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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 %
Canada Life
51
Canada Life
Manitoba, Canada
$7.06M 105,758 +57,218 +118%
Goldman Sachs
52
Goldman Sachs
New York
$6.87M 102,955 -24,593 -19%
Swedbank
53
Swedbank
Sweden
$6.83M 102,445 +8,059 +9%
SIC
54
Schwartz Investment Counsel
Michigan
$6.48M 97,200 – –
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$6.31M 94,685 -507 -0.5%
Bank of America
56
Bank of America
North Carolina
$6M 90,034 +58,415 +185%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$5.94M 89,058 -12,291 -12%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$5.93M 88,881 +8,934 +11%
MAA
59
Mraz Amerine & Associates
California
$5.88M 88,175 -322 -0.4%
DIS
60
Diversified Investment Strategies
Louisiana
$5.62M 84,291 -370 -0.4%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$5.38M 80,694 -9,548 -11%
Renaissance Technologies
62
Renaissance Technologies
New York
$4.98M 74,700 +18,600 +33%
DG
63
DigitalBridge Group
Florida
$4.78M 71,631 +400 +0.6%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$4.73M 91,318 -9,593 -10%
Barclays
65
Barclays
United Kingdom
$4.46M 66,798 -2,613 -4%
Victory Capital Management
66
Victory Capital Management
Texas
$4.38M 65,757 +13,042 +25%
Ameriprise
67
Ameriprise
Minnesota
$4.28M 64,246 -2,100 -3%
Amundi
68
Amundi
France
$4.28M 68,884 +4,090 +6%
KAM
69
Knightsbridge Asset Management
California
$4.23M 60,026 – –
UBS Group
70
UBS Group
Switzerland
$4.21M 63,131 -33,243 -34%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$3.97M 59,598 +7,841 +15%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$3.84M 57,653 +18,766 +48%
KA
73
Kerrisdale Advisers
Florida
$3.68M 55,241 – –
AAF
74
Andra AP-fonden
Sweden
$3.49M 52,300 +52,300 New
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$3.47M 52,032 +1,745 +3%
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3
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