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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 %
MIM
201
MetLife Investment Management
New Jersey
$269K 3,733 -75 -2%
TRCT
202
Tower Research Capital (TRC)
New York
$255K 3,545 -4,555 -56%
CAM
203
Cresset Asset Management
Illinois
$240K 3,336 -364 -10%
OAC
204
OMERS Administration Corp
Ontario, Canada
$239K 3,322 -3,300 -50%
AWM
205
Apollon Wealth Management
South Carolina
$236K 3,279 +3,279 New
IMCOOI
206
Investment Management Corp of Ontario (IMCO)
Canada
$232K 3,227 +3,227 New
LI
207
LRI Investments
Florida
$226K 3,609 +143 +4%
SCM
208
Sterling Capital Management
North Carolina
$213K 2,957 +2,957 New
ACM
209
Aster Capital Management
United Arab Emirates
$205K 2,848 +2,848 New
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$202K 2,808 -242 -8%
US Bancorp
211
US Bancorp
Minnesota
$198K 2,744 – –
Comerica Bank
212
Comerica Bank
Texas
$190K 2,644 +45 +2%
KBC Group
213
KBC Group
Belgium
$177K 2,455 – –
Credit Agricole
214
Credit Agricole
France
$173K 2,400 – –
RIL
215
Rothschild Investment LLC
Illinois
$166K 2,300 – –
VI
216
Vestcor Inc
New Brunswick, Canada
$146K 2,025 – –
FIA
217
FNY Investment Advisers
New York
$144K 2,000 +2,000 New
PA
218
Parallel Advisors
California
$142K 1,977 -16 -0.8%
QT
219
Quantbot Technologies
New York
$134K 1,857 -8,761 -83%
RIM
220
Rakuten Investment Management
Japan
$128K 1,776 +441 +33%
CT
221
Colonial Trust
South Carolina
$115K 1,593 +1 +0.1%
WSFS
222
Wilmington Savings Fund Society
Delaware
$114K 1,584 +1,584 New
S
223
SignatureFD
Georgia
$104K 1,449 -9 -0.6%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$93K 1,297 -292 -18%
CF
225
Corebridge Financial
Texas
$90.5K 1,257 -44 -3%
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