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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

278 hedge funds and large institutions have $3.83B invested in U-Haul Holding Co Series N in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 80 reducing their positions, and 35 closing their positions.

Holders
278
Holders Change
-6
Holders Change %
-2.11%
% of All Funds
4.04%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
34
Increased
115
Reduced
80
Closed
35
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$1.1M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$54.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$79.5M
3
SI
3
Scout Investments
Missouri
$19.2M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M
5
SCM
5
Smead Capital Management
Arizona
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$124M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
WC
4
Winmill & Co
New York
$0
5
BlackRock
5
BlackRock
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
276
MV Capital Management
Maryland
$61 1 +1 New
AssetMark Inc
277
AssetMark Inc
California
$60 1 +1 New
Point72 Asset Management
278
Point72 Asset Management
Connecticut
– – -149,852 Closed
WC
279
Winmill & Co
New York
– – -143,370 Closed
DG
280
DigitalBridge Group
Florida
– – -71,631 Closed
VIM
281
VELA Investment Management
Ohio
– – -28,467 Closed
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
– – -24,461 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
283
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -21,403 Closed
RR
284
Robotti Robert
– – -18,100 Closed
PCM
285
Prelude Capital Management
New York
– – -15,691 Closed
IMCOOI
286
Investment Management Corp of Ontario (IMCO)
Canada
– – -15,036 Closed
Adage Capital Partners
287
Adage Capital Partners
Massachusetts
– – -15,000 Closed
KPF
288
K2 Principal Fund
Ontario, Canada
– – -13,733 Closed
BBVA
289
Banco Bilbao Vizcaya Argentaria
Spain
– – -12,425 Closed
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
– – -10,262 Closed
JCM
291
Janney Capital Management
Pennsylvania
– – -7,682 Closed
MGP
292
Metis Global Partners
California
– – -6,675 Closed
BAMF
293
BI Asset Management Fondsmaeglerselskab
Denmark
– – -6,052 Closed
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
– – -5,908 Closed
Man Group
295
Man Group
United Kingdom
– – -5,038 Closed
FOA
296
Five Oceans Advisors
California
– – -4,699 Closed
ALAM
297
Asahi Life Asset Management
Japan
– – -4,610 Closed
MYLI
298
Meiji Yasuda Life Insurance
Japan
– – -4,270 Closed
JF
299
Jump Financial
Illinois
– – -4,200 Closed
CWM
300
CIBC World Markets
New York
– – -3,974 Closed
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