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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

276 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
39
Increased
91
Reduced
102
Closed
26
Calls
$6.4M
Puts
$719K
Net Calls
+$5.68M
Net Calls Change
+$15.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$15.6M
5
SCM
5
Smead Capital Management
Arizona
$111M

Top Sellers

1
AA
1
Ancient Art
Texas
$2.66M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$185M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.14M
4
A
4
AustralianSuper
Australia
$0
5
KPF
5
K2 Principal Fund
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$3.32M 63,957 -12,455 -16%
Lazard Asset Management
77
Lazard Asset Management
New York
$3.22M 62,160 -13,194 -18%
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$2.92M 56,374 +56,374 New
PAMS
79
Pictet Asset Management (Switzerland)
Switzerland
$2.9M 55,928 +20,256 +57%
PCM
80
Prelude Capital Management
New York
$2.76M 53,285 +18,733 +54%
KA
81
Kerrisdale Advisers
Florida
$2.67M 51,481 +10,000 +24%
AA
82
Ancient Art
Texas
$2.66M 51,249 -242,628 -83%
American Century Companies
83
American Century Companies
Missouri
$2.65M 51,203 +10,451 +26%
UBS Group
84
UBS Group
Switzerland
$2.43M 46,891 -6,246 -12%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$2.43M 46,868 +111 +0.2%
OC
86
Oppenheimer & Close
New York
$2.42M 46,690 +925 +2%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.38M 45,846 -3,383 -7%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M 45,777 -803 -2%
AllianceBernstein
89
AllianceBernstein
Tennessee
$2.28M 43,956 -917 -2%
DILIC
90
Dai-ichi Life Insurance Company
Japan
$2.23M 42,999 +7,296 +20%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.13M 41,142 +12,520 +44%
ISL
92
Ingalls & Snyder LLC
New York
$2.12M 40,948 +178 +0.4%
Millennium Management
93
Millennium Management
New York
$2.11M 40,740 -136,037 -77%
LAM
94
Lakewood Asset Management
Illinois
$2.09M 40,389 +817 +2%
Renaissance Technologies
95
Renaissance Technologies
New York
$2.08M 40,100 +40,100 New
Asset Management One
96
Asset Management One
Japan
$2.07M 39,833 +3,154 +9%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$1.99M 38,318 +4,366 +13%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.97M 38,030 – –
BRWA
99
B. Riley Wealth Advisors
Florida
$1.88M 36,288 +1,980 +6%
Treasurer of the State of North Carolina
100
Treasurer of the State of North Carolina
North Carolina
$1.84M 35,404 +250 +0.7%
2 3
4
5 6