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U-Haul Holding Co
UHAL

214 hedge funds and large institutions have $1.78B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 234 → 214 (-20)

15% less capital invested

Capital invested by funds: $2.09B → $1.78B (-$306M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

22% less call options, than puts

Call options by funds: $5.87M | Put options by funds: $7.54M

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
214
Holders Change
-20
Holders Change %
-8.55%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
19
Increased
64
Reduced
84
Closed
37
Calls
$5.87M
Puts
$7.54M
Net Calls
-$1.68M
Net Calls Change
+$1.56M

Top Buyers

1
GC
Greenlight Capital
New York
+$50.5M
2
NM
Newtyn Management
New York
+$25M
3
LS
Livforsakringsbolaget Skandia
Sweden
+$23M
4
First Manhattan
First Manhattan
New York
+$20.1M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M

Top Sellers

1
JIR
James Investment Research
Ohio
-$53.2M
2
CRCM
Cat Rock Capital Management
Connecticut
-$17.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$15.6M
5
TM
Tiger Management
New York
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$255M -$15.9M -444,400 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M +$1.3M +36,520 +0.9%
NC
3
Nicholas Company
Wisconsin
$101M -$2.8M -78,500 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.3M +$11.3M +315,340 +12%
CWAM
5
Columbia Wanger Asset Management
Illinois
$83.8M +$13.7M +384,070 +17%
GC
6
Greenlight Capital
New York
$71.3M +$50.5M +1,413,130 +180%
BC
7
Bruce & Co
Illinois
$62.6M -$89.3K -2,500 -0.1%
BIT
8
BlackRock Institutional Trust
California
$49M -$5.04M -141,180 -9%
AA
9
Ancient Art
Texas
$48.2M – – –
State Street
10
State Street
Massachusetts
$45.3M -$4.09M -114,490 -8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$45M +$4.06M +113,680 +9%
NM
12
Newtyn Management
New York
$42.1M +$25M +700,000 +117%
First Manhattan
13
First Manhattan
New York
$39.9M +$20.1M +562,750 +84%
MP
14
Manikay Partners
New York
$38.9M – – –
Goldman Sachs
15
Goldman Sachs
New York
$37.7M +$3.77M +105,440 +10%
HSC
16
Harbor Spring Capital
New York
$35.7M +$1.07M +30,000 +3%
Bank of America
17
Bank of America
North Carolina
$25M -$706K -19,760 -2%
SFM
18
Systematic Financial Management
New Jersey
$22.3M -$1.47M -41,210 -6%
JIR
19
James Investment Research
Ohio
$20.6M -$53.2M -1,488,370 -70%
Wells Fargo
20
Wells Fargo
California
$20.3M -$817K -22,890 -4%
BFA
21
BlackRock Fund Advisors
California
$18.8M +$516K +14,440 +3%
Norges Bank
22
Norges Bank
Norway
$18.8M -$949K -26,560 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$17.5M +$4.2M +117,640 +28%
Allianz Asset Management
24
Allianz Asset Management
Germany
$17M +$355K +9,940 +2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$17M +$274K +7,680 +1%
1
2 3 4 5

UHAL Hedge Fund Activity: Q3 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.78B — down 15% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.

The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.

  • 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
  • Funds reported $1.78B of U-Haul Holding Co stock for Q3 2016, down 15% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
  • The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
  • The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2016.