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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 %
ACH
101
ArrowMark Colorado Holdings
Colorado
$1.87M 37,000 -68,000 -65%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.86M 36,624 +10,536 +40%
Citigroup
103
Citigroup
New York
$1.83M 36,108 -48,833 -57%
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$1.79M 35,284 -120 -0.3%
APG Asset Management
105
APG Asset Management
Netherlands
$1.73M 37,250 -243,200 -87%
PAMS
106
Pictet Asset Management (Switzerland)
Switzerland
$1.66M 32,668 -23,260 -42%
PAM
107
Panagora Asset Management
Massachusetts
$1.58M 31,086 – –
RR
108
Robotti Robert
$1.52M 30,000 +5,200 +21%
ECM
109
ExodusPoint Capital Management
New York
$1.47M 28,925 +28,925 New
PGIM
110
Pacific Global Investment Management
California
$1.41M 27,825 +995 +4%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$1.39M 27,485 -2,558 -9%
Walleye Trading
112
Walleye Trading
New York
$1.38M 27,221 +14,816 +119%
LPL Financial
113
LPL Financial
California
$1.38M 27,181 +3,862 +17%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$1.37M 27,090 +1,450 +6%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$1.36M 26,914 -4,025 -13%
KPF
116
K2 Principal Fund
Ontario, Canada
$1.36M 26,848 +26,848 New
Korea Investment Corp
117
Korea Investment Corp
South Korea
$1.36M 26,814 -1,558 -5%
ASRS
118
Arizona State Retirement System
Arizona
$1.34M 26,488 +836 +3%
HCM
119
Highlander Capital Management
New Jersey
$1.33M 26,305 +950 +4%
AA
120
Ancora Advisors
Ohio
$1.32M 25,962 +2,775 +12%
Prudential Financial
121
Prudential Financial
New Jersey
$1.3M 25,743 -2,252 -8%
E
122
Ergoteles
New York
$1.29M 25,458 +25,458 New
RC
123
RBF Capital
California
$1.28M 25,200 – –
CP
124
Cumberland Partners
Ontario, Canada
$1.26M 24,870 – –
IA
125
IFG Advisory
Georgia
$1.25M 24,602 +497 +2%
3 4
5
6 7