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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 %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$2.28M 31,556 +278 +0.9%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$2.24M 31,099 – –
RAM
103
Resona Asset Management
Japan
$2.19M 30,402 -497 -2%
CLA
104
Carnegie Lake Advisors
New Jersey
$2.11M 29,330 +29,330 New
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$2.08M 28,865 +126 +0.4%
ASRS
106
Arizona State Retirement System
Arizona
$2M 27,807 +1,145 +4%
SO
107
STRS Ohio
Ohio
$1.94M 26,896 -1,329 -5%
Nomura Asset Management
108
Nomura Asset Management
Japan
$1.85M 25,673 – –
RC
109
RBF Capital
California
$1.81M 25,200 – –
BRWA
110
B. Riley Wealth Advisors
Florida
$1.76M 24,507 -6,516 -21%
IIM
111
INTECH Investment Management
Florida
$1.72M 23,877 +20,499 +607%
AA
112
Ancora Advisors
Ohio
$1.67M 23,231 -5,029 -18%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61M 22,378 +15,739 +237%
EI
114
Ethic Inc
New York
$1.57M 23,787 +207 +0.9%
Skandinaviska Enskilda Banken (SEB)
115
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.51M 21,026 – –
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$1.51M 21,000 +700 +3%
Citigroup
117
Citigroup
New York
$1.51M 20,975 -6,612 -24%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.45M 20,184 +20,184 New
Stifel Financial
119
Stifel Financial
Missouri
$1.45M 20,176 -2,578 -11%
Prudential Financial
120
Prudential Financial
New Jersey
$1.44M 20,018 -2,800 -12%
Mariner
121
Mariner
Kansas
$1.43M 19,914 +5,486 +38%
NFGCM
122
Norman Fields Gottscho Capital Management
New York
$1.42M 19,717 -100 -0.5%
SC
123
Skylands Capital
Wisconsin
$1.37M 19,045 -7,600 -29%
DFCM
124
Dark Forest Capital Management
Puerto Rico
$1.32M 18,373 +18,373 New
Neuberger Berman Group
125
Neuberger Berman Group
New York
$1.29M 17,861 +1,439 +9%
3 4
5
6 7