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U-Haul Holding Co

238 hedge funds and large institutions have $2.15B invested in U-Haul Holding Co in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

35% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $10.9M

20% more funds holding

Funds holding: 199238 (+39)

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.06B → $2.15B (+$85.2M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
68
Increased
77
Reduced
70
Closed
28
Calls
$14.8M
Puts
$10.9M
Net Calls
+$3.84M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$355M -$8.86M -219,280 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M +$7.64M +189,010 +5%
NC
3
Nicholas Company
Wisconsin
$125M +$2.62M +64,890 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$80.3M -$2.63M -65,080 -3%
BC
5
Bruce & Co
Illinois
$75.4M -$11M -273,000 -12%
BIT
6
BlackRock Institutional Trust
California
$64.6M +$1.94M +47,970 +3%
CWAM
7
Columbia Wanger Asset Management
Illinois
$64.4M -$14.1M -348,720 -17%
State Street
8
State Street
Massachusetts
$60.5M +$17.3M +426,960 +38%
JIR
9
James Investment Research
Ohio
$57.4M +$4.8M +118,870 +9%
MP
10
Manikay Partners
New York
$42.8M
RHBC
11
R.H. Bluestein & Co
Michigan
$40.9M -$1.74M -42,940 -4%
AQR Capital Management
12
AQR Capital Management
Connecticut
$39.2M +$4.22M +104,360 +12%
AA
13
Ancient Art
Texas
$38.5M -$7.61M -188,310 -16%
HSC
14
Harbor Spring Capital
New York
$37M +$38.4M +950,000 New
TCIM
15
TIAA CREF Investment Management
New York
$35.8M +$3.28M +81,230 +10%
Bank of America
16
Bank of America
North Carolina
$33M -$556K -13,750 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$32.4M +$33.6M +832,310 New
Norges Bank
18
Norges Bank
Norway
$28.7M +$632K +15,630 +2%
TM
19
Tiger Management
New York
$28M +$19M +471,000 +190%
Goldman Sachs
20
Goldman Sachs
New York
$27.8M +$12.9M +319,980 +81%
Invesco
21
Invesco
Georgia
$27.3M +$4.86M +120,150 +21%
BFA
22
BlackRock Fund Advisors
California
$26.4M +$3.32M +82,100 +14%
Wells Fargo
23
Wells Fargo
California
$25.6M +$1.08M +26,790 +4%
Renaissance Technologies
24
Renaissance Technologies
New York
$21.6M +$1.21M +30,000 +6%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$21.2M +$1.57M +38,950 +8%