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U-Haul Holding Co Series N

278 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, 90 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
278
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
34
Increased
90
Reduced
100
Closed
31
Calls
$597K
Puts
$258K
Net Calls
+$339K
Net Calls Change
-$5.34M
Name Market Value Shares Shares
Change
Shares
Change %
IGWM
251
ICA Group Wealth Management
Colorado
$7.3K 144
Loomis, Sayles & Company
252
Loomis, Sayles & Company
Massachusetts
$7K 134 -226 -63%
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$7K 142 +137 +2,740%
JWA
254
JFS Wealth Advisors
Pennsylvania
$6.79K 134 +22 +20%
HI
255
Harbour Investments
Wisconsin
$6.38K 126
FFA
256
Farther Finance Advisors
California
$6.38K 126
Lazard Asset Management
257
Lazard Asset Management
New York
$6K 135 -62,025 -100%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$5.47K 108
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$5.47K 108
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$5.02K 99
GWS
261
Glassman Wealth Services
Virginia
$5.02K 99 +18 +22%
FCAG
262
First Capital Advisors Group
New Jersey
$4.97K 98 +98 New
ZB
263
Zions Bancorporation
Utah
$4.1K 81
OAJ
264
Ogorek Anthony Joseph
New York
$4K 90
PWMG
265
Prestige Wealth Management Group
New Jersey
$3.14K 62 -19 -23%
SIC
266
SJS Investment Consulting
Ohio
$2.23K 44 +22 +100%
RTL
267
Red Tortoise LLC
Georgia
$2.23K 44 +17 +63%
DI
268
Disciplined Investments
Oklahoma
$1.82K 36 -1 -3%
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$1.82K 36
GRP
270
Global Retirement Partners
California
$1.32K 26
BTI
271
Blue Trust Inc
Georgia
$1K 27 -603 -96%
CAL
272
Capital Advisors Ltd
Ohio
$1K 27
BAAM
273
Baker Avenue Asset Management
California
$912 18
Allianz Asset Management
274
Allianz Asset Management
Germany
$565 11,149 +253 +2%
2L
275
25 LLC
Missouri
$555 10