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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
4.39%
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 %
Bank of America
76
Bank of America
North Carolina
$3.3M 65,154 -56,678 -47%
KAM
77
Knightsbridge Asset Management
California
$3.23M 63,788 -64,192 -50%
American Century Companies
78
American Century Companies
Missouri
$3.16M 62,349 +11,146 +22%
Citadel Advisors
79
Citadel Advisors
Florida
$3.01M 59,323 +59,012 +18,975%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$2.98M 58,875 +17,733 +43%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$2.85M 56,316 -34,485 -38%
Stifel Financial
82
Stifel Financial
Missouri
$2.64M 52,063 +18,420 +55%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.62M 51,757 +5,911 +13%
KA
84
Kerrisdale Advisers
Florida
$2.61M 51,481 – –
AA
85
Ancient Art
Texas
$2.6M 51,249 – –
PCM
86
Prelude Capital Management
New York
$2.55M 50,335 -2,950 -6%
OC
87
Oppenheimer & Close
New York
$2.45M 48,263 +1,573 +3%
HF
88
HRT Financial
New York
$2.38M 47,065 +47,065 New
AllianceBernstein
89
AllianceBernstein
Tennessee
$2.35M 46,322 +2,366 +5%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.13M 42,033 -3,744 -8%
ISL
91
Ingalls & Snyder LLC
New York
$2.08M 40,948 – –
LAM
92
Lakewood Asset Management
Illinois
$2.05M 40,548 +159 +0.4%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.97M 38,824 +7,883 +25%
Asset Management One
94
Asset Management One
Japan
$1.97M 38,803 -1,030 -3%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$1.94M 38,222 -8,646 -18%
OAM
96
Oppenheimer Asset Management
New York
$1.94M 38,213 +6,899 +22%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$1.93M 38,115 -203 -0.5%
Swedbank
98
Swedbank
Sweden
$1.93M 38,050 +3,933 +12%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.93M 38,030 – –
BRWA
100
B. Riley Wealth Advisors
Florida
$1.91M 37,618 +1,330 +4%
2 3
4
5 6