U-Haul Holding Co Series N
UHAL.B
281 hedge funds and large institutions have $4.49B invested in U-Haul Holding Co Series N in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
36% more capital invested
Capital invested by funds: $3.29B → $4.49B (+$1.2B)
12% more funds holding
Funds holding: 252 → 281 (+29)
0.51% more ownership
Funds ownership: 35.58% → 36.09% (+0.51%)
3% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$41.5M |
| 2 |
Morgan Stanley
New York
|
+$35.7M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$10.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.81M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
+$6.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$20.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.97M |
| 3 |
SAM
Stansberry Asset Management
Westlake,
Texas
|
-$8.65M |
| 4 |
HCM
Harspring Capital Management
New York
|
-$8.3M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$6.56M |
UHAL.B Hedge Fund Activity: Q4 2023 in Review
281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2023, worth a combined $4.49B — up 36% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UHAL.B positions and 13 closed out — a net gain of 31 holders — while 93 added to existing stakes and 96 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $41.5M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $20.9M.
- 281 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2023, up from 252 in Q3 2023.
- Funds reported $4.49B of U-Haul Holding Co Series N stock for Q4 2023, up 36% quarter-over-quarter.
- 44 funds opened new U-Haul Holding Co Series N positions in Q4 2023 and 13 closed out, a net change of +31 holders.
- The largest U-Haul Holding Co Series N buyer in Q4 2023 was Southpoint Capital Advisors, an estimated $41.5M added.
- The largest U-Haul Holding Co Series N seller in Q4 2023 was Hotchkis & Wiley Capital Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2023.