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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

316 hedge funds and large institutions have $3.48B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
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
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
Smead Capital Management
Arizona
$155M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$40.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$235M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$133M
5
TSW
Thompson Siegel & Walmsley
Virginia
$30.3M

Top Sellers

1
SI
Scharf Investments
California
$8.98M
2
TFM
Trian Fund Management
New York
$18.4M
3
Northern Trust
Northern Trust
Illinois
$32.4M
4
LPC
Long Pond Capital
New York
$0
5
FCI
Financial Counselors Inc
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$6.64M +$35.1K +646 +0.5%
American Century Companies
52
American Century Companies
Missouri
$6.6M +$2.08M +38,325 +46%
Deutsche Bank
53
Deutsche Bank
Germany
$6.46M -$22.9K -422 -0.4%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$6.31M -$139K -2,555 -2%
CDIEC
55
Crédit Industriel et Commercial
France
$6.1M +$2.68M +49,380 +79%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$6.06M +$317K +5,824 +6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$5.75M -$1.82M -33,478 -24%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$5.53M +$609K +11,193 +12%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$5.47M +$5.47M +100,594 New
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$5.45M +$59.3K +1,090 +1%
UBS AM
61
UBS AM
Illinois
$5.44M +$121K +2,226 +2%
EP
62
Edgestream Partners
New Jersey
$5.41M +$5.41M +99,579 New
MAA
63
Mraz Amerine & Associates
California
$5.29M +$440K +8,096 +9%
First Trust Advisors
64
First Trust Advisors
Illinois
$5.29M -$1.62M -29,783 -23%
Universal-Beteiligungs- und Servicegesellschaft
65
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.22M -$18.6K -342 -0.4%
Renaissance Technologies
66
Renaissance Technologies
New York
$5.17M -$1.06M -19,500 -17%
OP
67
Orvieto Partners
Massachusetts
$4.92M +$1.8M +33,152 +58%
YCM
68
Yost Capital Management
Texas
$4.89M – – –
GI
69
GAMCO Investors
Connecticut
$4.77M +$4.77M +87,768 New
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$4.45M – – –
CM
71
Capula Management
Cayman Islands
$4.4M -$942K -17,326 -18%
DIS
72
Diversified Investment Strategies
Louisiana
$4.39M +$8.16K +150 +0.2%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$4.04M – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$3.97M -$829K -15,240 -17%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$3.9M +$99.3K +1,826 +3%
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