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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

278 hedge funds and large institutions have $3.14B invested in U-Haul Holding Co Series N in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
278
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
34
Increased
90
Reduced
100
Closed
31
Calls
$597K
Puts
$258K
Net Calls
+$339K
Net Calls Change
-$5.34M

Top Buyers

1
SI
1
Scharf Investments
California
$45.3M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$57.3M
3
TBC
3
Tweedy, Browne Co
Connecticut
$22M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
RP
5
Reinhart Partners
Wisconsin
$72.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$247M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$194K
4
OCM
4
Oakview Capital Management
Texas
$0
5
APG Asset Management
5
APG Asset Management
Netherlands
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$17.7M 349,031 -300 -0.1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$16.9M 334,509 +9,904 +3%
TAM
28
Third Avenue Management
New York
$15.8M 312,421 -23 -0%
Corient Private Wealth
29
Corient Private Wealth
Florida
$14.3M 282,585 +818 +0.3%
DG
30
DigitalBridge Group
Florida
$14.2M 279,379 -56,070 -17%
Legal & General Group
31
Legal & General Group
United Kingdom
$12.8M 251,744 -60,663 -19%
SFM
32
Systematic Financial Management
New Jersey
$12.6M 248,127 -4,427 -2%
Millennium Management
33
Millennium Management
New York
$12.3M 242,897 +202,157 +496%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$11.5M 226,594 -75,602 -25%
Wells Fargo
35
Wells Fargo
California
$11.3M 222,029 +12,470 +6%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$10.9M 215,751 +1,400 +0.7%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$10.9M 215,613 +1,297 +0.6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$9.5M 187,572 +117,973 +170%
Walleye Capital
39
Walleye Capital
New York
$9.23M 182,118 +99,411 +120%
VCM
40
Vision Capital Management
Oregon
$9.21M 181,816 +228 +0.1%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$8.28M 163,392 +8,811 +6%
SAM
42
Stansberry Asset Management
Texas
$8.21M 162,066 -25,329 -14%
PAIM
43
Punch & Associates Investment Management
Minnesota
$8.12M 160,210 -319 -0.2%
Deutsche Bank
44
Deutsche Bank
Germany
$7.74M 152,750 -28,572 -16%
Invesco
45
Invesco
Georgia
$7.71M 152,098 +10,174 +7%
AQR Capital Management
46
AQR Capital Management
Connecticut
$7.6M 151,027 -159,411 -51%
WC
47
Winmill & Co
New York
$7.26M 143,370 – –
FCI
48
Financial Counselors Inc
Kansas
$7.22M 142,527 +3,095 +2%
Goldman Sachs
49
Goldman Sachs
New York
$6.12M 120,771 +21,645 +22%
CS
50
Credit Suisse
Switzerland
$5.95M 117,415 -127,124 -52%
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