UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

251 hedge funds and large institutions have $3.29B invested in U-Haul Holding Co Series N in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 42 closing their positions.

Holders
251
Holders Change
-27
Holders Change %
-9.71%
% of All Funds
4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
89
Reduced
83
Closed
42
Calls
$1.61M
Puts
$330K
Net Calls
+$1.28M
Net Calls Change
+$939K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.3M
2
BlackRock
2
BlackRock
New York
$291M
3
YAM
3
Yacktman Asset Management
Texas
$388M
4
Charles Schwab
4
Charles Schwab
California
$44.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.2M

Top Sellers

1
SI
1
Scout Investments
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$8.95M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
51
Zuckerman Investment Group
Illinois
$5.57M 106,232 -1,687 -2%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$5.28M 100,834 +5,750 +6%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$5.17M 98,760 -10,815 -10%
SIC
54
Schwartz Investment Counsel
Michigan
$5.09M 97,200 – –
UBS Group
55
UBS Group
Switzerland
$5.03M 95,982 +24,718 +35%
Swedbank
56
Swedbank
Sweden
$4.96M 94,761 +56,711 +149%
Goldman Sachs
57
Goldman Sachs
New York
$4.93M 94,047 -26,724 -22%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$4.48M 85,454 +26,579 +45%
DIS
59
Diversified Investment Strategies
Louisiana
$4.46M 87,826 +835 +1%
MAA
60
Mraz Amerine & Associates
California
$4.45M 84,932 +6,728 +9%
Amundi
61
Amundi
France
$4.33M 85,141 -28,218 -25%
American Century Companies
62
American Century Companies
Missouri
$4.16M 79,497 +17,148 +28%
Ameriprise
63
Ameriprise
Minnesota
$3.96M 75,612 +3,106 +4%
Renaissance Technologies
64
Renaissance Technologies
New York
$3.88M 74,100 -5,824 -7%
Barclays
65
Barclays
United Kingdom
$3.65M 69,731 -517 -0.7%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$3.28M 62,649 -2,662 -4%
KAM
67
Knightsbridge Asset Management
California
$3.22M 61,448 -2,340 -4%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$2.94M 56,080 -236 -0.4%
Canada Life
69
Canada Life
Manitoba, Canada
$2.83M 53,991 +53,991 New
AQR Capital Management
70
AQR Capital Management
Connecticut
$2.76M 52,599 -98,428 -65%
RBA
71
Richard Bernstein Advisors
New York
$2.71M 51,782 +51,782 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.71M 51,757 – –
KA
73
Kerrisdale Advisers
Florida
$2.7M 51,481 – –
OC
74
Oppenheimer & Close
New York
$2.54M 48,443 +180 +0.4%
KPF
75
K2 Principal Fund
Ontario, Canada
$2.41M 45,933 +19,085 +71%
1 2
3
4 5