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U-Haul Holding Co Series N
UHAL.B

268 hedge funds and large institutions have $3.23B invested in U-Haul Holding Co Series N in 2022 Q4 according to their latest regulatory filings, with 268 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.71% more ownership

Funds ownership: 0% → 35.71% (+36%)

61% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $16M

Holders
268
Holders Change
+268
Holders Change %
–
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.14%
New
268
Increased
–
Reduced
–
Closed
–
Calls
$6.23M
Puts
$16M
Net Calls
-$9.78M
Net Calls Change
-$9.78M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$512M
2
YAM
Yacktman Asset Management
Texas
+$389M
3
BlackRock
BlackRock
New York
+$371M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$252M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$1.97M +$2.08M +35,855 New
DILIC
102
Dai-ichi Life Insurance Company
Japan
$1.96M +$2.07M +35,703 New
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$1.96M +$2.07M +35,672 New
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$1.93M +$2.04M +35,154 New
PCM
105
Prelude Capital Management
New York
$1.9M +$2M +34,552 New
BRWA
106
B. Riley Wealth Advisors
Florida
$1.89M +$1.99M +34,308 New
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$1.87M +$1.97M +33,952 New
Swedbank
108
Swedbank
Sweden
$1.84M +$1.94M +33,462 New
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$1.77M +$1.87M +32,261 New
OAM
110
Oppenheimer Asset Management
New York
$1.77M +$1.86M +32,130 New
VI
111
Vestcor Inc
New Brunswick, Canada
$1.76M +$1.86M +32,040 New
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$1.76M +$1.85M +31,939 New
Stifel Financial
113
Stifel Financial
Missouri
$1.72M +$1.81M +31,305 New
PAM
114
Panagora Asset Management
Massachusetts
$1.71M +$1.8M +31,086 New
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$1.7M +$1.79M +30,941 New
SC
116
Skylands Capital
Wisconsin
$1.69M +$1.78M +30,820 New
Korea Investment Corp
117
Korea Investment Corp
South Korea
$1.69M +$1.78M +30,741 New
SAM
118
Storebrand Asset Management
Norway
$1.6M +$1.69M +29,187 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$1.57M +$1.66M +28,622 New
GT
120
Greenleaf Trust
Michigan
$1.5M +$1.59M +27,378 New
AB
121
Amalgamated Bank
New York
$1.48M +$1.56M +26,993 New
Prudential Financial
122
Prudential Financial
New Jersey
$1.48M +$1.55M +26,843 New
Jane Street
123
Jane Street
New York
$1.41M +$1.48M +25,594 New
FDS
124
Freedom Day Solutions
Texas
$1.4M +$1.47M +25,384 New
RC
125
RBF Capital
California
$1.39M +$1.46M +25,200 New
3 4
5
6 7

UHAL.B Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2022, worth a combined $3.23B.

Buyers outnumbered sellers: 268 funds opened new UHAL.B positions and 0 closed out — a net gain of 268 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $512M.

  • 268 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $3.23B of U-Haul Holding Co Series N stock for Q4 2022.
  • 268 funds opened new U-Haul Holding Co Series N positions in Q4 2022 and 0 closed out, a net change of +268 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2022 was Vanguard Group, an estimated $512M added.

Based on aggregated 13F filings for Q4 2022.