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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 %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$986K 16,422 +18 +0.1%
Citadel Advisors
127
Citadel Advisors
Florida
$972K 16,189 +16,189 New
OQS
128
Occudo Quantitative Strategies
Florida
$957K 15,943 +15,943 New
OPS
129
Orion Portfolio Solutions
Nebraska
$955K 15,906 +1,212 +8%
BCI
130
Brinker Capital Investments
Pennsylvania
$955K 15,906 +1,212 +8%
SA
131
Sanctuary Advisors
Indiana
$952K 15,118 +15,118 New
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$943K 15,709 +531 +3%
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$930K 15,773 +4,962 +46%
GT
134
Greenleaf Trust
Michigan
$900K 14,998 – –
IFWM
135
Institute for Wealth Management
Colorado
$886K 14,769 +705 +5%
Mariner
136
Mariner
Kansas
$866K 14,428 +3,848 +36%
RC
137
Roundview Capital
New Jersey
$841K 14,013 -1,782 -11%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$835K 13,915 -347 -2%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$788K 13,134 -47 -0.4%
RJA
140
Raymond James & Associates
Florida
$768K 12,789 +2,199 +21%
Macquarie Group
141
Macquarie Group
Australia
$763K 12,710 -365 -3%
X
142
Xponance
Pennsylvania
$749K 12,477 +596 +5%
NAM
143
Nissay Asset Management
Japan
$714K 11,900 +148 +1%
SG Americas Securities
144
SG Americas Securities
New York
$695K 11,586 -3,856 -25%
AB
145
Amalgamated Bank
New York
$690K 11,499 +241 +2%
QCM
146
Quantinno Capital Management
New York
$654K 10,891 +4,164 +62%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$639K 10,653 -309 -3%
QT
148
Quantbot Technologies
New York
$637K 10,618 +10,618 New
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$633K 10,548 -40,380 -79%
Osaic Holdings
150
Osaic Holdings
Arizona
$577K 9,606 +56 +0.6%
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