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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
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
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$1.91M 35,119 +4,578 +15%
ISL
102
Ingalls & Snyder LLC
New York
$1.9M 34,933 +7 +0%
EI
103
Ethic Inc
New York
$1.87M 33,927 +4,157 +14%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$1.86M 34,232 +174 +0.5%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$1.85M 34,070 +4,029 +13%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.8M 33,101 +3,667 +12%
OAM
107
Oppenheimer Asset Management
New York
$1.79M 32,939 +661 +2%
Nomura Asset Management
108
Nomura Asset Management
Japan
$1.73M 31,905 +6,000 +23%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.71M 31,399 +522 +2%
CLA
110
Carnegie Lake Advisors
New Jersey
$1.69M 31,130 +100 +0.3%
LF
111
Lansforsakringar Fondforvaltning
Sweden
$1.67M 30,761 -337 -1%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.66M 30,549 – –
SC
113
Skylands Capital
Wisconsin
$1.61M 29,695 +950 +3%
RAM
114
Resona Asset Management
Japan
$1.61M 29,633 -168 -0.6%
BCM
115
Brasada Capital Management
Texas
$1.6M 28,114 -1,511 -5%
QCM
116
Quantinno Capital Management
New York
$1.58M 29,000 +3,711 +15%
ASRS
117
Arizona State Retirement System
Arizona
$1.54M 28,369 +301 +1%
Mariner
118
Mariner
Kansas
$1.48M 27,243 +8,579 +46%
Swedbank
119
Swedbank
Sweden
$1.47M 26,965 +9,711 +56%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$1.39M 25,500 -1,700 -6%
RC
121
RBF Capital
California
$1.37M 25,200 – –
KK
122
KLP Kapitalforvaltning
Norway
$1.32M 24,200 +600 +3%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.24M 22,728 +1,443 +7%
Franklin Resources
124
Franklin Resources
California
$1.24M 22,845 +356 +2%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.22M 22,498 -8,275 -27%
3 4
5
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