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U-Haul Holding Co Series N
UHAL.B

268 hedge funds and large institutions have $3.23B invested in U-Haul Holding Co Series N in 2022 Q4 according to their latest regulatory filings, with 268 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.71% more ownership

Funds ownership: 0% → 35.71% (+36%)

61% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $16M

Holders
268
Holders Change
+268
Holders Change %
–
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.14%
New
268
Increased
–
Reduced
–
Closed
–
Calls
$6.23M
Puts
$16M
Net Calls
-$9.78M
Net Calls Change
-$9.78M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$512M
2
YAM
Yacktman Asset Management
Texas
+$389M
3
BlackRock
BlackRock
New York
+$371M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$252M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$17.8M +$18.7M +323,752 New
TAM
27
Third Avenue Management
New York
$17.2M +$18.1M +312,444 New
Legal & General Group
28
Legal & General Group
United Kingdom
$16.8M +$17.7M +306,440 New
AA
29
Ancient Art
Texas
$16.2M +$17M +293,877 New
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$15.9M +$16.8M +289,460 New
N
31
Nuveen
North Carolina
$15.9M +$16.7M +288,577 New
APG Asset Management
32
APG Asset Management
Netherlands
$15.7M +$16.6M +286,158 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$15.3M +263,844 New
Invesco
34
Invesco
Georgia
$14.4M +$15.1M +261,558 New
SFM
35
Systematic Financial Management
New Jersey
$13.9M +$14.7M +253,403 New
CS
36
Credit Suisse
Switzerland
$12.5M +$13.2M +227,910 New
Wells Fargo
37
Wells Fargo
California
$11.9M +$12.5M +216,499 New
OCM
38
Oakview Capital Management
Texas
$11.7M +$12.3M +213,017 New
DG
39
DigitalBridge Group
Florida
$11.7M +$12.3M +212,008 New
A
40
AustralianSuper
Australia
$11.5M +$12.1M +209,394 New
ACH
41
ArrowMark Colorado Holdings
Colorado
$10.7M +$11.3M +195,000 New
HA
42
Heartland Advisors
Wisconsin
$10.5M +$11.1M +191,141 New
Fuller & Thaler Asset Management
43
Fuller & Thaler Asset Management
California
$10.4M +$10.9M +189,055 New
Amundi
44
Amundi
France
$10.3M +$10M +173,500 New
Deutsche Bank
45
Deutsche Bank
Germany
$9.73M +$10.3M +177,041 New
KPF
46
K2 Principal Fund
Ontario, Canada
$9.72M +$10.2M +176,882 New
Millennium Management
47
Millennium Management
New York
$9.72M +$10.2M +176,777 New
SAM
48
Stansberry Asset Management
Texas
$9.65M +$10.2M +175,523 New
Corient Private Wealth
49
Corient Private Wealth
Florida
$9.41M +$9.91M +171,148 New
PAIM
50
Punch & Associates Investment Management
Minnesota
$8.84M +$9.31M +160,792 New
1
2
3 4 5

UHAL.B Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2022, worth a combined $3.23B.

Buyers outnumbered sellers: 268 funds opened new UHAL.B positions and 0 closed out — a net gain of 268 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $512M.

  • 268 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $3.23B of U-Haul Holding Co Series N stock for Q4 2022.
  • 268 funds opened new U-Haul Holding Co Series N positions in Q4 2022 and 0 closed out, a net change of +268 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2022 was Vanguard Group, an estimated $512M added.

Based on aggregated 13F filings for Q4 2022.