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U-Haul Holding Co

159 hedge funds and large institutions have $1.02B invested in U-Haul Holding Co in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
31
Increased
61
Reduced
53
Closed
16
Calls
$10.4M
Puts
$12.4M
Net Calls
-$2.04M
Net Calls Change
-$1.75M
Name Market Value Shares Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$187M 1,014,669 -11,020 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68M 369,299 +31,262 +9%
AR
3
Advisory Research
Illinois
$47M 255,360 -47,053 -16%
SFM
4
Systematic Financial Management
New Jersey
$44.4M 241,260 +21,185 +10%
BC
5
Bruce & Co
Illinois
$40.4M 249,600
LSV Asset Management
6
LSV Asset Management
Illinois
$35.7M 193,933 -61 -0%
BIT
7
BlackRock Institutional Trust
California
$35M 190,350 -33,884 -15%
KAM
8
Keeley Asset Management
Illinois
$34.5M 187,585 -28,315 -13%
JIR
9
James Investment Research
Ohio
$33.7M 183,180 +1,740 +1%
KA
10
Kerrisdale Advisers
Florida
$27M 146,538 +39,979 +38%
Northern Trust
11
Northern Trust
Illinois
$18M 97,703 -60,592 -38%
State Street
12
State Street
Massachusetts
$17.4M 94,593 +13,484 +17%
Norges Bank
13
Norges Bank
Norway
$17.3M 93,715
Morgan Stanley
14
Morgan Stanley
New York
$15.8M 85,879 +7,433 +9%
TCIM
15
TIAA CREF Investment Management
New York
$14.8M 80,342 +28,353 +55%
FCG
16
FrontFour Capital Group
Connecticut
$14.7M 79,735 +24,213 +44%
Renaissance Technologies
17
Renaissance Technologies
New York
$14.5M 78,666 +14,600 +23%
Bank of America
18
Bank of America
North Carolina
$14.1M 76,428 -13,932 -15%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$11.7M 63,748 +9,401 +17%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$11.5M 62,641 +193 +0.3%
Axa
21
Axa
France
$10.9M 59,264 +31,512 +114%
WIM
22
Wilen Investment Management
Florida
$10.7M 59,044 -200 -0.3%
Goldman Sachs
23
Goldman Sachs
New York
$9.9M 53,745 -5,165 -9%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.57M 51,965 +51,965 New
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$9.39M 50,992 +12,364 +32%