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U-Haul Holding Co Series N

314 hedge funds and large institutions have $4.11B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 106 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

8% more funds holding

Funds holding: 292314 (+22)

0.39% more ownership

Funds ownership: 35.99%36.38% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 106

10% less capital invested

Capital invested by funds: $4.57B → $4.11B (-$458M)

Holders
314
Holders Change
+22
Holders Change %
+7.53%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
47
Increased
105
Reduced
106
Closed
20
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M -$2.82M -42,894 -0.5%
YAM
2
Yacktman Asset Management
Texas
$396M -$8.5M -129,264 -2%
BlackRock
3
BlackRock
New York
$354M -$33.8M -514,378 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$242M -$2.9M -44,052 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$232M +$65.8M +1,000,583 +38%
ACM
6
Abrams Capital Management
Massachusetts
$208M -$10M -152,267 -4%
SCM
7
Smead Capital Management
Arizona
$157M +$1.64M +25,010 +1%
State Street
8
State Street
Massachusetts
$147M -$5.8M -88,198 -4%
SCA
9
Southpoint Capital Advisors
New York
$115M +$8.55M +130,000 +8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$108M +$9.22M +140,205 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$103M +$1.64M +24,878 +2%
RP
12
Reinhart Partners
Wisconsin
$101M +$33.6M +510,481 +48%
Artisan Partners
13
Artisan Partners
Wisconsin
$84.9M +$45.1K +686 +0.1%
TFM
14
Trian Fund Management
New York
$72M +$4.97M +75,645 +7%
SI
15
Scharf Investments
California
$63.8M -$2.41M -36,648 -4%
Norges Bank
16
Norges Bank
Norway
$62.2M +$4.13M +62,820 +7%
PP
17
Pertento Partners
United Kingdom
$47.4M +$48.7M +739,889 New
Charles Schwab
18
Charles Schwab
California
$46.3M +$879K +13,364 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$40.1M -$72.3M -1,099,822 -64%
Northern Trust
20
Northern Trust
Illinois
$38.4M +$5.69M +86,608 +17%
Morgan Stanley
21
Morgan Stanley
New York
$35.8M -$8.52M -129,586 -19%
EC
22
Eminence Capital
New York
$35.2M +$36.1M +548,799 New
TBC
23
Tweedy, Browne Co
Connecticut
$31.3M -$7.16M -108,937 -18%
IC
24
Impactive Capital
New York
$31.2M +$32M +487,044 New
BC
25
Bruce & Co
Illinois
$29.9M -$2.67M -40,550 -8%

UHAL.B Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2024, worth a combined $4.11B — down 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UHAL.B positions and 20 closed out — a net gain of 27 holders — while 105 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $65.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $99M sold.

  • 314 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $4.11B of U-Haul Holding Co Series N stock for Q4 2024, down 10% quarter-over-quarter.
  • 47 funds opened new U-Haul Holding Co Series N positions in Q4 2024 and 20 closed out, a net change of +27 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2024 was Fidelity Investments, an estimated $65.8M added.
  • The largest U-Haul Holding Co Series N seller in Q4 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2024.