UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

279 hedge funds and large institutions have $4.48B invested in U-Haul Holding Co Series N in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
43
Increased
92
Reduced
96
Closed
13
Calls
$2.35M
Puts
–
Net Calls
+$2.35M
Net Calls Change
+$1.08M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.7M
3
TBC
3
Tweedy, Browne Co
Connecticut
$42.8M
4
State Street
4
State Street
Massachusetts
$161M
5
SI
5
Scharf Investments
California
$80.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$213M
3
HCM
3
Harspring Capital Management
New York
$20.4M
4
SAM
4
Stansberry Asset Management
Texas
$0
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$3.4M 48,540 -5,451 -10%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3.39M 48,136 +4,909 +11%
Citigroup
78
Citigroup
New York
$3.24M 46,048 +10,892 +31%
Treasurer of the State of North Carolina
79
Treasurer of the State of North Carolina
North Carolina
$3.23M 45,911 +755 +2%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M 43,420 +1,254 +3%
Jane Street
81
Jane Street
New York
$2.87M 40,715 +24,479 +151%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$2.85M 40,520 -505 -1%
ISL
83
Ingalls & Snyder LLC
New York
$2.85M 40,397 -531 -1%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$2.68M 38,030 – –
Asset Management One
85
Asset Management One
Japan
$2.66M 37,752 -941 -2%
AllianceBernstein
86
AllianceBernstein
Tennessee
$2.66M 37,767 +934 +3%
OAM
87
Oppenheimer Asset Management
New York
$2.58M 36,630 -907 -2%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$2.55M 36,178 +19,828 +121%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$2.55M 38,887 – –
LPL Financial
90
LPL Financial
California
$2.48M 35,264 +2,883 +9%
Pictet Asset Management
91
Pictet Asset Management
Switzerland
$2.48M 35,141 – –
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$2.36M 33,440 +6,350 +23%
PGIM
93
Pacific Global Investment Management
California
$2.34M 33,157 +3,623 +12%
BRWA
94
B. Riley Wealth Advisors
Florida
$2.31M 32,753 -95 -0.3%
AA
95
Ancora Advisors
Ohio
$2.29M 32,535 +5,522 +20%
BCM
96
Brasada Capital Management
Texas
$2.28M 32,300 +32,300 New
Bank of America
97
Bank of America
North Carolina
$2.23M 31,619 -7,207 -19%
HCM
98
Highlander Capital Management
New Jersey
$2.11M 29,980 -450 -1%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$2.05M 29,066 +7,694 +36%
Prudential Financial
100
Prudential Financial
New Jersey
$2.01M 28,568 -1,370 -5%
2 3
4
5 6