U-Haul Holding Co Series N
UHAL.B
292 hedge funds and large institutions have $4.57B invested in U-Haul Holding Co Series N in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 28 closing their positions.
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
24% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 86
19% more capital invested
Capital invested by funds: $3.84B → $4.57B (+$728M)
4% more funds holding
Funds holding: 282 → 292 (+10)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.28% less ownership
Funds ownership: 36.27% → 35.99% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$36M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$14M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.9M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$12.1M |
| 5 |
TFM
Trian Fund Management
New York
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$48.7M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$26.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 5 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$9.19M |
UHAL.B Hedge Fund Activity: Q3 2024 in Review
292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q3 2024, worth a combined $4.57B — up 19% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new UHAL.B positions and 28 closed out — a net gain of 13 holders — while 107 added to existing stakes and 86 trimmed.
The largest buyer was BlackRock, adding an estimated $36M. The largest seller was Yacktman Asset Management, cutting an estimated $48.7M.
- 292 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q3 2024, up from 282 in Q2 2024.
- Funds reported $4.57B of U-Haul Holding Co Series N stock for Q3 2024, up 19% quarter-over-quarter.
- 41 funds opened new U-Haul Holding Co Series N positions in Q3 2024 and 28 closed out, a net change of +13 holders.
- The largest U-Haul Holding Co Series N buyer in Q3 2024 was BlackRock, an estimated $36M added.
- The largest U-Haul Holding Co Series N seller in Q3 2024 was Yacktman Asset Management, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2024.