UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

279 hedge funds and large institutions have $4.48B invested in U-Haul Holding Co Series N in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
43
Increased
92
Reduced
96
Closed
13
Calls
$2.35M
Puts
–
Net Calls
+$2.35M
Net Calls Change
+$1.08M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.7M
3
TBC
3
Tweedy, Browne Co
Connecticut
$42.8M
4
State Street
4
State Street
Massachusetts
$161M
5
SI
5
Scharf Investments
California
$80.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$213M
3
HCM
3
Harspring Capital Management
New York
$20.4M
4
SAM
4
Stansberry Asset Management
Texas
$0
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
26
Third Avenue Management
New York
$20.7M 294,413 -17,546 -6%
HCM
27
Harspring Capital Management
New York
$20.4M 290,000 -152,500 -34%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$19.8M 280,423 +853 +0.3%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$17.7M 251,736 -1,584 -0.6%
SFM
30
Systematic Financial Management
New Jersey
$16.5M 234,945 -7,318 -3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$16.4M 233,258 +6,664 +3%
Invesco
32
Invesco
Georgia
$16.3M 230,793 +20,070 +10%
Corient Private Wealth
33
Corient Private Wealth
Florida
$16.1M 228,768 -17,194 -7%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$15.8M 224,858 -56,692 -20%
Legal & General Group
35
Legal & General Group
United Kingdom
$15.8M 224,130 -30,540 -12%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$13.3M 188,565 +13,949 +8%
VCM
37
Vision Capital Management
Oregon
$13.1M 186,584 +1,935 +1%
Wells Fargo
38
Wells Fargo
California
$12.9M 182,541 -22,841 -11%
Deutsche Bank
39
Deutsche Bank
Germany
$11.3M 160,960 +7,839 +5%
PAIM
40
Punch & Associates Investment Management
Minnesota
$10.9M 154,853 -3,983 -3%
WC
41
Winmill & Co
New York
$10.1M 143,370 – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$10M 142,425 +20,503 +17%
FCI
43
Financial Counselors Inc
Kansas
$10M 142,347 -622 -0.4%
CS
44
Credit Suisse
Switzerland
$9.22M 130,829 +650 +0.5%
Goldman Sachs
45
Goldman Sachs
New York
$8.98M 127,548 +33,501 +36%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.18M 116,176 +5,528 +5%
RAM
47
RK Asset Management
Michigan
$7.9M 112,126 +4,353 +4%
ZIG
48
Zuckerman Investment Group
Illinois
$7.5M 106,539 +307 +0.3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$7.14M 101,349 -6,663 -6%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$7.11M 100,911 +77 +0.1%
1
2
3 4 5