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McGrath RentCorp
MGRC

171 hedge funds and large institutions have $1.74B invested in McGrath RentCorp in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $1.63B → $1.74B (+$111M)

1% more funds holding

Funds holding: 169 → 171 (+2)

0.66% more ownership

Funds ownership: 83.6% → 84.26% (+0.66%)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
57
Reduced
64
Closed
21
Calls
$544K
Puts
–
Net Calls
+$544K
Net Calls Change
+$392K

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$18.9M
2
ACM
Ararat Capital Management
Connecticut
+$10.4M
3
SCM
Snyder Capital Management
California
+$8.38M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.18M
5
DCM
Driehaus Capital Management
Illinois
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
RI
Redwood Investments
Massachusetts
-$14M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$9.27M
3
MIP
Mondrian Investment Partners
United Kingdom
-$3.76M
4
WGCA
Wolf Group Capital Advisors
Virginia
-$3.72M
5
CIP
Chartwell Investment Partners
Pennsylvania
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
176
BerganKDV Wealth Management
Minnesota
– -$572K -7,124 Closed
SG Americas Securities
177
SG Americas Securities
New York
– -$377K -4,694 Closed
SFI
178
Susquehanna Fundamental Investments
Pennsylvania
– -$370K -4,612 Closed
E
179
Ergoteles
New York
– -$225K -2,800 Closed
Lido Advisors
180
Lido Advisors
California
– -$202K -2,523 Closed
LSV Asset Management
181
LSV Asset Management
Illinois
– -$193K -2,400 Closed
SFM
182
Signet Financial Management
New Jersey
– -$20K -248 Closed
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
– -$15K -190 Closed
FHA
184
First Horizon Advisors
Tennessee
– -$10K -120 Closed
IPW
185
IronBridge Private Wealth
Texas
– -$7K -83 Closed
EVM
186
Eaton Vance Management
Massachusetts
– -$4K -48 Closed
ACM
187
Absolute Capital Management
Pennsylvania
– -$1.28K -16 Closed
MP
188
McDonald Partners
Ohio
– -$1.28K -16 Closed
SC
189
Schubert & Co
Texas
– -$79 -1 -33%
DI
190
Disciplined Investments
Oklahoma
– +$159 +2 New
CI
191
Cordant Inc
Oregon
– +$318 +4 New
4 5 6 7
8

MGRC Hedge Fund Activity: Q1 2022 in Review

171 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q1 2022, worth a combined $1.74B — up 6.8% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MGRC positions and 21 closed out — a net gain of 6 holders — while 57 added to existing stakes and 64 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $18.9M. The largest seller was Redwood Investments, exiting entirely with an estimated $14M sold.

  • 171 institutional investors held McGrath RentCorp (MGRC) as of Q1 2022, up from 169 in Q4 2021.
  • Funds reported $1.74B of McGrath RentCorp stock for Q1 2022, up 6.8% quarter-over-quarter.
  • 27 funds opened new McGrath RentCorp positions in Q1 2022 and 21 closed out, a net change of +6 holders.
  • The largest McGrath RentCorp buyer in Q1 2022 was River Road Asset Management, an estimated $18.9M added.
  • The largest McGrath RentCorp seller in Q1 2022 was Redwood Investments, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2022.