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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

276 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
39
Increased
91
Reduced
102
Closed
26
Calls
$6.4M
Puts
$719K
Net Calls
+$5.68M
Net Calls Change
+$15.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$15.6M
5
SCM
5
Smead Capital Management
Arizona
$111M

Top Sellers

1
AA
1
Ancient Art
Texas
$2.66M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$185M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.14M
4
A
4
AustralianSuper
Australia
$0
5
KPF
5
K2 Principal Fund
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$691K 13,326 +13,326 New
WC
152
Weil Company
California
$673K 12,981 +1,000 +8%
AB
153
Amalgamated Bank
New York
$673K 12,976 -14,017 -52%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$653K 12,600 – –
RJA
155
Raymond James & Associates
Florida
$646K 12,463 +12,463 New
Walleye Trading
156
Walleye Trading
New York
$643K 12,405 +12,405 New
IFWM
157
Institute for Wealth Management
Colorado
$642K 12,377 -180 -1%
CSS
158
Cubist Systematic Strategies
Connecticut
$620K 11,961 -126 -1%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$592K 11,419 – –
Victory Capital Management
160
Victory Capital Management
Texas
$584K 11,271 -58,114 -84%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$568K 10,962 – –
EMG
162
ETF Managers Group
New Jersey
$565K 10,901 +162 +2%
Allianz Asset Management
163
Allianz Asset Management
Germany
$565K 10,896 -35,220 -76%
SEI Investments
164
SEI Investments
Pennsylvania
$554K 10,685 -25,170 -70%
NAM
165
Nissay Asset Management
Japan
$528K 10,182 -791 -7%
SOMRS
166
State of Michigan Retirement System
Michigan
$521K 10,054 – –
CAN
167
Cetera Advisor Networks
California
$513K 9,894 +4,801 +94%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$509K 9,814 +90 +0.9%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$451K 8,692 +799 +10%
SMDAM
170
Sumitomo Mitsui DS Asset Management
Japan
$437K 8,431 -259 -3%
Creative Planning
171
Creative Planning
Kansas
$421K 8,124 +555 +7%
PP
172
Prudential plc
United Kingdom
$417K 8,050 +24 +0.3%
Principal Financial Group
173
Principal Financial Group
Iowa
$417K 8,034 +366 +5%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$416K 8,018 -128,990 -94%
LWAM
175
Legacy Wealth Asset Management
Minnesota
$414K 7,982 -199 -2%
5 6
7
8 9