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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 %
SI
26
Scout Investments
Missouri
$21.8M 321,295 +1,536 +0.5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$20.7M 287,331 – –
TAM
28
Third Avenue Management
New York
$20.5M 284,528 +19 +0%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$20M 277,518 +1,785 +0.6%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$18.7M 259,328 +5,467 +2%
HCM
31
Harspring Capital Management
New York
$18.4M 255,000 -28,500 -10%
SFM
32
Systematic Financial Management
New Jersey
$18.3M 253,855 +27,450 +12%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$15.7M 218,308 +13,789 +7%
Legal & General Group
34
Legal & General Group
United Kingdom
$15.7M 218,269 -9,350 -4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$15.4M 213,954 +213,954 New
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$15.2M 210,903 -37,560 -15%
HCA
37
Harbor Capital Advisors
Illinois
$14.2M 197,258 +114,279 +138%
VCM
38
Vision Capital Management
Oregon
$13.5M 187,794 +3,855 +2%
SBH
39
Segall Bryant & Hamill
Illinois
$13.4M 185,760 +185,760 New
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$12.9M 179,723 -323 -0.2%
Deutsche Bank
41
Deutsche Bank
Germany
$12.5M 174,022 +2,248 +1%
Invesco
42
Invesco
Georgia
$12.2M 169,812 -123,711 -42%
PAIM
43
Punch & Associates Investment Management
Minnesota
$11.6M 161,518 +1,442 +0.9%
FCI
44
Financial Counselors Inc
Kansas
$11M 153,087 +406 +0.3%
Wells Fargo
45
Wells Fargo
California
$10.3M 142,624 -4,171 -3%
Goldman Sachs
46
Goldman Sachs
New York
$9.81M 136,226 +12,249 +10%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$9.29M 128,984 +6,974 +6%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$8.79M 129,295 +12,887 +11%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.73M 121,258 -1,437 -1%
American Century Companies
50
American Century Companies
Missouri
$8.5M 117,988 -2,849 -2%
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