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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 %
Swiss National Bank
26
Swiss National Bank
Switzerland
$19.4M 290,731 -11,700 -4%
HCM
27
Harspring Capital Management
New York
$19.3M 290,000 – –
Invesco
28
Invesco
Georgia
$19.1M 285,984 +55,191 +24%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$18.3M 274,493 -5,930 -2%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$17M 254,247 +2,511 +1%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$16M 239,997 +15,139 +7%
First Trust Advisors
32
First Trust Advisors
Illinois
$15.9M 237,718 +159,235 +203%
SFM
33
Systematic Financial Management
New Jersey
$15.7M 234,922 -23 -0%
Corient Private Wealth
34
Corient Private Wealth
Florida
$15.7M 232,557 +3,789 +2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$15.2M 227,779 -5,479 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$14.5M 217,707 -6,423 -3%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$13.2M 197,973 +9,408 +5%
VCM
38
Vision Capital Management
Oregon
$12.4M 185,472 -1,112 -0.6%
Deutsche Bank
39
Deutsche Bank
Germany
$11.4M 171,666 +10,706 +7%
PAIM
40
Punch & Associates Investment Management
Minnesota
$10.5M 158,165 +3,312 +2%
Wells Fargo
41
Wells Fargo
California
$10.4M 155,467 -27,074 -15%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$9.99M 149,852 +149,852 New
FCI
43
Financial Counselors Inc
Kansas
$9.73M 145,897 +3,550 +2%
WC
44
Winmill & Co
New York
$9.56M 143,370 – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$9.5M 142,418 -7 -0%
CS
46
Credit Suisse
Switzerland
$8.48M 127,184 -3,645 -3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.99M 119,752 +3,576 +3%
American Century Companies
48
American Century Companies
Missouri
$7.51M 112,576 +20,931 +23%
RAM
49
RK Asset Management
Michigan
$7.4M 110,932 -1,194 -1%
ZIG
50
Zuckerman Investment Group
Illinois
$7.39M 110,861 +4,322 +4%
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