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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 %
Franklin Resources
151
Franklin Resources
California
$838K 12,329 +12,329 New
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$767K 10,653 – –
SSA
153
Schonfeld Strategic Advisors
New York
$689K 9,574 +4,549 +91%
LWAM
154
Legacy Wealth Asset Management
Minnesota
$626K 8,697 +66 +0.8%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$599K 8,316 +427 +5%
AQR Capital Management
156
AQR Capital Management
Connecticut
$590K 8,200 +2,937 +56%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$585K 8,090 +300 +4%
Creative Planning
158
Creative Planning
Kansas
$573K 7,959 -4 -0.1%
V
159
ViaWealth
Kansas
$555K 7,708 – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$542K 7,501 +319 +4%
Principal Financial Group
161
Principal Financial Group
Iowa
$526K 7,312 -703 -9%
JCM
162
Janney Capital Management
Pennsylvania
$526K 7,312 +7,312 New
Nordea Investment Management
163
Nordea Investment Management
Sweden
$525K 7,250 – –
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$509K 7,483 +2,291 +44%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$507K 7,037 +300 +4%
SEI Investments
166
SEI Investments
Pennsylvania
$492K 6,839 +39 +0.6%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$487K 6,767 -122 -2%
BHCM
168
Brevan Howard Capital Management
Jersey
$474K 6,587 +6,587 New
SMDAM
169
Sumitomo Mitsui DS Asset Management
Japan
$471K 6,536 -28 -0.4%
PAM
170
Panagora Asset Management
Massachusetts
$471K 6,536 – –
PP
171
Prudential plc
United Kingdom
$449K 6,238 – –
ONB
172
Old National Bancorp
Indiana
$443K 6,157 – –
AB
173
Amalgamated Bank
New York
$427K 5,936 -5,563 -48%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$413K 5,740 +672 +13%
MSRPS
175
Maryland State Retirement & Pension System
Maryland
$412K 5,728 -1,990 -26%
5 6
7
8 9