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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

278 hedge funds and large institutions have $3.83B invested in U-Haul Holding Co Series N in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 80 reducing their positions, and 35 closing their positions.

Holders
278
Holders Change
-6
Holders Change %
-2.11%
% of All Funds
4.04%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
34
Increased
115
Reduced
80
Closed
35
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$1.1M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$54.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$79.5M
3
SI
3
Scout Investments
Missouri
$19.2M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M
5
SCM
5
Smead Capital Management
Arizona
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$124M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
WC
4
Winmill & Co
New York
$0
5
BlackRock
5
BlackRock
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
RAM
51
RK Asset Management
Michigan
$6.63M 110,452 -480 -0.4%
Bank of America
52
Bank of America
North Carolina
$6.51M 108,483 +18,449 +20%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$6.29M 104,752 +24,058 +30%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$6.05M 100,841 +9,523 +10%
Swedbank
55
Swedbank
Sweden
$5.97M 99,406 -3,039 -3%
SIC
56
Schwartz Investment Counsel
Michigan
$5.83M 97,200 – –
Renaissance Technologies
57
Renaissance Technologies
New York
$5.7M 95,000 +20,300 +27%
Canada Life
58
Canada Life
Manitoba, Canada
$5.47M 91,199 -14,559 -14%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$5.39M 89,728 +847 +1%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$5.35M 89,053 -5 -0%
MAA
61
Mraz Amerine & Associates
California
$5.31M 88,533 +358 +0.4%
HCA
62
Harbor Capital Advisors
Illinois
$4.98M 82,979 +63,393 +324%
DIS
63
Diversified Investment Strategies
Louisiana
$4.89M 81,501 -2,790 -3%
Amundi
64
Amundi
France
$4.86M 79,917 +11,033 +16%
AAF
65
Andra AP-fonden
Sweden
$4.36M 72,700 +20,400 +39%
Victory Capital Management
66
Victory Capital Management
Texas
$4.13M 68,891 +3,134 +5%
Barclays
67
Barclays
United Kingdom
$3.76M 62,592 -4,206 -6%
Ameriprise
68
Ameriprise
Minnesota
$3.75M 62,515 -1,731 -3%
UBS Group
69
UBS Group
Switzerland
$3.74M 62,367 -764 -1%
KAM
70
Knightsbridge Asset Management
California
$3.55M 59,085 -941 -2%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$3.46M 57,653 – –
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$3.39M 56,489 +4,457 +9%
KA
73
Kerrisdale Advisers
Florida
$3.32M 55,241 – –
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$3.27M 54,387 +2,540 +5%
RBA
75
Richard Bernstein Advisors
New York
$3.11M 51,821 +8 +0%
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