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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
ASRS
126
Arizona State Retirement System
Arizona
$1.37M +$1.45M +24,975 New
HCM
127
Highlander Capital Management
New Jersey
$1.36M +$1.43M +24,705 New
HSBC Holdings
128
HSBC Holdings
United Kingdom
$1.31M +$1.38M +23,897 New
CP
129
Cumberland Partners
Ontario, Canada
$1.3M +$1.37M +23,670 New
IA
130
IFG Advisory
Georgia
$1.3M +$1.37M +23,624 New
LPL Financial
131
LPL Financial
California
$1.29M +$1.36M +23,446 New
EP
132
Edgestream Partners
New Jersey
$1.29M +$1.36M +23,422 New
Walleye Capital
133
Walleye Capital
New York
$1.28M +$1.35M +23,283 New
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$1.2M +$1.25M +21,657 New
Nomura Asset Management
135
Nomura Asset Management
Japan
$1.17M +$1.23M +21,222 New
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$1.16M +$1.22M +21,086 New
NFGCM
137
Norman Fields Gottscho Capital Management
New York
$1.16M +$1.22M +21,087 New
Osaic Holdings
138
Osaic Holdings
Arizona
$1.15M +$1.21M +20,889 New
PGIM
139
Pacific Global Investment Management
California
$1.13M +$1.19M +20,490 New
RR
140
Robotti Robert
$1.09M +$1.15M +19,800 New
HCA
141
Hyperion Capital Advisors
New York
$1.09M +$1.14M +19,755 New
DnB Asset Management
142
DnB Asset Management
Norway
$1.02M +$1.07M +18,551 New
EI
143
Ethic Inc
New York
$999K +$1.05M +18,169 New
AM
144
AGF Management
Ontario, Canada
$983K +$1.04M +17,879 New
TAF
145
Tredje AP-fonden
Sweden
$981K +$1.03M +17,838 New
LWM
146
Lodestone Wealth Management
Washington
$938K +$988K +17,066 New
BCI
147
Brinker Capital Investments
Pennsylvania
$936K +$986K +17,029 New
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
$929K +$978K +16,895 New
RC
149
Roundview Capital
New Jersey
$877K +$924K +15,957 New
AA
150
Ancora Advisors
Ohio
$873K +$920K +15,885 New
4 5
6
7 8

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.