UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

310 hedge funds and large institutions have $4.1B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 20 closing their positions.

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
48
Increased
102
Reduced
105
Closed
20
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
+$473K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$232M
2
Norges Bank
2
Norges Bank
Norway
$62.2M
3
PP
3
Pertento Partners
United Kingdom
$47.4M
4
EC
4
Eminence Capital
New York
$35.2M
5
RP
5
Reinhart Partners
Wisconsin
$101M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.1M
3
BlackRock
3
BlackRock
New York
$354M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$13.8M
5
ACM
5
Abrams Capital Management
Massachusetts
$208M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Chemistry Wealth Management
New York
$2.31M 36,088 +537 +2%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.3M 35,899 +35,899 New
AllianceBernstein
103
AllianceBernstein
Tennessee
$2.29M 35,746 -1,418 -4%
ISL
104
Ingalls & Snyder LLC
New York
$2.29M 35,699 -1,239 -3%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.21M 34,448 +34,448 New
OAM
106
Oppenheimer Asset Management
New York
$2.19M 34,262 +1,836 +6%
ATS
107
Ashton Thomas Securities
New York
$2.16M 33,677 +738 +2%
IC
108
Inkwell Capital
Florida
$2.02M 31,560 +31,560 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$2M 31,289 -6,477 -17%
MMA
110
Miracle Mile Advisors
California
$2M 31,243 +31,243 New
EI
111
Ethic Inc
New York
$1.99M 31,128 +7,341 +31%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.99M 31,099 – –
LF
113
Lansforsakringar Fondforvaltning
Sweden
$1.99M 31,098 +31,098 New
CLA
114
Carnegie Lake Advisors
New Jersey
$1.95M 30,430 +1,100 +4%
BCM
115
Brasada Capital Management
Texas
$1.92M 30,712 -3,259 -10%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$1.86M 28,972 +28,972 New
SO
117
STRS Ohio
Ohio
$1.84M 28,789 +1,893 +7%
SC
118
Skylands Capital
Wisconsin
$1.84M 28,745 +9,700 +51%
ASRS
119
Arizona State Retirement System
Arizona
$1.81M 28,191 +384 +1%
RAM
120
Resona Asset Management
Japan
$1.8M 28,130 -2,272 -7%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$1.77M 27,679 +7,495 +37%
Mariner
122
Mariner
Kansas
$1.73M 27,038 +7,124 +36%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$1.71M 26,661 +26,661 New
Nomura Asset Management
124
Nomura Asset Management
Japan
$1.64M 25,673 – –
RC
125
RBF Capital
California
$1.61M 25,200 – –
3 4
5
6 7