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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

287 hedge funds and large institutions have $4.49B invested in U-Haul Holding Co Series N in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 84 reducing their positions, and 29 closing their positions.

Holders
287
Holders Change
+9
Holders Change %
+3.24%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
106
Reduced
84
Closed
29
Calls
$706K
Puts
–
Net Calls
+$706K
Net Calls Change
-$302K

Top Buyers

1
BlackRock
1
BlackRock
New York
$435M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$111M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$15.4M
4
SBH
4
Segall Bryant & Hamill
Illinois
$13.4M
5
TFM
5
Trian Fund Management
New York
$75.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
YAM
2
Yacktman Asset Management
Texas
$454M
3
RP
3
Reinhart Partners
Wisconsin
$77.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$124M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
BGAI
276
Bruce G. Allen Investments
Colorado
$1.87K 26 – –
PWMG
277
Private Wealth Management Group
New Jersey
$1.66K 23 – –
CPA
278
Capital Performance Advisors
California
$1.51K 21 +21 New
CFB
279
Cullen/Frost Bankers
Texas
$1.3K 18 +18 New
TWD
280
True Wealth Design
Ohio
$1.15K 16 – –
MCM
281
Manchester Capital Management
Vermont
$1.01K 14 – –
AW
282
Avion Wealth
Texas
$1K 17 +8 +89%
PWMG
283
Prestige Wealth Management Group
New Jersey
$864 12 – –
CA
284
Claris Advisors
Missouri
$720 10 +10 New
BF
285
BOK Financial
Oklahoma
$345 5 +5 New
VWA
286
Valued Wealth Advisors
Utah
$145 2 – –
FPFS
287
First Personal Financial Services
North Carolina
$144 2 +2 New
Norges Bank
288
Norges Bank
Norway
– – -908,381 Closed
Ohio Public Employees Retirement System (OPERS)
289
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -38,235 Closed
LCAM
290
Long Corridor Asset Management
Hong Kong
– – -33,280 Closed
Jane Street
291
Jane Street
New York
– – -32,661 Closed
Citadel Advisors
292
Citadel Advisors
Florida
– – -16,189 Closed
Focus Partners Wealth
293
Focus Partners Wealth
Massachusetts
– – -15,709 Closed
SA
294
Sanctuary Advisors
Indiana
– – -15,118 Closed
MPM
295
MBB Public Markets
Illinois
– – -7,439 Closed
IA
296
IFG Advisory
Georgia
– – -7,115 Closed
Capstone Investment Advisors
297
Capstone Investment Advisors
New York
– – -6,886 Closed
APG Asset Management
298
APG Asset Management
Netherlands
– – -6,419 Closed
AWM
299
AE Wealth Management
Kansas
– – -5,278 Closed
Connor, Clark & Lunn Investment Management (CC&L)
300
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -5,187 Closed
9 10 11
12
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