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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

310 hedge funds and large institutions have $4.1B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 20 closing their positions.

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
48
Increased
102
Reduced
105
Closed
20
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
+$473K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$232M
2
Norges Bank
2
Norges Bank
Norway
$62.2M
3
PP
3
Pertento Partners
United Kingdom
$47.4M
4
EC
4
Eminence Capital
New York
$35.2M
5
RP
5
Reinhart Partners
Wisconsin
$101M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.1M
3
BlackRock
3
BlackRock
New York
$354M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$13.8M
5
ACM
5
Abrams Capital Management
Massachusetts
$208M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M 9,223,852 -42,894 -0.5%
YAM
2
Yacktman Asset Management
Texas
$396M 6,182,747 -129,264 -2%
BlackRock
3
BlackRock
New York
$354M 5,531,911 -514,378 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$242M 3,773,719 -44,052 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$232M 3,626,586 +1,000,583 +38%
ACM
6
Abrams Capital Management
Massachusetts
$208M 3,251,469 -152,267 -4%
SCM
7
Smead Capital Management
Arizona
$157M 2,456,781 +25,010 +1%
State Street
8
State Street
Massachusetts
$147M 2,295,849 -88,198 -4%
SCA
9
Southpoint Capital Advisors
New York
$115M 1,800,000 +130,000 +8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$108M 1,680,000 +140,205 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$103M 1,609,864 +24,878 +2%
RP
12
Reinhart Partners
Wisconsin
$101M 1,581,127 +510,481 +48%
Artisan Partners
13
Artisan Partners
Wisconsin
$84.9M 1,324,938 +686 +0.1%
TFM
14
Trian Fund Management
New York
$72M 1,124,700 +75,645 +7%
SI
15
Scharf Investments
California
$63.8M 996,803 -36,648 -4%
Norges Bank
16
Norges Bank
Norway
$62.2M 971,201 +971,201 New
PP
17
Pertento Partners
United Kingdom
$47.4M 739,889 +739,889 New
Charles Schwab
18
Charles Schwab
California
$46.3M 723,283 +13,364 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$40.1M 626,115 -1,099,822 -64%
Northern Trust
20
Northern Trust
Illinois
$38.4M 599,534 +86,608 +17%
Morgan Stanley
21
Morgan Stanley
New York
$35.8M 559,565 -129,586 -19%
EC
22
Eminence Capital
New York
$35.2M 548,799 +548,799 New
TBC
23
Tweedy, Browne Co
Connecticut
$31.3M 489,431 -108,937 -18%
IC
24
Impactive Capital
New York
$31.2M 487,044 +487,044 New
BC
25
Bruce & Co
Illinois
$29.9M 467,000 -40,550 -8%
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