U-Haul Holding Co Series N
UHAL.B
314 hedge funds and large institutions have $4.11B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 106 reducing their positions, and 20 closing their positions.
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
8% more funds holding
Funds holding: 292 → 314 (+22)
0.39% more ownership
Funds ownership: 35.99% → 36.38% (+0.39%)
1% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 106
10% less capital invested
Capital invested by funds: $4.57B → $4.11B (-$458M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.8M |
| 2 |
PP
Pertento Partners
London,
United Kingdom
|
+$48.7M |
| 3 |
EC
Eminence Capital
New York
|
+$36.1M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$33.6M |
| 5 |
IC
Impactive Capital
New York City,
New York
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$99M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.3M |
| 3 |
BlackRock
New York
|
-$33.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$14M |
| 5 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$10M |
UHAL.B Hedge Fund Activity: Q4 2024 in Review
314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2024, worth a combined $4.11B — down 10% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UHAL.B positions and 20 closed out — a net gain of 27 holders — while 105 added to existing stakes and 106 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $65.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $99M sold.
- 314 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2024, up from 292 in Q3 2024.
- Funds reported $4.11B of U-Haul Holding Co Series N stock for Q4 2024, down 10% quarter-over-quarter.
- 47 funds opened new U-Haul Holding Co Series N positions in Q4 2024 and 20 closed out, a net change of +27 holders.
- The largest U-Haul Holding Co Series N buyer in Q4 2024 was Fidelity Investments, an estimated $65.8M added.
- The largest U-Haul Holding Co Series N seller in Q4 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $99M sold.
Based on aggregated 13F filings for Q4 2024.