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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

276 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
39
Increased
91
Reduced
102
Closed
26
Calls
$6.4M
Puts
$719K
Net Calls
+$5.68M
Net Calls Change
+$15.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$15.6M
5
SCM
5
Smead Capital Management
Arizona
$111M

Top Sellers

1
AA
1
Ancient Art
Texas
$2.66M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$185M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.14M
4
A
4
AustralianSuper
Australia
$0
5
KPF
5
K2 Principal Fund
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
A
276
AustralianSuper
Australia
– – -209,394 Closed
KPF
277
K2 Principal Fund
Ontario, Canada
– – -176,882 Closed
Los Angeles Capital Management
278
Los Angeles Capital Management
California
– – -154,575 Closed
ASGS
279
Alpha Square Group S
New York
– – -51,300 Closed
AIMCA
280
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -46,765 Closed
VRS
281
Virginia Retirement Systems
Virginia
– – -36,000 Closed
AM
282
AGF Management
Ontario, Canada
– – -17,879 Closed
Arrowstreet Capital
283
Arrowstreet Capital
Massachusetts
– – -16,895 Closed
IMRF
284
Illinois Municipal Retirement Fund
Illinois
– – -12,654 Closed
MYAM
285
Meiji Yasuda Asset Management
Japan
– – -12,548 Closed
JCM
286
Janney Capital Management
Pennsylvania
– – -7,510 Closed
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
– – -5,067 Closed
KBC Group
288
KBC Group
Belgium
– – -5,022 Closed
KAS
289
Kestra Advisory Services
Texas
– – -4,402 Closed
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
– – -4,001 Closed
Verition Fund Management
291
Verition Fund Management
Connecticut
– – -3,880 Closed
BP
292
BBR Partners
New York
– – -3,753 Closed
GC
293
Guggenheim Capital
Illinois
– – -3,744 Closed
AC
294
Allstate Corporation
Illinois
– – -3,733 Closed
SG Americas Securities
295
SG Americas Securities
New York
– – -3,019 Closed
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
– – -2,916 Closed
FWM
297
Focused Wealth Management
New York
– – -1,350 Closed
CS
298
Comerica Securities
Michigan
– – -270 Closed
BHWM
299
Beaird Harris Wealth Management
Texas
– – -249 Closed
IA
300
IFP Advisors
Florida
– – -55 Closed
9 10 11
12
13