UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

287 hedge funds and large institutions have $4.49B invested in U-Haul Holding Co Series N in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 84 reducing their positions, and 29 closing their positions.

Holders
287
Holders Change
+9
Holders Change %
+3.24%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
106
Reduced
84
Closed
29
Calls
$706K
Puts
–
Net Calls
+$706K
Net Calls Change
-$302K

Top Buyers

1
BlackRock
1
BlackRock
New York
$435M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$111M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$15.4M
4
SBH
4
Segall Bryant & Hamill
Illinois
$13.4M
5
TFM
5
Trian Fund Management
New York
$75.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
YAM
2
Yacktman Asset Management
Texas
$454M
3
RP
3
Reinhart Partners
Wisconsin
$77.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$124M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$667M 9,266,746 +13,979 +0.2%
YAM
2
Yacktman Asset Management
Texas
$454M 6,312,011 -748,913 -11%
BlackRock
3
BlackRock
New York
$435M 6,046,289 +554,121 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$275M 3,817,771 -70,398 -2%
ACM
5
Abrams Capital Management
Massachusetts
$245M 3,403,736 -141,484 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$189M 2,626,003 -290,771 -10%
SCM
7
Smead Capital Management
Arizona
$175M 2,431,771 +104,652 +4%
State Street
8
State Street
Massachusetts
$172M 2,384,047 +14,603 +0.6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$124M 1,725,937 -340,230 -16%
SCA
10
Southpoint Capital Advisors
New York
$120M 1,670,000 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$114M 1,584,986 +8,469 +0.5%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$111M 1,539,795 +215,600 +16%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$99M 1,375,107 -54,576 -4%
Artisan Partners
14
Artisan Partners
Wisconsin
$95.3M 1,324,252 -13,829 -1%
RP
15
Reinhart Partners
Wisconsin
$77.1M 1,070,646 -401,037 -27%
TFM
16
Trian Fund Management
New York
$75.5M 1,049,055 +139,755 +15%
SI
17
Scharf Investments
California
$74.4M 1,033,451 +762 +0.1%
Charles Schwab
18
Charles Schwab
California
$51.1M 709,919 +66,625 +10%
Morgan Stanley
19
Morgan Stanley
New York
$49.6M 689,151 -23,438 -3%
TBC
20
Tweedy, Browne Co
Connecticut
$43.1M 598,368 -3,562 -0.6%
Northern Trust
21
Northern Trust
Illinois
$36.9M 512,926 -28,506 -5%
BC
22
Bruce & Co
Illinois
$36.5M 507,550 -35,400 -7%
UBS AM
23
UBS AM
Illinois
$33.4M 463,691 +4,073 +0.9%
First Trust Advisors
24
First Trust Advisors
Illinois
$30.8M 427,866 +52,610 +14%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$28.2M 391,889 +7,213 +2%
1
2 3 4 5