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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$8.15M 127,266 -1,718 -1%
UBS Group
52
UBS Group
Switzerland
$7.9M 123,288 +59,970 +95%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$7.8M 121,791 +533 +0.4%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$7.69M 120,076 -9,219 -7%
ZIG
55
Zuckerman Investment Group
Illinois
$7.22M 114,587 +1,381 +1%
Renaissance Technologies
56
Renaissance Technologies
New York
$7.06M 110,300 +2,400 +2%
RAM
57
RK Asset Management
Michigan
$6.95M 108,542 -2,760 -2%
Corient Private Wealth
58
Corient Private Wealth
Florida
$6.61M 103,256 -6,258 -6%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$6.46M 100,841 – –
SIC
60
Schwartz Investment Counsel
Michigan
$6.23M 97,200 – –
KTA
61
Keeley-Teton Advisors
Illinois
$6.2M 96,828 +4,765 +5%
American Century Companies
62
American Century Companies
Missouri
$6.16M 96,134 -21,854 -19%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$6.03M 94,075 +2,029 +2%
YCM
64
Yost Capital Management
Texas
$5.76M 90,000 +90,000 New
PAIM
65
Punch & Associates Investment Management
Minnesota
$5.65M 88,265 -73,253 -45%
MAA
66
Mraz Amerine & Associates
California
$5.6M 87,387 -411 -0.5%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$5.45M 85,146 -128,808 -60%
Bank of America
68
Bank of America
North Carolina
$5.23M 81,692 -20,179 -20%
DIS
69
Diversified Investment Strategies
Louisiana
$5.17M 80,646 +275 +0.3%
Victory Capital Management
70
Victory Capital Management
Texas
$4.97M 77,521 +23,846 +44%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$4.76M 74,253 -3,000 -4%
Treasurer of the State of North Carolina
72
Treasurer of the State of North Carolina
North Carolina
$4.51M 70,412 +24,144 +52%
Amundi
73
Amundi
France
$4.42M 69,893 -9,478 -12%
Canada Life
74
Canada Life
Manitoba, Canada
$4.26M 66,463 +705 +1%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$4.11M 64,167 – –
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3
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