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U-Haul Holding Co
UHAL

Overview Fund Activity

240 hedge funds and large institutions have $2.01B invested in U-Haul Holding Co in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 28 closing their positions.

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
33
Increased
92
Reduced
75
Closed
28
Calls
$8.73M
Puts
$6.06M
Net Calls
+$2.67M
Net Calls Change
-$1.17M

Top Buyers

1
JIR
1
James Investment Research
Ohio
$72.5M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
AA
3
Ancient Art
Texas
$53.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$90.4M
5
CRCM
5
Cat Rock Capital Management
Connecticut
$15.5M

Top Sellers

1
ICM
1
ISZO Capital Management
New York
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$313M
4
RHBC
4
R.H. Bluestein & Co
Michigan
$25.7M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$313M 876,128 -35,937 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M 409,485 +9,169 +2%
NC
3
Nicholas Company
Wisconsin
$114M 319,146 -1,230 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$90.4M 252,948 +46,913 +23%
JIR
5
James Investment Research
Ohio
$72.5M 202,872 +55,611 +38%
BC
6
Bruce & Co
Illinois
$69.2M 193,565 – –
BIT
7
BlackRock Institutional Trust
California
$60.7M 169,949 +4,014 +2%
State Street
8
State Street
Massachusetts
$60.5M 169,452 +14,077 +9%
CWAM
9
Columbia Wanger Asset Management
Illinois
$59.1M 165,276 – –
AA
10
Ancient Art
Texas
$53.1M 148,687 +49,777 +50%
AQR Capital Management
11
AQR Capital Management
Connecticut
$43.6M 122,121 +21,427 +21%
MP
12
Manikay Partners
New York
$42.9M 120,000 +10,000 +9%
Goldman Sachs
13
Goldman Sachs
New York
$39.2M 109,812 +38,355 +54%
TCIM
14
TIAA CREF Investment Management
New York
$34.1M 95,571 +3,570 +4%
HSC
15
Harbor Spring Capital
New York
$33.9M 95,000 – –
Bank of America
16
Bank of America
North Carolina
$29.2M 81,666 -2,971 -4%
SFM
17
Systematic Financial Management
New Jersey
$28.3M 79,316 +33,933 +75%
JHIU
18
Janus Henderson Investors US
Colorado
$26.6M 74,502 +50,485 +210%
Norges Bank
19
Norges Bank
Norway
$26.3M 73,594 – –
Invesco
20
Invesco
Georgia
$26.3M 73,571 +3,401 +5%
RHBC
21
R.H. Bluestein & Co
Michigan
$25.7M 72,054 -33,049 -31%
Wells Fargo
22
Wells Fargo
California
$24.3M 68,049 +2,306 +4%
BFA
23
BlackRock Fund Advisors
California
$23.7M 66,222 -1,615 -2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$19.1M 53,525 -870 -2%
First Trust Advisors
25
First Trust Advisors
Illinois
$18.6M 52,185 -31,046 -37%
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