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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$135M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$25.9M
4
PP
4
Pertento Partners
United Kingdom
$58.1M
5
Northern Trust
5
Northern Trust
Illinois
$47.6M

Top Sellers

1
EC
1
Eminence Capital
New York
$0
2
IC
2
Impactive Capital
New York
$0
3
UBS AM
3
UBS AM
Illinois
$5.79M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$525K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$22.9M -$188K -3,182 -0.8%
Raymond James Financial
27
Raymond James Financial
Florida
$21.1M -$874K -14,768 -4%
Swiss National Bank
28
Swiss National Bank
Switzerland
$16.2M -$71K -1,200 -0.4%
SFM
29
Systematic Financial Management
New Jersey
$15.6M +$39.7K +671 +0.3%
HCA
30
Harbor Capital Advisors
Illinois
$15.4M +$3.65M +61,702 +31%
TAM
31
Third Avenue Management
New York
$14.8M – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$14.5M +$92K +1,554 +0.6%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$13.3M +$318K +5,366 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$12M +$54.6K +923 +0.5%
AFR
35
Applied Fundamental Research
Massachusetts
$11.5M +$3.79M +64,116 +49%
NL
36
Nuveen LLC
North Carolina
$11.5M +$11.5M +193,661 New
LPC
37
Long Pond Capital
New York
$11.1M +$11.1M +188,407 New
Invesco
38
Invesco
Georgia
$11.1M -$233K -3,940 -2%
HCM
39
Harspring Capital Management
New York
$10.9M -$2.66M -45,000 -20%
UBS Group
40
UBS Group
Switzerland
$10.8M +$3.46M +58,398 +47%
Goldman Sachs
41
Goldman Sachs
New York
$10.7M +$2.99M +50,586 +39%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$10.5M +$29.9K +505 +0.3%
Wells Fargo
43
Wells Fargo
California
$9.68M -$367K -6,197 -4%
VCM
44
Vision Capital Management
Oregon
$9.34M -$960K -16,219 -9%
Millennium Management
45
Millennium Management
New York
$9.33M +$8.55M +144,528 +1,100%
FCI
46
Financial Counselors Inc
Kansas
$8.67M -$383K -6,477 -4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.3M +$768K +12,971 +10%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$8.24M +$4.7M +79,416 +133%
Bank of America
49
Bank of America
North Carolina
$7.7M +$2.87M +48,443 +59%
Victory Capital Management
50
Victory Capital Management
Texas
$7.59M +$3M +50,690 +65%
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