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U-Haul Holding Co Series N

279 hedge funds and large institutions have $4.48B invested in U-Haul Holding Co Series N in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
43
Increased
92
Reduced
96
Closed
13
Calls
$2.35M
Puts
Net Calls
+$2.35M
Net Calls Change
+$1.08M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$653M 9,275,570 +18,655 +0.2%
YAM
2
Yacktman Asset Management
Texas
$521M 7,398,460 -9,307 -0.1%
BlackRock
3
BlackRock
New York
$394M 5,588,156 +24,272 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$295M 4,188,098 -12,760 -0.3%
ACM
5
Abrams Capital Management
Massachusetts
$258M 3,663,243
Fidelity Investments
6
Fidelity Investments
Massachusetts
$236M 3,348,340 +3,542 +0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$213M 3,025,608 -183,283 -6%
State Street
8
State Street
Massachusetts
$161M 2,281,124 +125,256 +6%
SCM
9
Smead Capital Management
Arizona
$146M 2,077,500 -38,753 -2%
RP
10
Reinhart Partners
Wisconsin
$107M 1,525,560 +50,656 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M 1,495,979 +77,747 +5%
Artisan Partners
12
Artisan Partners
Wisconsin
$96.4M 1,368,433 -33,096 -2%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$89.8M 1,274,558 +27,737 +2%
Morgan Stanley
14
Morgan Stanley
New York
$88.7M 1,259,076 +656,877 +109%
SI
15
Scharf Investments
California
$80.3M 1,140,089 +118,202 +12%
Norges Bank
16
Norges Bank
Norway
$64.6M 917,433 -97,382 -10%
Charles Schwab
17
Charles Schwab
California
$63.9M 906,922 +51,618 +6%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$58.2M 826,185 -383,850 -32%
SCA
19
Southpoint Capital Advisors
New York
$53.7M 762,480 +762,480 New
TBC
20
Tweedy, Browne Co
Connecticut
$42.8M 607,360 +188,725 +45%
Northern Trust
21
Northern Trust
Illinois
$39.8M 564,889 -2,635 -0.5%
BC
22
Bruce & Co
Illinois
$37.8M 536,350 -21,350 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26.9M 381,589 +10,415 +3%
UBS AM
24
UBS AM
Illinois
$26.1M 370,461 -8,486 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$21.3M 302,431 -8,700 -3%