$5K -$36.1K -1,010 -88%
AA
217
Apriem Advisors
California
$4K – – –
SEI Investments
218
SEI Investments
Pennsylvania
$4K +$2.75K +1,400 +219%
TRCT
219
Tower Research Capital (TRC)
New York
$2K -$151K -3,780 -99%
EARNEST Partners
220
EARNEST Partners
Georgia
$2K +$2K +60 New
US Bancorp
221
US Bancorp
Minnesota
$1K – – –
QI
222
QS Investors
New York
$1K – – –
LS
223
Livforsakringsbolaget Skandia
Sweden
$407 -$23.8K -644,290 -98%
GVT
224
Genesee Valley Trust
New York
$225 -$21 -560 -8%
FPF
225
FNY Partners Fund
New York
$6 +$6 +170 New
6 7 8
9
10