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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$6.6M 121,456 +38,325 +46%
Deutsche Bank
52
Deutsche Bank
Germany
$6.46M 118,825 -422 -0.4%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$6.31M 116,146 -2,555 -2%
CDIEC
54
Crédit Industriel et Commercial
France
$6.1M 112,200 +49,380 +79%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$6.06M 111,375 +5,824 +6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$5.53M 101,745 +11,193 +12%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$5.47M 100,594 +100,594 New
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$5.45M 100,201 +1,090 +1%
UBS AM
59
UBS AM
Illinois
$5.44M 100,141 +2,226 +2%
EP
60
Edgestream Partners
New Jersey
$5.41M 99,579 +99,579 New
MAA
61
Mraz Amerine & Associates
California
$5.29M 97,273 +8,096 +9%
First Trust Advisors
62
First Trust Advisors
Illinois
$5.29M 97,270 -29,783 -23%
Universal-Beteiligungs- und Servicegesellschaft
63
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.22M 96,040 -342 -0.4%
Renaissance Technologies
64
Renaissance Technologies
New York
$5.17M 95,000 -19,500 -17%
OP
65
Orvieto Partners
Massachusetts
$4.92M 90,402 +33,152 +58%
YCM
66
Yost Capital Management
Texas
$4.89M 90,000 – –
GI
67
GAMCO Investors
Connecticut
$4.77M 87,768 +87,768 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$4.45M 81,902 – –
CM
69
Capula Management
Cayman Islands
$4.4M 80,935 -17,326 -18%
DIS
70
Diversified Investment Strategies
Louisiana
$4.39M 80,666 +150 +0.2%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$4.04M 74,253 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$3.97M 72,976 -15,240 -17%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$3.9M 71,759 +1,826 +3%
ECM
74
ExodusPoint Capital Management
New York
$3.82M 70,287 +48,367 +221%
Victory Capital Management
75
Victory Capital Management
Texas
$3.56M 65,534 -62,677 -49%
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