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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

278 hedge funds and large institutions have $3.83B invested in U-Haul Holding Co Series N in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 80 reducing their positions, and 35 closing their positions.

Holders
278
Holders Change
-6
Holders Change %
-2.11%
% of All Funds
4.04%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
34
Increased
115
Reduced
80
Closed
35
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$1.1M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$54.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$79.5M
3
SI
3
Scout Investments
Missouri
$19.2M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M
5
SCM
5
Smead Capital Management
Arizona
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$124M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
WC
4
Winmill & Co
New York
$0
5
BlackRock
5
BlackRock
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$555M 9,252,767 -39,117 -0.4%
YAM
2
Yacktman Asset Management
Texas
$424M 7,060,924 -55,529 -0.8%
BlackRock
3
BlackRock
New York
$330M 5,492,168 -92,076 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$233M 3,888,169 -20,318 -0.5%
ACM
5
Abrams Capital Management
Massachusetts
$213M 3,545,220 – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$175M 2,916,774 -363,385 -11%
State Street
7
State Street
Massachusetts
$142M 2,369,444 +34,540 +1%
SCM
8
Smead Capital Management
Arizona
$140M 2,327,119 +150,979 +7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$124M 2,066,167 -281,477 -12%
SCA
10
Southpoint Capital Advisors
New York
$100M 1,670,000 +100,000 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$94.5M 1,576,517 +33,453 +2%
RP
12
Reinhart Partners
Wisconsin
$88.3M 1,471,683 -8,462 -0.6%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M 1,429,683 +163,220 +13%
Artisan Partners
14
Artisan Partners
Wisconsin
$80.3M 1,338,081 -9,481 -0.7%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$79.5M 1,324,195 +370,450 +39%
SI
16
Scharf Investments
California
$62M 1,032,689 -43,692 -4%
TFM
17
Trian Fund Management
New York
$54.6M 909,300 +909,300 New
Norges Bank
18
Norges Bank
Norway
$54.5M 908,381 -15,446 -2%
Morgan Stanley
19
Morgan Stanley
New York
$42.8M 712,589 +38,659 +6%
Charles Schwab
20
Charles Schwab
California
$38.6M 643,294 +13,326 +2%
TBC
21
Tweedy, Browne Co
Connecticut
$36.1M 601,930 -5,150 -0.8%
BC
22
Bruce & Co
Illinois
$32.6M 542,950 +49,600 +10%
Northern Trust
23
Northern Trust
Illinois
$32.5M 541,432 +7,043 +1%
UBS AM
24
UBS AM
Illinois
$27.6M 459,618 +87,838 +24%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$23.1M 384,676 +26,868 +8%
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