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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

266 hedge funds and large institutions have $3.22B invested in U-Haul Holding Co Series N in 2022 Q4 according to their latest regulatory filings, with 266 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
266
Holders Change
+266
Holders Change %
–
% of All Funds
4.29%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
%
% of All Funds
0.15%
New
266
Increased
–
Reduced
–
Closed
–
Calls
$6.23M
Puts
$16M
Net Calls
-$9.78M
Net Calls Change
-$9.78M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$486M
2
YAM
2
Yacktman Asset Management
Texas
$369M
3
BlackRock
3
BlackRock
New York
$352M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$209M
5
ACM
5
Abrams Capital Management
Massachusetts
$201M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
176
M&T Bank
New York
$414K 7,534 +7,534 New
JCM
177
Janney Capital Management
Pennsylvania
$413K 7,510 +7,510 New
Connor, Clark & Lunn Investment Management (CC&L)
178
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$411K 7,484 +7,484 New
TD Asset Management
179
TD Asset Management
Ontario, Canada
$365K 6,633 +6,633 New
AWM
180
AE Wealth Management
Kansas
$356K 6,480 +6,480 New
RJFSA
181
Raymond James Financial Services Advisors
Florida
$345K 6,273 +6,273 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$322K 5,850 +5,850 New
Nordea Investment Management
183
Nordea Investment Management
Sweden
$306K 5,573 +5,573 New
BEAM
184
Baker Ellis Asset Management
Washington
$302K 5,490 +5,490 New
CAN
185
Cetera Advisor Networks
California
$280K 5,093 +5,093 New
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$279K 5,067 +5,067 New
KBC Group
187
KBC Group
Belgium
$276K 5,022 +5,022 New
KeyBank National Association
188
KeyBank National Association
Ohio
$274K 4,977 +4,977 New
William Blair & Company
189
William Blair & Company
Illinois
$268K 4,869 +4,869 New
YMRC
190
Yorktown Management & Research Company
Virginia
$267K 4,860 +4,860 New
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$262K 4,761 +4,761 New
WBC
192
Westpac Banking Corp
Australia
$255K 4,644 +4,644 New
FPA
193
First Pacific Advisors
California
$247K 4,500 +4,500 New
Daiwa Securities Group
194
Daiwa Securities Group
Japan
$246K 4,482 +4,482 New
SFA
195
Sequoia Financial Advisors
Ohio
$244K 4,445 +4,445 New
KAS
196
Kestra Advisory Services
Texas
$242K 4,402 +4,402 New
Dimensional Fund Advisors
197
Dimensional Fund Advisors
Texas
$239K 4,345,763 +4,345,763 New
VAS
198
Vestmark Advisory Solutions
Massachusetts
$234K 4,250 +4,250 New
AG
199
AIA Group
Hong Kong
$223K 4,050 +4,050 New
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$220K 4,001 +4,001 New
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