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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 %
AA
151
Ancora Advisors
Ohio
$1.01M 15,712 -7,519 -32%
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$987K 15,413 – –
HCA
153
Hyperion Capital Advisors
New York
$984K 15,360 – –
IFWM
154
Institute for Wealth Management
Colorado
$981K 15,319 +783 +5%
GT
155
Greenleaf Trust
Michigan
$953K 14,877 -73 -0.5%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$900K 14,055 +92 +0.7%
Millennium Management
157
Millennium Management
New York
$841K 13,138 -1,147 -8%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$841K 13,133 +825 +7%
X
159
Xponance
Pennsylvania
$832K 12,993 +1,005 +8%
NAM
160
Nissay Asset Management
Japan
$784K 12,221 -3 -0%
Macquarie Group
161
Macquarie Group
Australia
$780K 12,176 -534 -4%
Franklin Resources
162
Franklin Resources
California
$769K 12,010 -319 -3%
Marshall Wace
163
Marshall Wace
United Kingdom
$752K 11,740 +11,740 New
MS
164
Maven Securities
Jersey
$744K 11,611 +11,611 New
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$682K 10,653 – –
Holocene Advisors
166
Holocene Advisors
New York
$676K 10,556 +10,556 New
TD Asset Management
167
TD Asset Management
Ontario, Canada
$595K 9,290 +1,200 +15%
LWAM
168
Legacy Wealth Asset Management
Minnesota
$589K 9,200 +503 +6%
KBC Group
169
KBC Group
Belgium
$587K 9,160 +6,705 +273%
IIM
170
INTECH Investment Management
Florida
$570K 8,896 -14,981 -63%
AQR Capital Management
171
AQR Capital Management
Connecticut
$570K 8,892 +692 +8%
OAC
172
OMERS Administration Corp
Ontario, Canada
$552K 8,622 +5,300 +160%
SG Americas Securities
173
SG Americas Securities
New York
$532K 8,305 +2,592 +45%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$525K 8,203 +720 +10%
SEI Investments
175
SEI Investments
Pennsylvania
$517K 8,067 +1,228 +18%
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7
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