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U-Haul Holding Co Series N

284 hedge funds and large institutions have $4.19B invested in U-Haul Holding Co Series N in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
+5
Holders Change %
+1.79%
% of All Funds
4.12%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
30
Increased
86
Reduced
109
Closed
23
Calls
$2.24M
Puts
$135K
Net Calls
+$2.1M
Net Calls Change
-$249K
Name Market Value Shares Shares
Change
Shares
Change %
RTC
251
Riverview Trust Company
Washington
$20.5K 308 +308 New
LC
252
Lindbrook Capital
California
$18.6K 279
UB
253
UMB Bank
Missouri
$18K 270
QL
254
Quarry LP
New York
$14.5K 217 +217 New
C
255
Covestor
United Kingdom
$13K 190
CI Investments Inc
256
CI Investments Inc
Ontario, Canada
$13K 199 +45 +29%
BIA
257
Bell Investment Advisors
California
$11.1K 167
IGWM
258
ICA Group Wealth Management
Colorado
$9.6K 144
JWA
259
JFS Wealth Advisors
Pennsylvania
$8.8K 132 +16 +14%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$7.2K 108
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$6.76K 101 +101 New
NA
262
NewEdge Advisors
Louisiana
$6.73K 101 -57 -36%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$6.6K 99
FFA
264
Farther Finance Advisors
California
$6.16K 92
OAJ
265
Ogorek Anthony Joseph
New York
$6K 90
ZB
266
Zions Bancorporation
Utah
$5.4K 81
AWM
267
Avior Wealth Management
Nebraska
$3.6K 54 +54 New
RTL
268
Red Tortoise LLC
Georgia
$2.93K 44
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$2.4K 36
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$2.2K 33
SIC
271
SJS Investment Consulting
Ohio
$2.2K 33 +5 +18%
CAL
272
Capital Advisors Ltd
Ohio
$2K 27
Allspring Global Investments
273
Allspring Global Investments
North Carolina
$1.93K 29
GRP
274
Global Retirement Partners
California
$1.73K 26
BGAI
275
Bruce G. Allen Investments
Colorado
$1.73K 26