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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 %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$344K 5,374 +286 +6%
AC
202
AXQ Capital
New Jersey
$338K 5,280 +1,169 +28%
SFA
203
Sequoia Financial Advisors
Ohio
$315K 4,925 +136 +3%
SWP
204
Stratos Wealth Partners
Ohio
$307K 4,800 -162 -3%
BAMF
205
BI Asset Management Fondsmaeglerselskab
Denmark
$307K 4,794 +4,794 New
BHCM
206
Brevan Howard Capital Management
Jersey
$290K 4,525 -2,062 -31%
CWM
207
CIBC World Markets
New York
$281K 4,392 -1,264 -22%
M&T Bank
208
M&T Bank
New York
$278K 4,342 -830 -16%
PCP
209
Proficio Capital Partners
Massachusetts
$277K 4,320 +187 +5%
Robeco Institutional Asset Management
210
Robeco Institutional Asset Management
Netherlands
$274K 4,278 +354 +9%
Squarepoint
211
Squarepoint
New York
$271K 4,235 -10,915 -72%
BWP
212
BSW Wealth Partners
Colorado
$269K 4,204 +305 +8%
SCM
213
Sterling Capital Management
North Carolina
$264K 4,119 +1,162 +39%
ATC
214
Argent Trust Co
Tennessee
$261K 4,070 – –
HighTower Advisors
215
HighTower Advisors
Illinois
$256K 3,993 -170 -4%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$246K 3,835 -25 -0.6%
Credit Agricole
217
Credit Agricole
France
$244K 3,811 +1,411 +59%
Prudential Financial
218
Prudential Financial
New Jersey
$242K 3,773 -16,245 -81%
MIM
219
MetLife Investment Management
New Jersey
$235K 3,674 -59 -2%
LI
220
LRI Investments
Florida
$231K 3,609 – –
AIM
221
Aigen Investment Management
New York
$223K 3,489 +3,489 New
AWM
222
Apollon Wealth Management
South Carolina
$222K 3,463 +184 +6%
SOMRS
223
State of Michigan Retirement System
Michigan
$221K 3,454 -600 -15%
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
$219K 3,412 -1,291 -27%
EC
225
EntryPoint Capital
New York
$213K 3,325 +3,325 New
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9
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