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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$15.9M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$9.99M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$63.6M
5
SCM
5
Smead Capital Management
Arizona
$145M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.9M
3
YAM
3
Yacktman Asset Management
Texas
$475M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M
5
Charles Schwab
5
Charles Schwab
California
$42M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
276
Private Wealth Management Group
New Jersey
$1.53K 23 – –
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$1.2K 18 -90 -83%
AW
278
Avion Wealth
Texas
$1K 9 – –
IA
279
IFP Advisors
Florida
$934 14 +6 +75%
PWMG
280
Prestige Wealth Management Group
New Jersey
$801 12 -2 -14%
TWD
281
True Wealth Design
Ohio
$801 12 +5 +71%
AAP
282
Arax Advisory Partners
Colorado
$601 9 – –
TWP
283
TFO Wealth Partners
Ohio
$467 7 – –
VWA
284
Valued Wealth Advisors
Utah
$134 2 +2 New
ECM
285
Estuary Capital Management
Minnesota
– – -20,000 Closed
TAF
286
Tredje AP-fonden
Sweden
– – -16,019 Closed
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
– – -12,960 Closed
SSA
288
Schonfeld Strategic Advisors
New York
– – -11,115 Closed
DFCM
289
Dark Forest Capital Management
Puerto Rico
– – -9,113 Closed
Squarepoint
290
Squarepoint
New York
– – -9,057 Closed
AA
291
Ancient Art
Texas
– – -8,938 Closed
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
– – -8,623 Closed
AWM
293
AE Wealth Management
Kansas
– – -5,710 Closed
PI
294
PineBridge Investments
New York
– – -5,500 Closed
Teacher Retirement System of Texas
295
Teacher Retirement System of Texas
Texas
– – -4,462 Closed
AWA
296
Arete Wealth Advisors
Illinois
– – -3,235 Closed
BWP
297
BSW Wealth Partners
Colorado
– – -3,174 Closed
SP
298
Symmetry Partners
Connecticut
– – -2,964 Closed
AWM
299
Apollon Wealth Management
South Carolina
– – -2,920 Closed
CCM
300
Chilton Capital Management
Texas
– – -1,017 Closed
9 10 11
12
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