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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

251 hedge funds and large institutions have $3.29B invested in U-Haul Holding Co Series N in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 42 closing their positions.

Holders
251
Holders Change
-27
Holders Change %
-9.71%
% of All Funds
4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
89
Reduced
83
Closed
42
Calls
$1.61M
Puts
$330K
Net Calls
+$1.28M
Net Calls Change
+$939K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.3M
2
BlackRock
2
BlackRock
New York
$291M
3
YAM
3
Yacktman Asset Management
Texas
$388M
4
Charles Schwab
4
Charles Schwab
California
$44.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.2M

Top Sellers

1
SI
1
Scout Investments
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$8.95M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Daiwa Securities Group
176
Daiwa Securities Group
Japan
$287K 5,482 – –
BBVA
177
Banco Bilbao Vizcaya Argentaria
Spain
$270K 4,502 +4,502 New
IIM
178
INTECH Investment Management
Florida
$270K 5,148 -8,447 -62%
FOA
179
Five Oceans Advisors
California
$269K 5,133 +756 +17%
Squarepoint
180
Squarepoint
New York
$246K 4,686 -73 -2%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$238K 4,549 +4,549 New
CIAS
182
CBIZ Investment Advisory Services
Ohio
$236K 4,500 – –
ECM
183
ExodusPoint Capital Management
New York
$235K 4,487 -24,438 -84%
SFA
184
Sequoia Financial Advisors
Ohio
$230K 4,384 -6 -0.1%
FFM
185
Forum Financial Management
Illinois
$217K 4,146 – –
API
186
Advisor Partners II
California
$214K 4,085 +4,085 New
ATC
187
Argent Trust Co
Tennessee
$213K 4,070 – –
SOMRS
188
State of Michigan Retirement System
Michigan
$212K 4,054 -800 -16%
PCP
189
Proficio Capital Partners
Massachusetts
$211K 4,029 -21 -0.5%
QCM
190
Quantinno Capital Management
New York
$208K 3,975 +3,975 New
AWA
191
Arete Wealth Advisors
Illinois
$205K 3,915 +3,915 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$202K 3,860 +3,860 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$200K 3,827 +2 +0.1%
MIM
194
MetLife Investment Management
New Jersey
$188K 3,592 +704 +24%
Comerica Bank
195
Comerica Bank
Texas
$136K 2,590 +2,590 New
First Manhattan
196
First Manhattan
New York
$116K 2,205 – –
VI
197
Vestcor Inc
New Brunswick, Canada
$109K 2,079 – –
PA
198
Parallel Advisors
California
$103K 1,962 -45 -2%
US Bancorp
199
US Bancorp
Minnesota
$99.9K 1,907 – –
CT
200
Colonial Trust
South Carolina
$83.1K 1,587 +1 +0.1%
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8
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