U-Haul Holding Co Series N
UHAL.B
280 hedge funds and large institutions have $3.14B invested in U-Haul Holding Co Series N in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 31 closing their positions.
131% more call options, than puts
Call options by funds: $597K | Put options by funds: $258K
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
1% more funds holding
Funds holding: 278 → 280 (+2)
0.44% less ownership
Funds ownership: 35.57% → 35.14% (-0.44%)
3% less capital invested
Capital invested by funds: $3.25B → $3.14B (-$108M)
9% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 100
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$46.8M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$24.4M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$22.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.3M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$77.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.6M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$12.7M |
| 5 |
OCM
Oakview Capital Management
Dallas,
Texas
|
-$12.7M |
UHAL.B Hedge Fund Activity: Q2 2023 in Review
280 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q2 2023, worth a combined $3.14B — down 3.3% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UHAL.B positions and 31 closed out — a net gain of 3 holders — while 91 added to existing stakes and 100 trimmed.
The largest buyer was Scharf Investments, opening a new position worth an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $77.8M.
- 280 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q2 2023, up from 278 in Q1 2023.
- Funds reported $3.14B of U-Haul Holding Co Series N stock for Q2 2023, down 3.3% quarter-over-quarter.
- 34 funds opened new U-Haul Holding Co Series N positions in Q2 2023 and 31 closed out, a net change of +3 holders.
- The largest U-Haul Holding Co Series N buyer in Q2 2023 was Scharf Investments, an estimated $46.8M added.
- The largest U-Haul Holding Co Series N seller in Q2 2023 was BlackRock, an estimated $77.8M sold.
Based on aggregated 13F filings for Q2 2023.