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McGrath RentCorp

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

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

24% more capital invested

Capital invested by funds: $2.07B → $2.56B (+$490M)

15% more funds holding

Funds holding: 196225 (+29)

3.21% more ownership

Funds ownership: 84%87.21% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 83

Holders
225
Holders Change
+29
Holders Change %
+14.8%
% of All Funds
3.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$322M +$1.17M +11,280 +0.4%
BlackRock
2
BlackRock
New York
$255M +$9.54M +91,783 +5%
Franklin Resources
3
Franklin Resources
California
$224M -$18.9M -181,593 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M -$8.74M -84,043 -7%
Morgan Stanley
5
Morgan Stanley
New York
$131M +$65.7M +631,891 +137%
Victory Capital Management
6
Victory Capital Management
Texas
$122M -$3.22M -31,003 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$92.3M +$15.6M +150,253 +24%
RRAM
8
River Road Asset Management
Kentucky
$87.8M -$1.96M -18,844 -3%
SAM
9
Silvercrest Asset Management
New York
$71.3M -$2.47M -23,789 -4%
State Street
10
State Street
Massachusetts
$68M +$2.58M +24,814 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$64.3M +$2.61M +25,123 +5%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$61.5M -$6.84M -65,791 -11%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$60.6M -$49.4M -475,339 -48%
Capital Research Global Investors
14
Capital Research Global Investors
California
$55.9M +$48.6M +467,729 New
SCM
15
Snyder Capital Management
California
$53.1M -$12.8M -123,409 -23%
Northern Trust
16
Northern Trust
Illinois
$37M -$1.18M -11,321 -4%
ClearBridge Investments
17
ClearBridge Investments
New York
$36.4M +$10.3M +98,851 +48%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$33M -$3.62M -34,823 -11%
Charles Schwab
19
Charles Schwab
California
$32.1M +$602K +5,792 +2%
American Century Companies
20
American Century Companies
Missouri
$30.6M +$652K +6,270 +3%
NPIC
21
Neumeier Poma Investment Counsel
California
$30.6M +$6.11M +58,740 +30%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$29.8M -$2M -19,222 -7%
VNIM
23
Vaughan Nelson Investment Management
Texas
$25.3M +$22M +211,740 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$23.8M -$4.11M -39,519 -17%
N
25
Nuveen
North Carolina
$19.6M +$84.2K +810 +0.5%

MGRC Hedge Fund Activity: Q4 2023 in Review

225 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q4 2023, worth a combined $2.56B — up 24% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MGRC positions and 11 closed out — a net gain of 31 holders — while 66 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $49.4M.

  • 225 institutional investors held McGrath RentCorp (MGRC) as of Q4 2023, up from 196 in Q3 2023.
  • Funds reported $2.56B of McGrath RentCorp stock for Q4 2023, up 24% quarter-over-quarter.
  • 42 funds opened new McGrath RentCorp positions in Q4 2023 and 11 closed out, a net change of +31 holders.
  • The largest McGrath RentCorp buyer in Q4 2023 was Morgan Stanley, an estimated $65.7M added.
  • The largest McGrath RentCorp seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2023.