UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

278 hedge funds and large institutions have $3.83B invested in U-Haul Holding Co Series N in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 80 reducing their positions, and 35 closing their positions.

Holders
278
Holders Change
-6
Holders Change %
-2.11%
% of All Funds
4.04%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
34
Increased
115
Reduced
80
Closed
35
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$1.1M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$54.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$79.5M
3
SI
3
Scout Investments
Missouri
$19.2M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M
5
SCM
5
Smead Capital Management
Arizona
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$124M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
WC
4
Winmill & Co
New York
$0
5
BlackRock
5
BlackRock
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$22.5M 375,256 +137,538 +58%
SI
27
Scout Investments
Missouri
$19.2M 319,759 +319,759 New
Invesco
28
Invesco
Georgia
$17.6M 293,523 +7,539 +3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$17.2M 287,331 -3,400 -1%
TAM
30
Third Avenue Management
New York
$17.1M 284,509 -9,904 -3%
HCM
31
Harspring Capital Management
New York
$17M 283,500 -6,500 -2%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$16.5M 275,733 +1,240 +0.5%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$15.2M 253,861 -386 -0.2%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$14.9M 248,463 +8,466 +4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$13.8M 229,810 -2,747 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$13.7M 227,619 +9,912 +5%
SFM
37
Systematic Financial Management
New Jersey
$13.6M 226,405 -8,517 -4%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$12.3M 204,519 +6,546 +3%
VCM
39
Vision Capital Management
Oregon
$11M 183,939 -1,533 -0.8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$10.8M 180,046 -47,733 -21%
Deutsche Bank
41
Deutsche Bank
Germany
$10.3M 171,774 +108 +0.1%
PAIM
42
Punch & Associates Investment Management
Minnesota
$9.61M 160,076 +1,911 +1%
FCI
43
Financial Counselors Inc
Kansas
$9.16M 152,681 +6,784 +5%
Wells Fargo
44
Wells Fargo
California
$8.81M 146,795 -8,672 -6%
Goldman Sachs
45
Goldman Sachs
New York
$7.44M 123,977 +21,022 +20%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$7.36M 122,695 -19,723 -14%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.32M 122,010 +2,258 +2%
American Century Companies
48
American Century Companies
Missouri
$7.25M 120,837 +8,261 +7%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$6.99M 116,408 +21,723 +23%
ZIG
50
Zuckerman Investment Group
Illinois
$6.7M 111,694 +833 +0.8%
1
2
3 4 5