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McGrath RentCorp
MGRC

Overview Fund Activity

225 hedge funds and large institutions have $2.56B invested in McGrath RentCorp in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+29
Holders Change %
+14.8%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
66
Reduced
83
Closed
11
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$131M
2
Capital Research Global Investors
Capital Research Global Investors
California
$55.9M
3
VNIM
Vaughan Nelson Investment Management
Texas
$25.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$92.3M
5
ClearBridge Investments
ClearBridge Investments
New York
$36.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.6M
2
Franklin Resources
Franklin Resources
California
$224M
3
SCM
Snyder Capital Management
California
$53.1M
4
OAM
Ophir Asset Management
Australia
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$41.7K – – –
DWMG
202
DB Wealth Management Group
California
$36.8K – – –
KBC Group
203
KBC Group
Belgium
$33K – – –
TFA
204
Toth Financial Advisory
Virginia
$32.3K – – –
MSWM
205
McGlone Suttner Wealth Management
Wisconsin
$23.8K +$23.8K +199 New
FFA
206
Farther Finance Advisors
California
$9.09K -$11.1K -93 -55%
RCM
207
Raleigh Capital Management
North Carolina
$7.87K +$835 +7 +12%
HIM
208
Hillsdale Investment Management
Ontario, Canada
$7.18K – – –
NA
209
NewEdge Advisors
Louisiana
$6.86K – – –
GI
210
GAMMA Investing
California
$5.91K +$5.91K +47 New
TWC
211
TD Waterhouse Canada
Ontario, Canada
$4.57K – – –
PS
212
Principal Securities
Iowa
$4.19K +$4.19K +35 New
AWM
213
Avior Wealth Management
Nebraska
$4.19K – – –
BIA
214
Bell Investment Advisors
California
$2.51K – – –
TCWA
215
Turtle Creek Wealth Advisors
Texas
$2.39K +$2.39K +20 New
LC
216
Lindbrook Capital
California
$2.15K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.68K – – –
JWA
218
JFS Wealth Advisors
Pennsylvania
$1.68K +$239 +2 +17%
PWMG
219
Private Wealth Management Group
New Jersey
$1.68K +$1.68K +14 New
AF
220
Allworth Financial
California
$957 +$957 +8 New
SIC
221
SJS Investment Consulting
Ohio
$718 +$120 +1 +20%
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$718 +$718 +6 New
AF
223
Advisornet Financial
Minnesota
$598 +$120 +1 +25%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$598 +$598 +5 New
QCG
225
Quadrant Capital Group
Ohio
$359 – – –
6 7 8
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