We are live on ! Find out more
UHAL.B icon

U-Haul Holding Co Series N

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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$416K +$438K +7,569 New
M&T Bank
177
M&T Bank
New York
$414K +$436K +7,534 New
JCM
178
Janney Capital Management
Pennsylvania
$413K +$435K +7,510 New
Connor, Clark & Lunn Investment Management (CC&L)
179
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$411K +$433K +7,484 New
TD Asset Management
180
TD Asset Management
Ontario, Canada
$365K +$384K +6,633 New
AWM
181
AE Wealth Management
Kansas
$356K +$375K +6,480 New
RJFSA
182
Raymond James Financial Services Advisors
Florida
$345K +$363K +6,273 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$322K +$339K +5,850 New
Nordea Investment Management
184
Nordea Investment Management
Sweden
$306K +$323K +5,573 New
BEAM
185
Baker Ellis Asset Management
Washington
$302K +$318K +5,490 New
CAN
186
Cetera Advisor Networks
California
$280K +$295K +5,093 New
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$279K +$293K +5,067 New
KBC Group
188
KBC Group
Belgium
$276K +$291K +5,022 New
KeyBank National Association
189
KeyBank National Association
Ohio
$274K +$288K +4,977 New
William Blair & Company
190
William Blair & Company
Illinois
$268K +$282K +4,869 New
YMRC
191
Yorktown Management & Research Company
Virginia
$267K +$281K +4,860 New
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$262K +$276K +4,761 New
WBC
193
Westpac Banking Corp
Australia
$255K +$269K +4,644 New
FPA
194
First Pacific Advisors
California
$247K +$261K +4,500 New
Daiwa Securities Group
195
Daiwa Securities Group
Japan
$246K +$260K +4,482 New
SFA
196
Sequoia Financial Advisors
Ohio
$244K +$257K +4,445 New
KAS
197
Kestra Advisory Services
Texas
$242K +$255K +4,402 New
Dimensional Fund Advisors
198
Dimensional Fund Advisors
Texas
$239K +$252M +4,345,763 New
VAS
199
Vestmark Advisory Solutions
Massachusetts
$234K +$246K +4,250 New
AG
200
AIA Group
Hong Kong
$223K +$235K +4,050 New

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.