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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

284 hedge funds and large institutions have $4.19B invested in U-Haul Holding Co Series N in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
+5
Holders Change %
+1.79%
% of All Funds
4.12%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
30
Increased
86
Reduced
109
Closed
23
Calls
$2.24M
Puts
$135K
Net Calls
+$2.1M
Net Calls Change
-$249K

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$15.9M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$9.99M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$63.6M
5
SCM
5
Smead Capital Management
Arizona
$145M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.9M
3
YAM
3
Yacktman Asset Management
Texas
$475M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M
5
Charles Schwab
5
Charles Schwab
California
$42M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
201
XTX Topco
Cayman Islands
$271K 4,058 -1,798 -31%
AQR Capital Management
202
AQR Capital Management
Connecticut
$271K 4,116 -7,332 -64%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$270K 4,055 -16 -0.4%
PCP
204
Proficio Capital Partners
Massachusetts
$267K 4,005 +4 +0.1%
CWM
205
CIBC World Markets
New York
$265K 3,974 +3,974 New
FFM
206
Forum Financial Management
Illinois
$255K 3,821 -325 -8%
Cerity Partners
207
Cerity Partners
New York
$253K 3,788 +717 +23%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$243K 3,649 +3,649 New
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$242K 3,627 – –
MIM
210
MetLife Investment Management
New Jersey
$237K 3,547 +10 +0.3%
CAM
211
Cresset Asset Management
Illinois
$227K 3,402 -377 -10%
IIM
212
INTECH Investment Management
Florida
$225K 3,378 +3,378 New
MAM
213
Meeder Asset Management
Ohio
$223K 3,348 +3,348 New
RJFSA
214
Raymond James Financial Services Advisors
Florida
$222K 3,327 +3,327 New
CA
215
Cetera Advisors
Colorado
$219K 3,283 +3,283 New
CSS
216
Cubist Systematic Strategies
Connecticut
$210K 3,146 -2,993 -49%
SWP
217
Stratos Wealth Partners
Ohio
$206K 3,092 +5 +0.2%
US Bancorp
218
US Bancorp
Minnesota
$183K 2,744 -81 -3%
Comerica Bank
219
Comerica Bank
Texas
$161K 2,413 -370 -13%
DPAM
220
Degroof Petercam Asset Management
Belgium
$160K 2,400 – –
RIL
221
Rothschild Investment LLC
Illinois
$153K 2,300 – –
First Manhattan
222
First Manhattan
New York
$147K 2,205 – –
VI
223
Vestcor Inc
New Brunswick, Canada
$135K 2,025 -16 -0.8%
PA
224
Parallel Advisors
California
$133K 1,999 +130 +7%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$113K 1,706 +638 +60%
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