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U-Haul Holding Co Series N

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
Name Market Value Shares Shares
Change
Shares
Change %
C
226
Covestor
United Kingdom
$10K 190
Loomis, Sayles & Company
227
Loomis, Sayles & Company
Massachusetts
$9K 180 +46 +34%
BIA
228
Bell Investment Advisors
California
$8.44K 161 -6 -4%
JWA
229
JFS Wealth Advisors
Pennsylvania
$8.17K 156 +22 +16%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$8K 154 +12 +8%
Lazard Asset Management
231
Lazard Asset Management
New York
$8K 159 +24 +18%
BTI
232
Blue Trust Inc
Georgia
$7K 144 +117 +433%
FFA
233
Farther Finance Advisors
California
$6.6K 126
SFG
234
Steward Financial Group
Texas
$6K 129 +129 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$5.66K 108
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$5.66K 108
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$5.19K 99
GWS
238
Glassman Wealth Services
Virginia
$5.19K 99
ZB
239
Zions Bancorporation
Utah
$4.24K 81
TFA
240
Toth Financial Advisory
Virginia
$4.24K 81 +81 New
OAJ
241
Ogorek Anthony Joseph
New York
$4K 90
SIC
242
SJS Investment Consulting
Ohio
$2.52K 48 +4 +9%
RTL
243
Red Tortoise LLC
Georgia
$2.31K 44
PWMG
244
Prestige Wealth Management Group
New Jersey
$1.89K 36 -26 -42%
JGIA
245
Jackson Grant Investment Advisers
Connecticut
$1.89K 36
GRP
246
Global Retirement Partners
California
$1.32K 26
CAL
247
Capital Advisors Ltd
Ohio
$1K 27
BAAM
248
Baker Avenue Asset Management
California
$943 18
AAP
249
Arax Advisory Partners
Colorado
$472 9
TWD
250
True Wealth Design
Ohio
$367 7