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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 %
AAF
76
Andra AP-fonden
Sweden
$4.19M 58,127 -14,573 -20%
KA
77
Kerrisdale Advisers
Florida
$3.98M 55,241 – –
Victory Capital Management
78
Victory Capital Management
Texas
$3.86M 53,675 -15,216 -22%
RBA
79
Richard Bernstein Advisors
New York
$3.73M 51,821 – –
OC
80
Oppenheimer & Close
New York
$3.54M 49,099 -254 -0.5%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$3.36M 46,714 +45 +0.1%
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$3.33M 46,268 +190 +0.4%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$2.87M 39,858 -1,919 -5%
MSV
84
MN Services Vermogensbeheer
Netherlands
$2.82M 39,200 – –
Asset Management One
85
Asset Management One
Japan
$2.78M 38,642 +194 +0.5%
LPL Financial
86
LPL Financial
California
$2.76M 38,332 +1,583 +4%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$2.74M 38,030 – –
HSBC Holdings
88
HSBC Holdings
United Kingdom
$2.72M 37,766 -3,185 -8%
EP
89
Edgestream Partners
New Jersey
$2.72M 37,744 +6,181 +20%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.7M 37,497 -2,806 -7%
PGIM
91
Pacific Global Investment Management
California
$2.68M 37,193 +1,523 +4%
AllianceBernstein
92
AllianceBernstein
Tennessee
$2.68M 37,164 -216 -0.6%
ISL
93
Ingalls & Snyder LLC
New York
$2.66M 36,938 -312 -0.8%
CWM
94
Chemistry Wealth Management
New York
$2.56M 35,551 +1,961 +6%
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$2.54M 35,265 -7,085 -17%
CM
96
Capula Management
Cayman Islands
$2.42M 33,575 +33,575 New
BCM
97
Brasada Capital Management
Texas
$2.41M 33,971 -2,588 -7%
ATS
98
Ashton Thomas Securities
New York
$2.37M 32,939 +9,239 +39%
OBAM
99
ODDO BHF Asset Management
France
$2.34M 32,498 +32,498 New
OAM
100
Oppenheimer Asset Management
New York
$2.33M 32,426 +111 +0.3%
2 3
4
5 6