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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 %
Creative Planning
176
Creative Planning
Kansas
$508K 7,930 -29 -0.4%
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$496K 7,737 +700 +10%
AF
178
Allworth Financial
California
$495K 7,562 +6,743 +823%
JCM
179
Janney Capital Management
Pennsylvania
$469K 7,321 +9 +0.1%
Nordea Investment Management
180
Nordea Investment Management
Sweden
$467K 7,250 – –
Osaic Holdings
181
Osaic Holdings
Arizona
$463K 7,227 -7,888 -52%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$461K 7,191 -310 -4%
V
183
ViaWealth
Kansas
$459K 7,161 -547 -7%
Principal Financial Group
184
Principal Financial Group
Iowa
$443K 6,910 -402 -5%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$432K 6,744 -23 -0.3%
SMDAM
186
Sumitomo Mitsui DS Asset Management
Japan
$415K 6,485 -51 -0.8%
PP
187
Prudential plc
United Kingdom
$400K 6,238 – –
IA
188
IFG Advisory
Georgia
$385K 6,004 +6,004 New
P
189
&Partners
Tennessee
$381K 5,941 +1,464 +33%
AB
190
Amalgamated Bank
New York
$379K 5,920 -16 -0.3%
BEAM
191
Baker Ellis Asset Management
Washington
$379K 5,910 +600 +11%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$375K 5,856 +116 +2%
DFCM
193
Dark Forest Capital Management
Puerto Rico
$373K 5,823 -12,550 -68%
MSRPS
194
Maryland State Retirement & Pension System
Maryland
$367K 5,728 – –
ONB
195
Old National Bancorp
Indiana
$355K 5,543 -614 -10%
KeyBank National Association
196
KeyBank National Association
Ohio
$353K 5,509 – –
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$352K 5,500 +280 +5%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$351K 5,480 – –
RC
199
Roundview Capital
New Jersey
$349K 5,454 – –
Cerity Partners
200
Cerity Partners
New York
$348K 5,399 +395 +8%
6 7
8
9 10