UHAL.B icon

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 %
OC
76
Oppenheimer & Close
New York
$2.96M 49,353 – –
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$2.8M 46,669 -1,973 -4%
Treasurer of the State of North Carolina
78
Treasurer of the State of North Carolina
North Carolina
$2.77M 46,078 -136 -0.3%
Pictet Asset Management
79
Pictet Asset Management
Switzerland
$2.54M 42,350 +7,990 +23%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$2.51M 41,777 +2,958 +8%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.46M 40,951 -7,962 -16%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$2.42M 40,303 -19,295 -32%
MSV
83
MN Services Vermogensbeheer
Netherlands
$2.35M 39,200 – –
Asset Management One
84
Asset Management One
Japan
$2.31M 38,448 +2,823 +8%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.29M 38,235 -157 -0.4%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$2.28M 38,030 – –
AllianceBernstein
87
AllianceBernstein
Tennessee
$2.24M 37,380 +153 +0.4%
ISL
88
Ingalls & Snyder LLC
New York
$2.24M 37,250 -320 -0.9%
LPL Financial
89
LPL Financial
California
$2.21M 36,749 +1,908 +5%
BCM
90
Brasada Capital Management
Texas
$2.2M 36,559 -433 -1%
PGIM
91
Pacific Global Investment Management
California
$2.14M 35,670 +1,005 +3%
CWM
92
Chemistry Wealth Management
New York
$2.02M 33,590 +3,949 +13%
LCAM
93
Long Corridor Asset Management
Hong Kong
$2M 33,280 +33,280 New
Jane Street
94
Jane Street
New York
$1.96M 32,661 +9,470 +41%
OAM
95
Oppenheimer Asset Management
New York
$1.94M 32,315 +2,395 +8%
EP
96
Edgestream Partners
New Jersey
$1.89M 31,563 +31,563 New
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.87M 31,278 -13,888 -31%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$1.87M 31,099 -800 -3%
BRWA
99
B. Riley Wealth Advisors
Florida
$1.86M 31,023 -1,825 -6%
RAM
100
Resona Asset Management
Japan
$1.85M 30,899 -384 -1%
2 3
4
5 6