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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 %
VIM
101
VELA Investment Management
Ohio
$1.9M 28,467 -84 -0.3%
Millennium Management
102
Millennium Management
New York
$1.89M 28,317 +17,547 +163%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$1.83M 27,480 -1,586 -5%
ASRS
104
Arizona State Retirement System
Arizona
$1.78M 26,696 +20 +0.1%
SC
105
Skylands Capital
Wisconsin
$1.78M 26,645 +5,850 +28%
BRWA
106
B. Riley Wealth Advisors
Florida
$1.72M 32,848 +95 +0.3%
Nomura Asset Management
107
Nomura Asset Management
Japan
$1.72M 25,749 -560 -2%
RC
108
RBF Capital
California
$1.68M 25,200 – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$1.63M 24,461 +2,562 +12%
EI
110
Ethic Inc
New York
$1.57M 23,787 -2,604 -10%
Prudential Financial
111
Prudential Financial
New Jersey
$1.57M 23,518 -5,050 -18%
Citigroup
112
Citigroup
New York
$1.57M 23,496 -22,552 -49%
SO
113
STRS Ohio
Ohio
$1.56M 23,444 +23,444 New
Stifel Financial
114
Stifel Financial
Missouri
$1.55M 23,235 -1,025 -4%
Jane Street
115
Jane Street
New York
$1.55M 23,191 -17,524 -43%
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.43M 21,403 +21,403 New
Skandinaviska Enskilda Banken (SEB)
117
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M 21,026 – –
NFGCM
118
Norman Fields Gottscho Capital Management
New York
$1.32M 19,817 -450 -2%
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$1.31M 19,699 +19,699 New
HCA
120
Hyperion Capital Advisors
New York
$1.31M 19,660 – –
HCA
121
Harbor Capital Advisors
Illinois
$1.31M 19,586 +19,586 New
DnB Asset Management
122
DnB Asset Management
Norway
$1.31M 19,583 -565 -3%
PAM
123
Panagora Asset Management
Massachusetts
$1.23M 18,450 – –
RR
124
Robotti Robert
$1.21M 18,100 – –
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$1.2M 18,000 – –
3 4
5
6 7