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U-Haul Holding Co
UHAL

147 hedge funds and large institutions have $907M invested in U-Haul Holding Co in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $5.91M | Put options by funds: $6.2M

Holders
147
Holders Change
+147
Holders Change %
–
% of All Funds
4.8%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.26%
New
147
Increased
–
Reduced
–
Closed
–
Calls
$5.91M
Puts
$6.2M
Net Calls
-$292K
Net Calls Change
-$292K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$166M +$170M +10,256,890 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.7M +$56.1M +3,380,370 New
AR
3
Advisory Research
Illinois
$49M +$50.2M +3,024,130 New
BC
4
Bruce & Co
Illinois
$40.4M +$41.5M +2,496,000 New
BIT
5
BlackRock Institutional Trust
California
$36.3M +$37.2M +2,242,340 New
SFM
6
Systematic Financial Management
New Jersey
$35.6M +$36.6M +2,200,750 New
KAM
7
Keeley Asset Management
Illinois
$35M +$35.9M +2,159,000 New
LSV Asset Management
8
LSV Asset Management
Illinois
$31.4M +$32.2M +1,939,940 New
JIR
9
James Investment Research
Ohio
$29.4M +$30.1M +1,814,400 New
Northern Trust
10
Northern Trust
Illinois
$25.6M +$26.3M +1,582,950 New
KA
11
Kerrisdale Advisers
Florida
$17.3M +$17.7M +1,065,590 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$15.9M +$16.3M +983,530 New
Norges Bank
13
Norges Bank
Norway
$15.2M +$15.6M +937,150 New
Bank of America
14
Bank of America
North Carolina
$14.6M +$15M +903,600 New
State Street
15
State Street
Massachusetts
$13.1M +$13.5M +811,090 New
Morgan Stanley
16
Morgan Stanley
New York
$12.7M +$13M +784,460 New
NI
17
Numeric Investors
Massachusetts
$11M +$11.3M +680,490 New
TA
18
Teachers Advisors
New York
$10.8M +$11.1M +666,080 New
Renaissance Technologies
19
Renaissance Technologies
New York
$10.4M +$10.6M +640,660 New
JP Morgan Chase
20
JP Morgan Chase
New York
$10.1M +$10.4M +624,480 New
Goldman Sachs
21
Goldman Sachs
New York
$9.54M +$9.78M +589,100 New
WIM
22
Wilen Investment Management
Florida
$9.54M +$9.84M +592,440 New
FCG
23
FrontFour Capital Group
Connecticut
$8.99M +$9.22M +555,220 New
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$8.8M +$9.03M +543,470 New
TCIM
25
TIAA CREF Investment Management
New York
$8.42M +$8.63M +519,890 New
1
2 3 4 5

UHAL Hedge Fund Activity: Q2 2013 in Review

147 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2013, worth a combined $907M.

Buyers outnumbered sellers: 147 funds opened new UHAL positions and 0 closed out — a net gain of 147 holders — while 0 added to existing stakes and 0 trimmed.

  • 147 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $907M of U-Haul Holding Co stock for Q2 2013.
  • 147 funds opened new U-Haul Holding Co positions in Q2 2013 and 0 closed out, a net change of +147 holders.

Based on aggregated 13F filings for Q2 2013.