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U-Haul Holding Co
UHAL

Overview Fund Activity

173 hedge funds and large institutions have $1.29B invested in U-Haul Holding Co in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
5.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
32
Increased
51
Reduced
73
Closed
18
Calls
$9.91M
Puts
$13M
Net Calls
-$3.05M
Net Calls Change
-$1.01M

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$10.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$15.7M
3
IC
3
ISZO Capital
New York
$8.65M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$7.45M
5
Wells Fargo
5
Wells Fargo
California
$15.1M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$37.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.26M
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$237M 995,238 -19,431 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.8M 377,669 +8,370 +2%
BC
3
Bruce & Co
Illinois
$59.1M 249,400 -200 -0.1%
AR
4
Advisory Research
Illinois
$53.9M 226,823 -28,537 -11%
JIR
5
James Investment Research
Ohio
$45.2M 190,055 +6,875 +4%
KAM
6
Keeley Asset Management
Illinois
$42.4M 178,433 -9,152 -5%
LSV Asset Management
7
LSV Asset Management
Illinois
$42.4M 178,381 -15,552 -8%
BIT
8
BlackRock Institutional Trust
California
$38.8M 163,092 -27,258 -14%
SFM
9
Systematic Financial Management
New Jersey
$37.9M 159,208 -82,052 -34%
KA
10
Kerrisdale Advisers
Florida
$28.9M 121,437 -25,101 -17%
State Street
11
State Street
Massachusetts
$24.3M 102,301 +7,708 +8%
Northern Trust
12
Northern Trust
Illinois
$24M 101,076 +3,373 +3%
TCIM
13
TIAA CREF Investment Management
New York
$22.7M 95,576 +15,234 +19%
Norges Bank
14
Norges Bank
Norway
$22.3M 93,715 – –
Renaissance Technologies
15
Renaissance Technologies
New York
$18.3M 76,866 -1,800 -2%
Bank of America
16
Bank of America
North Carolina
$17.9M 75,315 -1,113 -1%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$16.9M 70,910 +7,162 +11%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$15.7M 66,218 +43,400 +190%
Wells Fargo
19
Wells Fargo
California
$15.1M 63,444 +29,500 +87%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$14.9M 62,509 -132 -0.2%
FCG
21
FrontFour Capital Group
Connecticut
$14.6M 61,371 -18,364 -23%
WIM
22
Wilen Investment Management
Florida
$13.6M 57,821 -1,223 -2%
Axa
23
Axa
France
$13.4M 56,175 -3,089 -5%
Morgan Stanley
24
Morgan Stanley
New York
$12.7M 53,440 -32,439 -38%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$12.6M 53,162 +2,170 +4%
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