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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 %
URS
126
Utah Retirement Systems
Utah
$1.16M 17,397 – –
AI
127
Atria Investments
North Carolina
$1.14M 17,127 +156 +0.9%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$1.09M 16,404 -76 -0.5%
RC
129
Roundview Capital
New Jersey
$1.05M 15,795 – –
II
130
IFM Investors
Australia
$1.05M 15,775 +1,997 +14%
PCM
131
Prelude Capital Management
New York
$1.05M 15,691 +1,688 +12%
SG Americas Securities
132
SG Americas Securities
New York
$1.03M 15,442 +15,442 New
VPIM
133
Vanguard Personalized Indexing Management
California
$1.01M 15,155 +335 +2%
IMCOOI
134
Investment Management Corp of Ontario (IMCO)
Canada
$1M 15,036 +15,036 New
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$1M 15,000 – –
GT
136
Greenleaf Trust
Michigan
$1M 14,998 -2,725 -15%
OPS
137
Orion Portfolio Solutions
Nebraska
$980K 14,694 -803 -5%
BCI
138
Brinker Capital Investments
Pennsylvania
$980K 14,694 -803 -5%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$951K 14,262 +68 +0.5%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$943K 15,178 +15,178 New
IFWM
141
Institute for Wealth Management
Colorado
$938K 14,064 -145 -1%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$932K 13,980 +10,587 +312%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$921K 13,815 -3,352 -20%
KPF
144
K2 Principal Fund
Ontario, Canada
$916K 13,733 +4,900 +55%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$879K 13,181 -700 -5%
Macquarie Group
146
Macquarie Group
Australia
$872K 13,075 -1,539 -11%
X
147
Xponance
Pennsylvania
$792K 11,881 +4,610 +63%
NAM
148
Nissay Asset Management
Japan
$784K 11,752 +187 +2%
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$767K 11,510 +315 +3%
AB
150
Amalgamated Bank
New York
$751K 11,258 -8,449 -43%
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