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U-Haul Holding Co Series N

276 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
39
Increased
91
Reduced
102
Closed
26
Calls
$6.4M
Puts
$719K
Net Calls
+$5.68M
Net Calls Change
+$15.5M
Name Market Value Shares Shares
Change
Shares
Change %
HI
251
Harbour Investments
Wisconsin
$6.53K 126 -27 -18%
SFG
252
Steward Financial Group
Texas
$6K 131 +68 +108%
JWA
253
JFS Wealth Advisors
Pennsylvania
$5.81K 112 -53 -32%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$5.6K 108
PFBT
255
Parkside Financial Bank & Trust
Missouri
$5.6K 108
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$5.13K 99 -228 -70%
SC
257
Schubert & Co
Texas
$4.56K 88 -24 -21%
PWMG
258
Prestige Wealth Management Group
New Jersey
$4.2K 81 -23 -22%
GWS
259
Glassman Wealth Services
Virginia
$4.2K 81
ZB
260
Zions Bancorporation
Utah
$4.2K 81
OAJ
261
Ogorek Anthony Joseph
New York
$4K 90
DI
262
Disciplined Investments
Oklahoma
$1.92K 37 +37 New
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$1.87K 36 +36 New
BWM
264
BerganKDV Wealth Management
Minnesota
$1.4K 27
RTL
265
Red Tortoise LLC
Georgia
$1.4K 27
GRP
266
Global Retirement Partners
California
$1.39K 26
SIC
267
SJS Investment Consulting
Ohio
$1.14K 22 -17 -44%
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$1.09K 21,086
CAL
269
Capital Advisors Ltd
Ohio
$1K 27
BAAM
270
Baker Avenue Asset Management
California
$933 18 -9 -33%
2L
271
25 LLC
Missouri
$548 10 +10 New
TWA
272
TCI Wealth Advisors
Arizona
$519 10 -8 -44%
AAP
273
Arax Advisory Partners
Colorado
$467 9
TWD
274
True Wealth Design
Ohio
$363 7 -1 -13%
TWP
275
TFO Wealth Partners
Ohio
$363 7 +5 +250%