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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 %
Korea Investment Corp
126
Korea Investment Corp
South Korea
$1.22M 17,008 -2,300 -12%
AI
127
Atria Investments
North Carolina
$1.21M 16,864 +246 +1%
II
128
IFM Investors
Australia
$1.21M 16,853 – –
VPIM
129
Vanguard Personalized Indexing Management
California
$1.2M 16,607 +74 +0.4%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$1.19M 16,772 +999 +6%
URS
131
Utah Retirement Systems
Utah
$1.19M 16,497 – –
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$1.17M 16,192 -2,396 -13%
A
133
AlphaQuest
New York
$1.16M 16,064 +16,064 New
OQS
134
Occudo Quantitative Strategies
Florida
$1.15M 15,993 +50 +0.3%
BCI
135
Brinker Capital Investments
Pennsylvania
$1.14M 15,887 -19 -0.1%
OPS
136
Orion Portfolio Solutions
Nebraska
$1.14M 15,887 -19 -0.1%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$1.11M 15,413 +15,413 New
HCA
138
Hyperion Capital Advisors
New York
$1.11M 15,360 -4,300 -22%
Squarepoint
139
Squarepoint
New York
$1.09M 15,150 -1,534 -9%
Osaic Holdings
140
Osaic Holdings
Arizona
$1.09M 15,115 +5,509 +57%
GT
141
Greenleaf Trust
Michigan
$1.08M 14,950 -48 -0.3%
IFWM
142
Institute for Wealth Management
Colorado
$1.05M 14,536 -233 -2%
Millennium Management
143
Millennium Management
New York
$1.03M 14,285 +6,801 +91%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$1.01M 13,963 +48 +0.3%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$948K 13,173 +39 +0.3%
Macquarie Group
146
Macquarie Group
Australia
$915K 12,710 – –
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$886K 12,308 +2,915 +31%
NAM
148
Nissay Asset Management
Japan
$880K 12,224 +324 +3%
X
149
Xponance
Pennsylvania
$863K 11,988 -489 -4%
QCM
150
Quantinno Capital Management
New York
$846K 11,751 +860 +8%
4 5
6
7 8