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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$18.9M |
| 2 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
+$10.4M |
| 3 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$8.38M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$5.18M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$14M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.27M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$3.76M |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$3.72M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$2.85M |
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.