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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

284 hedge funds and large institutions have $4.19B invested in U-Haul Holding Co Series N in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
+5
Holders Change %
+1.79%
% of All Funds
4.12%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
30
Increased
86
Reduced
109
Closed
23
Calls
$2.24M
Puts
$135K
Net Calls
+$2.1M
Net Calls Change
-$249K

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$15.9M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$9.99M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$63.6M
5
SCM
5
Smead Capital Management
Arizona
$145M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.9M
3
YAM
3
Yacktman Asset Management
Texas
$475M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M
5
Charles Schwab
5
Charles Schwab
California
$42M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$620M 9,291,884 +16,314 +0.2%
YAM
2
Yacktman Asset Management
Texas
$475M 7,116,453 -282,007 -4%
BlackRock
3
BlackRock
New York
$372M 5,584,244 -3,912 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M 3,908,487 -279,611 -7%
ACM
5
Abrams Capital Management
Massachusetts
$236M 3,545,220 -118,023 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$219M 3,280,159 -68,181 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$157M 2,347,644 -677,964 -22%
State Street
8
State Street
Massachusetts
$156M 2,334,904 +53,780 +2%
SCM
9
Smead Capital Management
Arizona
$145M 2,176,140 +98,640 +5%
SCA
10
Southpoint Capital Advisors
New York
$105M 1,570,000 +807,520 +106%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$103M 1,543,064 +47,085 +3%
RP
12
Reinhart Partners
Wisconsin
$98.7M 1,480,145 -45,415 -3%
Artisan Partners
13
Artisan Partners
Wisconsin
$89.9M 1,347,562 -20,871 -2%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.4M 1,266,463 -8,095 -0.6%
SI
15
Scharf Investments
California
$71.8M 1,076,381 -63,708 -6%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$63.6M 953,745 +127,560 +15%
Norges Bank
17
Norges Bank
Norway
$61.6M 923,827 +6,394 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$44.9M 673,930 -585,146 -46%
Charles Schwab
19
Charles Schwab
California
$42M 629,968 -276,954 -31%
TBC
20
Tweedy, Browne Co
Connecticut
$40.5M 607,080 -280 -0%
Northern Trust
21
Northern Trust
Illinois
$35.6M 534,389 -30,500 -5%
BC
22
Bruce & Co
Illinois
$32.9M 493,350 -43,000 -8%
UBS AM
23
UBS AM
Illinois
$24.8M 371,780 +1,319 +0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.9M 357,808 -23,781 -6%
TAM
25
Third Avenue Management
New York
$19.6M 294,413 – –
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