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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$329K 5,480 – –
BEAM
177
Baker Ellis Asset Management
Washington
$319K 5,310 -200 -4%
AWM
178
AE Wealth Management
Kansas
$317K 5,278 +5,278 New
AQR Capital Management
179
AQR Capital Management
Connecticut
$315K 5,263 +1,147 +28%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$312K 5,192 +309 +6%
Connor, Clark & Lunn Investment Management (CC&L)
181
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$311K 5,187 +5,187 New
XT
182
XTX Topco
Cayman Islands
$308K 5,130 +1,072 +26%
KeyBank National Association
183
KeyBank National Association
Ohio
$305K 5,086 +117 +2%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$304K 5,068 +470 +10%
SSA
185
Schonfeld Strategic Advisors
New York
$302K 5,025 +5,025 New
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$297K 4,954 +275 +6%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$296K 4,926 +1,299 +36%
AIM
188
Aigen Investment Management
New York
$286K 4,760 +463 +11%
SFA
189
Sequoia Financial Advisors
Ohio
$285K 4,756 +3 +0.1%
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
$284K 4,740 +20 +0.4%
M&T Bank
191
M&T Bank
New York
$281K 4,680 -1,664 -26%
CIAS
192
CBIZ Investment Advisory Services
Ohio
$270K 4,500 – –
HighTower Advisors
193
HighTower Advisors
Illinois
$253K 4,169 -841 -17%
ATC
194
Argent Trust Co
Tennessee
$244K 4,070 – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$243K 4,057 +2 +0%
SOMRS
196
State of Michigan Retirement System
Michigan
$243K 4,054 -500 -11%
PCP
197
Proficio Capital Partners
Massachusetts
$242K 4,027 +22 +0.5%
Cerity Partners
198
Cerity Partners
New York
$234K 3,893 +105 +3%
FFM
199
Forum Financial Management
Illinois
$230K 3,827 +6 +0.2%
MIM
200
MetLife Investment Management
New Jersey
$229K 3,808 +261 +7%
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