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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 %
BCP
26
Bayberry Capital Partners
New York
$28.7M 447,553 +447,553 New
UBS AM
27
UBS AM
Illinois
$28.6M 446,565 -17,126 -4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$25M 389,956 -1,933 -0.5%
Raymond James Financial
29
Raymond James Financial
Florida
$23.8M 370,904 +370,904 New
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$18.1M 283,190 +199,281 +237%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$18.1M 281,853 +4,335 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$17.6M 274,231 -13,100 -5%
SFM
33
Systematic Financial Management
New Jersey
$16.9M 263,741 +9,886 +4%
TAM
34
Third Avenue Management
New York
$16M 249,865 -34,663 -12%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$15.6M 243,158 +24,850 +11%
HCM
36
Harspring Capital Management
New York
$14.7M 230,000 -25,000 -10%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$14M 218,768 +7,865 +4%
First Trust Advisors
38
First Trust Advisors
Illinois
$13.8M 215,588 -212,278 -50%
Legal & General Group
39
Legal & General Group
United Kingdom
$12.9M 201,809 -16,460 -8%
HCA
40
Harbor Capital Advisors
Illinois
$12.7M 198,770 +1,512 +0.8%
Invesco
41
Invesco
Georgia
$12.2M 191,006 +21,194 +12%
SBH
42
Segall Bryant & Hamill
Illinois
$11.5M 180,193 -5,567 -3%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$11.3M 177,019 -2,704 -2%
VCM
44
Vision Capital Management
Oregon
$11.1M 173,980 -13,814 -7%
Deutsche Bank
45
Deutsche Bank
Germany
$10.9M 169,845 -4,177 -2%
Wells Fargo
46
Wells Fargo
California
$10.9M 169,693 +27,069 +19%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$10.6M 164,943 -94,385 -36%
FCI
48
Financial Counselors Inc
Kansas
$9.8M 153,017 -70 -0%
Goldman Sachs
49
Goldman Sachs
New York
$8.34M 130,277 -5,949 -4%
AFR
50
Applied Fundamental Research
Massachusetts
$8.33M 130,083 +130,083 New
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