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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

251 hedge funds and large institutions have $3.29B invested in U-Haul Holding Co Series N in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 42 closing their positions.

Holders
251
Holders Change
-27
Holders Change %
-9.71%
% of All Funds
4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
89
Reduced
83
Closed
42
Calls
$1.61M
Puts
$330K
Net Calls
+$1.28M
Net Calls Change
+$939K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.3M
2
BlackRock
2
BlackRock
New York
$291M
3
YAM
3
Yacktman Asset Management
Texas
$388M
4
Charles Schwab
4
Charles Schwab
California
$44.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.2M

Top Sellers

1
SI
1
Scout Investments
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$8.95M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$485M 9,256,915 +172,891 +2%
YAM
2
Yacktman Asset Management
Texas
$388M 7,407,767 +496,908 +7%
BlackRock
3
BlackRock
New York
$291M 5,563,884 +695,799 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$220M 4,200,858 -75,807 -2%
ACM
5
Abrams Capital Management
Massachusetts
$192M 3,663,243 – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$175M 3,344,798 +25,332 +0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$168M 3,208,891 -269,446 -8%
State Street
8
State Street
Massachusetts
$113M 2,155,868 +1,278 +0.1%
SCM
9
Smead Capital Management
Arizona
$111M 2,116,253 -10,565 -0.5%
RP
10
Reinhart Partners
Wisconsin
$77.3M 1,474,904 +43,098 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$74.2M 1,418,232 +197,455 +16%
Artisan Partners
12
Artisan Partners
Wisconsin
$73.4M 1,401,529 -46,967 -3%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.3M 1,246,821 +1,246,821 New
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$63.4M 1,210,035 +79,675 +7%
SI
15
Scharf Investments
California
$53.5M 1,021,887 +127,951 +14%
Norges Bank
16
Norges Bank
Norway
$53.2M 1,014,815 +17,995 +2%
Charles Schwab
17
Charles Schwab
California
$44.8M 855,304 +484,560 +131%
Morgan Stanley
18
Morgan Stanley
New York
$31.5M 602,199 +144,231 +31%
Northern Trust
19
Northern Trust
Illinois
$29.7M 567,524 +62,954 +12%
BC
20
Bruce & Co
Illinois
$29.2M 557,700 -82,830 -13%
HCM
21
Harspring Capital Management
New York
$23.2M 442,500 -75,000 -14%
TBC
22
Tweedy, Browne Co
Connecticut
$21.9M 418,635 -14,573 -3%
UBS AM
23
UBS AM
Illinois
$19.9M 378,947 -75,424 -17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$19.4M 371,174 +36,665 +11%
TAM
25
Third Avenue Management
New York
$16.6M 311,959 -462 -0.1%
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