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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 %
AA
101
Ancora Advisors
Ohio
$1.42M 27,013 +1,051 +4%
ASRS
102
Arizona State Retirement System
Arizona
$1.39M 26,480 -8 -0%
Nomura Asset Management
103
Nomura Asset Management
Japan
$1.38M 26,309 +4,830 +22%
RR
104
Robotti Robert
$1.37M 26,200 -3,800 -13%
Stifel Financial
105
Stifel Financial
Missouri
$1.35M 25,740 -26,323 -51%
RC
106
RBF Capital
California
$1.32M 25,200 – –
IA
107
IFG Advisory
Georgia
$1.29M 24,602 – –
CWM
108
Chemistry Wealth Management
New York
$1.25M 23,913 -149 -0.6%
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$1.16M 22,150 -4,764 -18%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$1.12M 21,372 -5,442 -20%
HCA
111
Hyperion Capital Advisors
New York
$1.1M 21,055 – –
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.1M 21,026 -407 -2%
SSA
113
Schonfeld Strategic Advisors
New York
$1.1M 20,918 +11,839 +130%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M 20,413 +16,441 +414%
N
115
Natixis
France
$1.07M 20,412 +20,154 +7,812%
NFGCM
116
Norman Fields Gottscho Capital Management
New York
$1.07M 20,357 -160 -0.8%
AB
117
Amalgamated Bank
New York
$1.04M 19,813 +5,551 +39%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.03M 19,660 -7,825 -28%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.02M 19,563 +715 +4%
VIM
120
VELA Investment Management
Ohio
$988K 18,865 +18,865 New
PAM
121
Panagora Asset Management
Massachusetts
$967K 18,450 -12,636 -41%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$943K 18,000 – –
SC
123
Skylands Capital
Wisconsin
$940K 17,945 -1,825 -9%
PCM
124
Prelude Capital Management
New York
$929K 17,739 -32,596 -65%
GT
125
Greenleaf Trust
Michigan
$929K 17,723 -552 -3%
3 4
5
6 7