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U-Haul Holding Co Series N

276 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
39
Increased
91
Reduced
102
Closed
26
Calls
$6.4M
Puts
$719K
Net Calls
+$5.68M
Net Calls Change
+$15.5M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M 9,102,761 +258,141 +3%
YAM
2
Yacktman Asset Management
Texas
$352M 6,797,250 +84,995 +1%
BlackRock
3
BlackRock
New York
$329M 6,353,223 -56,145 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$223M 4,301,632 -44,131 -1%
ACM
5
Abrams Capital Management
Massachusetts
$190M 3,663,243
Wellington Management Group
6
Wellington Management Group
Massachusetts
$185M 3,573,252 -229,261 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$153M 2,949,935 +869,363 +42%
State Street
8
State Street
Massachusetts
$117M 2,259,668 +34,859 +2%
SCM
9
Smead Capital Management
Arizona
$111M 2,139,333 +129,728 +6%
Artisan Partners
10
Artisan Partners
Wisconsin
$78.7M 1,517,865 -80,662 -5%
RP
11
Reinhart Partners
Wisconsin
$62.5M 1,205,669 +2,148 +0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$62.1M 1,198,493 +25,800 +2%
Norges Bank
13
Norges Bank
Norway
$52M 1,002,979 -5,656 -0.6%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$34.5M 664,610 +99,900 +18%
BC
15
Bruce & Co
Illinois
$33.2M 640,530 -20,000 -3%
Morgan Stanley
16
Morgan Stanley
New York
$29.8M 573,776 -23,867 -4%
HCM
17
Harspring Capital Management
New York
$27.5M 530,000 -84,500 -14%
SI
18
Scout Investments
Missouri
$27.1M 523,602 +42,303 +9%
Northern Trust
19
Northern Trust
Illinois
$26.9M 518,435 -16,205 -3%
UBS AM
20
UBS AM
Illinois
$23.6M 454,371 +18,246 +4%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$20.8M 400,631 +97 +0%
Charles Schwab
22
Charles Schwab
California
$19M 366,416 +27,725 +8%
Swiss National Bank
23
Swiss National Bank
Switzerland
$18.1M 349,331 -7,400 -2%
DG
24
DigitalBridge Group
Florida
$17.4M 335,449 +123,441 +58%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$16.8M 324,605 -19,586 -6%