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U-Haul Holding Co

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.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $1.41B → $1.54B (+$133M)

4% more funds holding

Funds holding: 163170 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $5.23M

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$274M +$1.05M +38,790 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M -$2.31M -85,220 -2%
BC
3
Bruce & Co
Illinois
$69M
NC
4
Nicholas Company
Wisconsin
$65.3M +$25.1M +924,260 +67%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.2M +$11.5M +425,310 +24%
AR
6
Advisory Research
Illinois
$57.9M -$886K -32,690 -2%
CWAM
7
Columbia Wanger Asset Management
Illinois
$53.7M +$5.42M +200,000 +12%
BIT
8
BlackRock Institutional Trust
California
$51.1M -$2.72M -100,450 -5%
JIR
9
James Investment Research
Ohio
$48.6M -$142K -5,250 -0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$42.7M -$217K -8,000 -0.5%
State Street
11
State Street
Massachusetts
$34.5M +$575K +21,200 +2%
RHBC
12
R.H. Bluestein & Co
Michigan
$32.1M -$3.88M -143,260 -11%
MP
13
Manikay Partners
New York
$28.4M +$5.42M +200,000 +25%
KA
14
Kerrisdale Advisers
Florida
$27M +$426K +15,700 +2%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$25M +$244K +9,020 +1%
Norges Bank
16
Norges Bank
Norway
$24.4M -$2.15M -79,170 -8%
TCIM
17
TIAA CREF Investment Management
New York
$23.7M -$1.9M -70,020 -8%
FCG
18
FrontFour Capital Group
Connecticut
$22.9M +$5.24M +193,250 +32%
Bank of America
19
Bank of America
North Carolina
$21.2M -$913K -33,680 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$20.3M -$1.79M -66,000 -8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$18M -$2.77M -102,300 -14%
SC
22
Skylands Capital
Wisconsin
$17.9M +$595K +21,970 +4%
SFM
23
Systematic Financial Management
New Jersey
$17.3M -$4.03M -148,640 -20%
WIM
24
Wilen Investment Management
Florida
$15.7M -$130K -4,800 -0.9%
BFA
25
BlackRock Fund Advisors
California
$15.7M +$991K +36,550 +7%

UHAL Hedge Fund Activity: Q4 2014 in Review

170 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2014, worth a combined $1.54B — up 9.4% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHAL positions and 12 closed out — a net gain of 10 holders — while 45 added to existing stakes and 83 trimmed.

The largest buyer was Nicholas Company, adding an estimated $25.1M. The largest seller was CI Global Investments, exiting entirely with an estimated $7.2M sold.

  • 170 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2014, up from 163 in Q3 2014.
  • Funds reported $1.54B of U-Haul Holding Co stock for Q4 2014, up 9.4% quarter-over-quarter.
  • 22 funds opened new U-Haul Holding Co positions in Q4 2014 and 12 closed out, a net change of +10 holders.
  • The largest U-Haul Holding Co buyer in Q4 2014 was Nicholas Company, an estimated $25.1M added.
  • The largest U-Haul Holding Co seller in Q4 2014 was CI Global Investments, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2014.