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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$486M +$512M +8,844,620 New
YAM
2
Yacktman Asset Management
Texas
$369M +$389M +6,712,255 New
BlackRock
3
BlackRock
New York
$352M +$371M +6,409,368 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$209M +$220M +3,802,513 New
ACM
5
Abrams Capital Management
Massachusetts
$201M +$212M +3,663,243 New
State Street
6
State Street
Massachusetts
$122M +$129M +2,224,809 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$114M +$120M +2,080,572 New
SCM
8
Smead Capital Management
Arizona
$110M +$116M +2,009,605 New
Artisan Partners
9
Artisan Partners
Wisconsin
$87.9M +$92.6M +1,598,527 New
RP
10
Reinhart Partners
Wisconsin
$66.2M +$69.7M +1,203,521 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$64.4M +$67.9M +1,172,693 New
Norges Bank
12
Norges Bank
Norway
$55.5M +$58.4M +1,008,635 New
BC
13
Bruce & Co
Illinois
$36.3M +$38.3M +660,530 New
HCM
14
Harspring Capital Management
New York
$33.8M +$35.6M +614,500 New
Morgan Stanley
15
Morgan Stanley
New York
$32.9M +$34.6M +597,643 New
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$31M +$32.7M +564,710 New
Northern Trust
17
Northern Trust
Illinois
$29.4M +$31M +534,640 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$26.7M +$28.4M +491,087 New
SI
19
Scout Investments
Missouri
$26.5M +$27.9M +481,299 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$25.9M +$27.3M +470,976 New
UBS AM
21
UBS AM
Illinois
$24M +$25.3M +436,125 New
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$22M +$23.2M +400,534 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$19.6M +$20.7M +356,731 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.9M +$19.9M +344,191 New
Charles Schwab
25
Charles Schwab
California
$18.6M +$19.6M +338,691 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.