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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 %
SG Americas Securities
176
SG Americas Securities
New York
$411K 5,713 -5,873 -51%
CWM
177
CIBC World Markets
New York
$407K 5,656 +5,656 New
KeyBank National Association
178
KeyBank National Association
Ohio
$397K 5,509 +423 +8%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$395K 5,480 – –
RC
180
Roundview Capital
New Jersey
$393K 5,454 -8,559 -61%
BEAM
181
Baker Ellis Asset Management
Washington
$382K 5,310 – –
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$376K 5,220 +266 +5%
M&T Bank
183
M&T Bank
New York
$372K 5,172 +492 +11%
CIBC Asset Management
184
CIBC Asset Management
Ontario, Canada
$366K 5,088 +162 +3%
Cerity Partners
185
Cerity Partners
New York
$360K 5,004 +1,111 +29%
SWP
186
Stratos Wealth Partners
Ohio
$357K 4,962 +4,962 New
SFA
187
Sequoia Financial Advisors
Ohio
$345K 4,789 +33 +0.7%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$339K 4,703 -37 -0.8%
SF
189
Synovus Financial
Georgia
$330K 4,588 +4,588 New
P
190
&Partners
Tennessee
$322K 4,477 +4,477 New
HighTower Advisors
191
HighTower Advisors
Illinois
$300K 4,163 -6 -0.1%
PCP
192
Proficio Capital Partners
Massachusetts
$298K 4,133 +106 +3%
AC
193
AXQ Capital
New Jersey
$296K 4,111 +4,111 New
ATC
194
Argent Trust Co
Tennessee
$293K 4,070 – –
SOMRS
195
State of Michigan Retirement System
Michigan
$292K 4,054 – –
RJT
196
Raymond James Trust
Florida
$284K 3,941 +3,941 New
Robeco Institutional Asset Management
197
Robeco Institutional Asset Management
Netherlands
$283K 3,924 -6,624 -63%
BWP
198
BSW Wealth Partners
Colorado
$281K 3,899 +3,899 New
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$278K 3,860 -197 -5%
FFM
200
Forum Financial Management
Illinois
$276K 3,831 +4 +0.1%
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