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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 %
Treasurer of the State of North Carolina
76
Treasurer of the State of North Carolina
North Carolina
$2.37M 45,156 +9,872 +28%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$2.27M 43,227 +5,112 +13%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.21M 42,166 +133 +0.3%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$2.15M 41,025 +4,401 +12%
ISL
80
Ingalls & Snyder LLC
New York
$2.14M 40,928 -20 -0%
Victory Capital Management
81
Victory Capital Management
Texas
$2.08M 39,706 +28,692 +261%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$2.04M 38,887 +63 +0.2%
Bank of America
83
Bank of America
North Carolina
$2.03M 38,826 -26,328 -40%
Asset Management One
84
Asset Management One
Japan
$2.03M 38,693 -110 -0.3%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$1.99M 38,030 – –
OAM
86
Oppenheimer Asset Management
New York
$1.97M 37,537 -676 -2%
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.93M 36,833 -9,489 -20%
DnB Asset Management
88
DnB Asset Management
Norway
$1.92M 36,631 -33,391 -48%
Citigroup
89
Citigroup
New York
$1.84M 35,156 -952 -3%
Pictet Asset Management
90
Pictet Asset Management
Switzerland
$1.84M 35,141 +35,141 New
Millennium Management
91
Millennium Management
New York
$1.74M 33,278 -209,619 -86%
BRWA
92
B. Riley Wealth Advisors
Florida
$1.72M 32,848 -4,770 -13%
LPL Financial
93
LPL Financial
California
$1.7M 32,381 +5,200 +19%
APG Asset Management
94
APG Asset Management
Netherlands
$1.67M 31,850 -5,400 -14%
HCM
95
Highlander Capital Management
New Jersey
$1.59M 30,430 +4,125 +16%
Prudential Financial
96
Prudential Financial
New Jersey
$1.57M 29,938 +4,195 +16%
PGIM
97
Pacific Global Investment Management
California
$1.55M 29,534 +1,709 +6%
TF
98
Threadgill Financial
Texas
$1.43M 27,469 +12,264 +81%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$1.42M 27,090 – –
EI
100
Ethic Inc
New York
$1.42M 26,878 +7,710 +40%
2 3
4
5 6