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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 %
TAM
26
Third Avenue Management
New York
$16.2M 312,444 – –
Legal & General Group
27
Legal & General Group
United Kingdom
$16.2M 312,407 +5,967 +2%
AQR Capital Management
28
AQR Capital Management
Connecticut
$15.9M 310,438 -180,649 -37%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$15.7M 302,196 +12,736 +4%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$15.6M 300,302 +225,116 +299%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$15.4M 297,681 -173,295 -37%
Corient Private Wealth
32
Corient Private Wealth
Florida
$14.6M 281,767 +110,619 +65%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$14.2M 274,545 +274,545 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$13.7M 263,844 – –
APG Asset Management
35
APG Asset Management
Netherlands
$13.4M 280,450 -5,708 -2%
SFM
36
Systematic Financial Management
New Jersey
$13.1M 252,554 -849 -0.3%
OCM
37
Oakview Capital Management
Texas
$12.7M 244,849 +31,832 +15%
CS
38
Credit Suisse
Switzerland
$12.7M 244,539 +16,629 +7%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$11.1M 214,351 +25,296 +13%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$11.1M 214,316 -74,261 -26%
Wells Fargo
41
Wells Fargo
California
$10.9M 209,559 -6,940 -3%
SAM
42
Stansberry Asset Management
Texas
$9.72M 187,395 +11,872 +7%
VCM
43
Vision Capital Management
Oregon
$9.42M 181,588 +34,494 +23%
Deutsche Bank
44
Deutsche Bank
Germany
$9.4M 181,322 +4,281 +2%
Amundi
45
Amundi
France
$9.2M 179,698 +6,198 +4%
PAIM
46
Punch & Associates Investment Management
Minnesota
$8.32M 160,529 -263 -0.2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$8.02M 154,581 -1,178 -0.8%
WC
48
Winmill & Co
New York
$7.43M 143,370 – –
Invesco
49
Invesco
Georgia
$7.36M 141,924 -119,634 -46%
FCI
50
Financial Counselors Inc
Kansas
$7.23M 139,432 +2,896 +2%
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