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U-Haul Holding Co Series N

278 hedge funds and large institutions have $3.14B invested in U-Haul Holding Co Series N in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
278
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
34
Increased
90
Reduced
100
Closed
31
Calls
$597K
Puts
$258K
Net Calls
+$339K
Net Calls Change
-$5.34M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$460M 9,084,024 -18,737 -0.2%
YAM
2
Yacktman Asset Management
Texas
$350M 6,910,859 +113,609 +2%
BlackRock
3
BlackRock
New York
$247M 4,868,085 -1,485,138 -23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$217M 4,276,665 -24,967 -0.6%
ACM
5
Abrams Capital Management
Massachusetts
$186M 3,663,243
Wellington Management Group
6
Wellington Management Group
Massachusetts
$176M 3,478,337 -94,915 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$168M 3,319,466 +369,531 +13%
State Street
8
State Street
Massachusetts
$109M 2,154,590 -105,078 -5%
SCM
9
Smead Capital Management
Arizona
$108M 2,126,818 -12,515 -0.6%
Artisan Partners
10
Artisan Partners
Wisconsin
$73.4M 1,448,496 -69,369 -5%
RP
11
Reinhart Partners
Wisconsin
$72.5M 1,431,806 +226,137 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$61.7M 1,220,777 +22,284 +2%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$57.3M 1,130,360 +465,750 +70%
Norges Bank
14
Norges Bank
Norway
$50.5M 996,820 -6,159 -0.6%
SI
15
Scharf Investments
California
$45.3M 893,936 +893,936 New
BC
16
Bruce & Co
Illinois
$32.5M 640,530
HCM
17
Harspring Capital Management
New York
$26.2M 517,500 -12,500 -2%
Northern Trust
18
Northern Trust
Illinois
$25.6M 504,570 -13,865 -3%
UBS AM
19
UBS AM
Illinois
$23.6M 454,371
Morgan Stanley
20
Morgan Stanley
New York
$23.2M 457,968 -115,808 -20%
SI
21
Scout Investments
Missouri
$23.2M 400,543 -123,059 -24%
TBC
22
Tweedy, Browne Co
Connecticut
$22M 433,208 +433,208 New
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$19.4M 383,085 +82,783 +28%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$18.9M 373,675 -26,956 -7%
Charles Schwab
25
Charles Schwab
California
$18.8M 370,744 +4,328 +1%