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U-Haul Holding Co

234 hedge funds and large institutions have $2.09B invested in U-Haul Holding Co in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more capital invested

Capital invested by funds: $2.01B → $2.09B (+$75.9M)

3% less funds holding

Funds holding: 240234 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 101

43% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $7.57M

Holders
234
Holders Change
-6
Holders Change %
-2.5%
% of All Funds
6.24%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
27
Increased
66
Reduced
101
Closed
31
Calls
$4.34M
Puts
$7.57M
Net Calls
-$3.23M
Net Calls Change
-$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$311M -$16.5M -457,740 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$5.99M +165,710 +4%
NC
3
Nicholas Company
Wisconsin
$120M +$39.8K +1,100 +0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M +$6.78M +187,500 +7%
CWAM
5
Columbia Wanger Asset Management
Illinois
$82.5M +$19.8M +548,820 +33%
JIR
6
James Investment Research
Ohio
$79.5M +$3.43M +94,850 +5%
BC
7
Bruce & Co
Illinois
$72.4M -$72.3K -2,000 -0.1%
BIT
8
BlackRock Institutional Trust
California
$61.9M -$1.71M -47,420 -3%
State Street
9
State Street
Massachusetts
$56.6M -$6.65M -184,100 -11%
AA
10
Ancient Art
Texas
$55.7M
AQR Capital Management
11
AQR Capital Management
Connecticut
$47.8M +$1.95M +53,910 +4%
MP
12
Manikay Partners
New York
$44.9M
HSC
13
Harbor Spring Capital
New York
$40.1M +$4.34M +120,000 +13%
Goldman Sachs
14
Goldman Sachs
New York
$39.6M -$1.46M -40,390 -4%
Bank of America
15
Bank of America
North Carolina
$29.6M -$948K -26,240 -3%
GC
16
Greenlight Capital
New York
$29.5M +$28.4M +786,870 New
TCIM
17
TIAA CREF Investment Management
New York
$29.1M -$6.45M -178,570 -19%
SFM
18
Systematic Financial Management
New Jersey
$27.3M -$2.3M -63,690 -8%
First Manhattan
19
First Manhattan
New York
$25M +$19.5M +538,410 +416%
Wells Fargo
20
Wells Fargo
California
$24.3M -$1.11M -30,650 -5%
Norges Bank
21
Norges Bank
Norway
$23.7M -$3.73M -103,210 -14%
NM
22
Newtyn Management
New York
$22.5M +$21.7M +600,000 New
JHIU
23
Janus Henderson Investors US
Colorado
$21.2M -$6.44M -178,340 -24%
BFA
24
BlackRock Fund Advisors
California
$21.2M -$3.49M -96,570 -15%
SI
25
Scout Investments
Missouri
$19.8M +$813K +22,500 +4%