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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
4.38%
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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$5.92M 116,846 +41,641 +55%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$5.77M 113,946 -183,735 -62%
Amundi
53
Amundi
France
$5.7M 113,359 -66,339 -37%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$5.55M 109,575 -7,584 -6%
ZIG
55
Zuckerman Investment Group
Illinois
$5.47M 107,919 +107,919 New
RAM
56
RK Asset Management
Michigan
$5.46M 107,773 +50 +0%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.46M 107,728 +7,423 +7%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$5.42M 106,956 -17,286 -14%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$5.31M 104,819 +16,468 +19%
SGDR
60
SPX Gestao de Recursos
Brazil
$5.17M 101,946 +101,946 New
SIC
61
Schwartz Investment Counsel
Michigan
$4.93M 97,200 -9,000 -8%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$4.85M 95,778 – –
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$4.82M 95,084 +3,766 +4%
DIS
64
Diversified Investment Strategies
Louisiana
$4.41M 86,991 +1,360 +2%
AFR
65
Applied Fundamental Research
Massachusetts
$4.29M 84,754 – –
Renaissance Technologies
66
Renaissance Technologies
New York
$4.05M 79,924 +39,824 +99%
MAA
67
Mraz Amerine & Associates
California
$3.96M 78,204 +8,281 +12%
Jane Street
68
Jane Street
New York
$3.71M 73,243 +39,304 +116%
Ameriprise
69
Ameriprise
Minnesota
$3.67M 72,506 -5,424 -7%
AAF
70
Andra AP-fonden
Sweden
$3.62M 71,400 – –
UBS Group
71
UBS Group
Switzerland
$3.61M 71,264 +24,373 +52%
Barclays
72
Barclays
United Kingdom
$3.56M 70,248 +6,291 +10%
DnB Asset Management
73
DnB Asset Management
Norway
$3.55M 70,022 -853 -1%
TC
74
TwinBeech Capital
New York
$3.44M 67,895 +67,895 New
HSBC Holdings
75
HSBC Holdings
United Kingdom
$3.3M 65,311 -12,415 -16%
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