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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

310 hedge funds and large institutions have $4.1B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 20 closing their positions.

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
48
Increased
102
Reduced
105
Closed
20
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
+$473K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$232M
2
Norges Bank
2
Norges Bank
Norway
$62.2M
3
PP
3
Pertento Partners
United Kingdom
$47.4M
4
EC
4
Eminence Capital
New York
$35.2M
5
RP
5
Reinhart Partners
Wisconsin
$101M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.1M
3
BlackRock
3
BlackRock
New York
$354M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$13.8M
5
ACM
5
Abrams Capital Management
Massachusetts
$208M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
301
Manchester Capital Management
Vermont
$897 14 – –
PWMG
302
Prestige Wealth Management Group
New Jersey
$769 12 – –
CSWM
303
Cassady Schiller Wealth Management
Ohio
$576 9 +9 New
PWA
304
Principia Wealth Advisory
Texas
$576 9 +9 New
GFPC
305
Global Financial Private Client
Florida
$576 9 +9 New
PWM
306
Parkworth Wealth Management
California
$384 6 +6 New
PS
307
Principal Securities
Iowa
$192 3 +3 New
VWA
308
Valued Wealth Advisors
Utah
$129 2 – –
MCM
309
MV Capital Management
Maryland
$65 1 +1 New
A
310
AlphaQuest
New York
$64 1 -16,063 -100%
Barrow, Hanley, Mewhinney & Strauss
311
Barrow, Hanley, Mewhinney & Strauss
Texas
– – -1,375,107 Closed
EP
312
Edgestream Partners
New Jersey
– – -37,744 Closed
PGIM
313
Pacific Global Investment Management
California
– – -37,193 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
– – -28,865 Closed
OQS
315
Occudo Quantitative Strategies
Florida
– – -15,993 Closed
SSA
316
Schonfeld Strategic Advisors
New York
– – -9,574 Closed
PAM
317
Panagora Asset Management
Massachusetts
– – -6,536 Closed
SF
318
Synovus Financial
Georgia
– – -4,588 Closed
FFM
319
Forum Financial Management
Illinois
– – -3,831 Closed
CAM
320
Cresset Asset Management
Illinois
– – -3,336 Closed
IMCOOI
321
Investment Management Corp of Ontario (IMCO)
Canada
– – -3,227 Closed
ACM
322
Aster Capital Management
United Arab Emirates
– – -2,848 Closed
FIA
323
FNY Investment Advisers
New York
– – -2,000 Closed
QT
324
Quantbot Technologies
New York
– – -1,857 Closed
Allspring Global Investments
325
Allspring Global Investments
North Carolina
– – -628 Closed
10 11 12
13
14