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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

251 hedge funds and large institutions have $3.29B invested in U-Haul Holding Co Series N in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 42 closing their positions.

Holders
251
Holders Change
-27
Holders Change %
-9.71%
% of All Funds
4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
89
Reduced
83
Closed
42
Calls
$1.61M
Puts
$330K
Net Calls
+$1.28M
Net Calls Change
+$939K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.3M
2
BlackRock
2
BlackRock
New York
$291M
3
YAM
3
Yacktman Asset Management
Texas
$388M
4
Charles Schwab
4
Charles Schwab
California
$44.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.2M

Top Sellers

1
SI
1
Scout Investments
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$8.95M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WC
276
Weil Company
California
– – -6,981 Closed
VAS
277
Vestmark Advisory Solutions
Massachusetts
– – -6,629 Closed
William Blair & Company
278
William Blair & Company
Illinois
– – -4,910 Closed
VCP
279
Verus Capital Partners
Arizona
– – -4,578 Closed
FPA
280
First Pacific Advisors
California
– – -4,500 Closed
KeyBank National Association
281
KeyBank National Association
Ohio
– – -4,117 Closed
SP
282
Symmetry Partners
Connecticut
– – -4,043 Closed
LCM
283
Laurion Capital Management
New York
– – -3,970 Closed
HCA
284
Harbor Capital Advisors
Illinois
– – -2,606 Closed
Point72 Asset Management
285
Point72 Asset Management
Connecticut
– – -2,370 Closed
O
286
Ossiam
France
– – -2,097 Closed
Allspring Global Investments
287
Allspring Global Investments
North Carolina
– – -965 Closed
CFO
288
CVA Family Office
Colorado
– – -900 Closed
IGWM
289
ICA Group Wealth Management
Colorado
– – -144 Closed
HI
290
Harbour Investments
Wisconsin
– – -126 Closed
DI
291
Disciplined Investments
Oklahoma
– – -36 Closed
2L
292
25 LLC
Missouri
– – -10 Closed
EAM
293
Erste Asset Management
Austria
– – – –
CFGS
294
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
295
Simplex Trading
Illinois
– – – –
AW
296
Avion Wealth
Texas
$0 9 +9 New
8 9 10 11
12