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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 %
ATS
101
Ashton Thomas Securities
New York
$1.73M 23,700 +23,700 New
Voloridge Investment Management
102
Voloridge Investment Management
Florida
$1.72M 28,739 +28,739 New
AA
103
Ancora Advisors
Ohio
$1.7M 28,260 -2,148 -7%
SO
104
STRS Ohio
Ohio
$1.69M 28,225 +4,781 +20%
Citigroup
105
Citigroup
New York
$1.66M 27,587 +4,091 +17%
SFI
106
Susquehanna Fundamental Investments
Pennsylvania
$1.65M 27,499 +7,800 +40%
ASRS
107
Arizona State Retirement System
Arizona
$1.6M 26,662 -34 -0.1%
SC
108
Skylands Capital
Wisconsin
$1.6M 26,645 – –
Nomura Asset Management
109
Nomura Asset Management
Japan
$1.54M 25,673 -76 -0.3%
RC
110
RBF Capital
California
$1.51M 25,200 – –
EI
111
Ethic Inc
New York
$1.43M 23,580 -207 -0.9%
Prudential Financial
112
Prudential Financial
New Jersey
$1.37M 22,818 -700 -3%
Stifel Financial
113
Stifel Financial
Missouri
$1.37M 22,754 -481 -2%
Skandinaviska Enskilda Banken (SEB)
114
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.26M 21,026 – –
DnB Asset Management
115
DnB Asset Management
Norway
$1.24M 20,682 +1,099 +6%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$1.22M 20,300 +2,300 +13%
HCA
117
Hyperion Capital Advisors
New York
$1.18M 19,660 – –
Korea Investment Corp
118
Korea Investment Corp
South Korea
$1.16M 19,308 -8,172 -30%
NFGCM
119
Norman Fields Gottscho Capital Management
New York
$1.14M 19,817 – –
BCIM
120
British Columbia Investment Management
British Columbia, Canada
$1.12M 18,588 +7,078 +61%
II
121
IFM Investors
Australia
$1.01M 16,853 +1,078 +7%
Squarepoint
122
Squarepoint
New York
$1M 16,684 +16,684 New
AI
123
Atria Investments
North Carolina
$997K 16,618 -509 -3%
VPIM
124
Vanguard Personalized Indexing Management
California
$991K 16,533 +1,378 +9%
URS
125
Utah Retirement Systems
Utah
$990K 16,497 -900 -5%
3 4
5
6 7