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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 %
VIM
101
VELA Investment Management
Ohio
$2.01M 28,551 +9,686 +51%
ASRS
102
Arizona State Retirement System
Arizona
$1.88M 26,676 +196 +0.7%
Nomura Asset Management
103
Nomura Asset Management
Japan
$1.85M 26,309 – –
EI
104
Ethic Inc
New York
$1.83M 26,391 -487 -2%
CWM
105
Chemistry Wealth Management
New York
$1.81M 25,641 +1,728 +7%
RC
106
RBF Capital
California
$1.78M 25,200 – –
Stifel Financial
107
Stifel Financial
Missouri
$1.71M 24,260 -1,480 -6%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$1.54M 21,899 +21,899 New
Skandinaviska Enskilda Banken (SEB)
109
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.48M 21,026 – –
SC
110
Skylands Capital
Wisconsin
$1.46M 20,795 +2,850 +16%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.45M 20,601 +188 +0.9%
NFGCM
112
Norman Fields Gottscho Capital Management
New York
$1.43M 20,267 -90 -0.4%
DnB Asset Management
113
DnB Asset Management
Norway
$1.42M 20,148 -16,483 -45%
ECM
114
Estuary Capital Management
Minnesota
$1.41M 20,000 +20,000 New
AB
115
Amalgamated Bank
New York
$1.39M 19,707 -106 -0.5%
HCA
116
Hyperion Capital Advisors
New York
$1.38M 19,660 -1,395 -7%
PAM
117
Panagora Asset Management
Massachusetts
$1.3M 18,450 – –
RR
118
Robotti Robert
$1.27M 18,100 -8,100 -31%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$1.27M 18,000 – –
GT
120
Greenleaf Trust
Michigan
$1.25M 17,723 – –
URS
121
Utah Retirement Systems
Utah
$1.23M 17,397 +100 +0.6%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$1.21M 17,167 -4,983 -22%
AI
123
Atria Investments
North Carolina
$1.2M 16,971 +16,971 New
Neuberger Berman Group
124
Neuberger Berman Group
New York
$1.16M 16,480 +970 +6%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$1.13M 16,407 +382 +2%
3 4
5
6 7