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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 %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$3.46M 51,847 +3,711 +8%
RBA
77
Richard Bernstein Advisors
New York
$3.45M 51,813 – –
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$3.4M 50,928 +36,057 +242%
OC
79
Oppenheimer & Close
New York
$3.29M 49,353 -200 -0.4%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$3.26M 48,913 -19,714 -29%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$3.24M 48,642 -873 -2%
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$3.08M 46,214 +303 +0.7%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$2.99M 45,166 +8,988 +25%
MSV
84
MN Services Vermogensbeheer
Netherlands
$2.61M 39,200 +39,200 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$2.59M 38,819 -1,701 -4%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.56M 38,392 -5,028 -12%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$2.54M 38,030 – –
ISL
88
Ingalls & Snyder LLC
New York
$2.51M 37,570 -2,827 -7%
AllianceBernstein
89
AllianceBernstein
Tennessee
$2.48M 37,227 -540 -1%
BCM
90
Brasada Capital Management
Texas
$2.47M 36,992 +4,692 +15%
Asset Management One
91
Asset Management One
Japan
$2.38M 35,625 -2,127 -6%
LPL Financial
92
LPL Financial
California
$2.32M 34,841 -423 -1%
PGIM
93
Pacific Global Investment Management
California
$2.31M 34,665 +1,508 +5%
Pictet Asset Management
94
Pictet Asset Management
Switzerland
$2.29M 34,360 -781 -2%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$2.13M 31,899 -1,541 -5%
RAM
96
Resona Asset Management
Japan
$2.09M 31,283 +31,283 New
AA
97
Ancora Advisors
Ohio
$2.03M 30,408 -2,127 -7%
HCM
98
Highlander Capital Management
New Jersey
$2M 29,980 – –
OAM
99
Oppenheimer Asset Management
New York
$2M 29,920 -6,710 -18%
CWM
100
Chemistry Wealth Management
New York
$1.98M 29,641 +4,000 +16%
2 3
4
5 6