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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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$220K +$232K +4,001 New
AFP
202
Ausdal Financial Partners
Iowa
$215K +$227K +3,915 New
Verition Fund Management
203
Verition Fund Management
Connecticut
$213K +$225K +3,880 New
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K +$223K +3,852 New
MGP
205
Metis Global Partners
California
$207K +$218K +3,771 New
BP
206
BBR Partners
New York
$206K +$217K +3,753 New
GC
207
Guggenheim Capital
Illinois
$206K +$217K +3,744 New
AC
208
Allstate Corporation
Illinois
$205K +$216K +3,733 New
AIM
209
Allstate Investment Management
Illinois
$205K +$216K +3,733 New
SG Americas Securities
210
SG Americas Securities
New York
$166K +$175K +3,019 New
TRCT
211
Tower Research Capital (TRC)
New York
$161K +$169K +2,924 New
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$160K +$169K +2,916 New
First Manhattan
213
First Manhattan
New York
$130K +$137K +2,367 New
S
214
Seeyond
France
$121K +$127K +2,198 New
EWA
215
EverSource Wealth Advisors
Alabama
$112K +$118K +2,038 New
US Bancorp
216
US Bancorp
Minnesota
$111K +$117K +2,016 New
MIM
217
MetLife Investment Management
New Jersey
$92K +$96.9K +1,673 New
S
218
SignatureFD
Georgia
$88.1K +$92.8K +1,602 New
FWM
219
Focused Wealth Management
New York
$74.2K +$78.2K +1,350 New
STCOSD
220
Sageworth Trust Company of South Dakota
South Dakota
$70K +$74K +1,278 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$58K +$61.3K +1,058 New
CFO
222
CVA Family Office
Colorado
$49.5K +$52.1K +900 New
LWP
223
Lumature Wealth Partners
Georgia
$49.5K +$52.1K +900 New
AIG
224
American International Group
New York
$45.8K +$48.2K +833 New
C
225
Covestor
United Kingdom
$45K +$47.7K +824 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.