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U-Haul Holding Co
UHAL

Overview Fund Activity

167 hedge funds and large institutions have $1.73B invested in U-Haul Holding Co in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 22 closing their positions.

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.3%
New
25
Increased
57
Reduced
70
Closed
22
Calls
$882K
Puts
$1.44M
Net Calls
-$557K
Net Calls Change
-$1.71M

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$102M
2
AA
2
Ancient Art
Texas
$36.4M
3
MP
3
Mangrove Partners
Connecticut
$8.12M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$25.9M
5
HCMT
5
Highland Capital Management (Tennessee)
Tennessee
$2.91M

Top Sellers

1
JIR
1
James Investment Research
Ohio
$44.5M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$28.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.1M
4
SCM
4
Sandler Capital Management
New York
$2.35M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$309M 946,258 -3,625 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M 375,499 -9,536 -2%
NC
3
Nicholas Company
Wisconsin
$102M 311,887 +76,659 +33%
BC
4
Bruce & Co
Illinois
$79.4M 242,865 – –
Wellington Management Group
5
Wellington Management Group
Massachusetts
$69.8M 213,463 -9,961 -4%
CWAM
6
Columbia Wanger Asset Management
Illinois
$65.9M 201,469 -7,531 -4%
AR
7
Advisory Research
Illinois
$59.8M 182,866 -9,025 -5%
BIT
8
BlackRock Institutional Trust
California
$53M 162,201 -11,740 -7%
JIR
9
James Investment Research
Ohio
$44.5M 136,184 -35,015 -20%
State Street
10
State Street
Massachusetts
$37.9M 115,891 -5,327 -4%
AA
11
Ancient Art
Texas
$36.4M 111,199 +66,212 +147%
MP
12
Manikay Partners
New York
$36M 110,000 – –
RHBC
13
R.H. Bluestein & Co
Michigan
$31.7M 97,002 -1,774 -2%
Norges Bank
14
Norges Bank
Norway
$29.2M 89,428 +8,523 +11%
LSV Asset Management
15
LSV Asset Management
Illinois
$28.8M 88,166 -32,819 -27%
TCIM
16
TIAA CREF Investment Management
New York
$26.5M 81,064 -1,637 -2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$25.9M 79,342 +10,977 +16%
FCG
18
FrontFour Capital Group
Connecticut
$25.1M 76,703 -3,116 -4%
Bank of America
19
Bank of America
North Carolina
$24.9M 76,283 +1,374 +2%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$23.4M 71,661 -16,292 -19%
KA
21
Kerrisdale Advisers
Florida
$23.3M 71,369 -1,900 -3%
SC
22
Skylands Capital
Wisconsin
$19.8M 60,525 -4,475 -7%
BFA
23
BlackRock Fund Advisors
California
$19.2M 58,805 +1,161 +2%
Wells Fargo
24
Wells Fargo
California
$19.1M 58,321 +5,330 +10%
SFM
25
Systematic Financial Management
New Jersey
$18.9M 57,698 -1,057 -2%
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