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U-Haul Holding Co
UHAL

Overview Fund Activity

170 hedge funds and large institutions have $1.54B invested in U-Haul Holding Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 83 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
83
Closed
12
Calls
$4.8M
Puts
$5.23M
Net Calls
-$426K
Net Calls Change
-$2.91M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$65.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$63.2M
3
ACA
3
Apis Capital Advisors
New York
$6.33M
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$53.7M
5
MP
5
Manikay Partners
New York
$28.4M

Top Sellers

1
CGI
1
CI Global Investments
California
$0
2
SFM
2
Systematic Financial Management
New Jersey
$17.3M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$13.6M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$32.2M
5
ICM
5
ISZO Capital Management
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$274M 965,584 +3,879 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M 393,095 -8,522 -2%
BC
3
Bruce & Co
Illinois
$69M 242,865 – –
NC
4
Nicholas Company
Wisconsin
$65.3M 229,733 +92,426 +67%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.2M 222,224 +42,531 +24%
AR
6
Advisory Research
Illinois
$57.9M 203,596 -3,269 -2%
CWAM
7
Columbia Wanger Asset Management
Illinois
$53.7M 189,000 +20,000 +12%
BIT
8
BlackRock Institutional Trust
California
$51.1M 179,862 -10,045 -5%
JIR
9
James Investment Research
Ohio
$48.6M 171,110 -525 -0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$42.7M 150,299 -800 -0.5%
State Street
11
State Street
Massachusetts
$34.5M 121,355 +2,120 +2%
RHBC
12
R.H. Bluestein & Co
Michigan
$32.2M 113,101 -14,326 -11%
MP
13
Manikay Partners
New York
$28.4M 100,000 +20,000 +25%
KA
14
Kerrisdale Advisers
Florida
$27M 94,855 +1,570 +2%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$25M 87,833 +902 +1%
Norges Bank
16
Norges Bank
Norway
$24.4M 85,798 -7,917 -8%
TCIM
17
TIAA CREF Investment Management
New York
$23.7M 83,440 -7,002 -8%
FCG
18
FrontFour Capital Group
Connecticut
$22.9M 80,433 +19,325 +32%
Bank of America
19
Bank of America
North Carolina
$21.2M 74,687 -3,368 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$20.3M 71,300 -6,600 -8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$18M 63,346 -10,230 -14%
SC
22
Skylands Capital
Wisconsin
$17.9M 62,822 +2,197 +4%
SFM
23
Systematic Financial Management
New Jersey
$17.3M 60,912 -14,864 -20%
WIM
24
Wilen Investment Management
Florida
$15.7M 55,842 -480 -0.9%
BFA
25
BlackRock Fund Advisors
California
$15.7M 55,163 +3,655 +7%
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