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U-Haul Holding Co Series N

279 hedge funds and large institutions have $4.48B invested in U-Haul Holding Co Series N in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
43
Increased
92
Reduced
96
Closed
13
Calls
$2.35M
Puts
Net Calls
+$2.35M
Net Calls Change
+$1.08M
Name Market Value Shares Shares
Change
Shares
Change %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$11K 154
IGWM
252
ICA Group Wealth Management
Colorado
$10.1K 144 +144 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$8.17K 116 -40 -26%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$7.61K 108
PFBT
255
Parkside Financial Bank & Trust
Missouri
$7.61K 108
GWS
256
Glassman Wealth Services
Virginia
$6.97K 99
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$6.97K 99
FFA
258
Farther Finance Advisors
California
$6.48K 92 -34 -27%
CWC
259
Carolinas Wealth Consulting
North Carolina
$6.13K 87 +87 New
OAJ
260
Ogorek Anthony Joseph
New York
$6K 90
ZB
261
Zions Bancorporation
Utah
$5.71K 81
RIM
262
Rakuten Investment Management
Japan
$4.93K 70 +70 New
BTI
263
Blue Trust Inc
Georgia
$4K 73 -71 -49%
RTL
264
Red Tortoise LLC
Georgia
$3.1K 44
JGIA
265
Jackson Grant Investment Advisers
Connecticut
$2.54K 36
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$2.33K 33 +33 New
Allspring Global Investments
267
Allspring Global Investments
North Carolina
$2.04K 29 +29 New
CAL
268
Capital Advisors Ltd
Ohio
$2K 27
SIC
269
SJS Investment Consulting
Ohio
$1.97K 28 -20 -42%
BGAI
270
Bruce G. Allen Investments
Colorado
$1.83K 26 +26 New
GRP
271
Global Retirement Partners
California
$1.67K 26
PWMG
272
Private Wealth Management Group
New Jersey
$1.62K 23 +23 New
AW
273
Avion Wealth
Texas
$1K 9
PWMG
274
Prestige Wealth Management Group
New Jersey
$987 14 -22 -61%
AAP
275
Arax Advisory Partners
Colorado
$634 9