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McGrath RentCorp

219 hedge funds and large institutions have $2.69B invested in McGrath RentCorp in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,467% more call options, than puts

Call options by funds: $308K | Put options by funds: $12K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $2.56B → $2.69B (+$135M)

1.93% more ownership

Funds ownership: 87.21%89.15% (+1.9%)

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

3% less funds holding

Funds holding: 225219 (-6)

35% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 88

Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
57
Reduced
88
Closed
52
Calls
$308K
Puts
$12K
Net Calls
+$296K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$331M -$1.16M -9,608 -0.4%
BlackRock
2
BlackRock
New York
$240M -$22M -181,596 -9%
Franklin Resources
3
Franklin Resources
California
$141M -$88M -727,761 -39%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$115M -$29.6M -244,910 -21%
Capital Research Global Investors
5
Capital Research Global Investors
California
$96.7M +$38.2M +316,292 +68%
RRAM
6
River Road Asset Management
Kentucky
$88.4M -$2.18M -18,009 -2%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$85.7M +$83.7M +692,630 +30,949%
MF
8
Magnetar Financial
Illinois
$84M +$82.4M +681,216 New
Victory Capital Management
9
Victory Capital Management
Texas
$82.5M -$42.6M -352,042 -34%
AAM
10
Alpine Associates Management
Florida
$79.9M +$78.3M +647,487 New
State Street
11
State Street
Massachusetts
$72.1M +$1.99M +16,490 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$68.3M +$1.9M +15,703 +3%
WCMNY
13
Westchester Capital Management (New York)
New York
$67.3M +$65.9M +545,466 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$64.4M -$30.1M -249,144 -32%
Morgan Stanley
15
Morgan Stanley
New York
$61M -$72.5M -600,043 -55%
JP Morgan Chase
16
JP Morgan Chase
New York
$55.6M +$39.9M +330,315 +275%
AA
17
AQR Arbitrage
Connecticut
$55.1M +$54M +446,613 New
AllianceBernstein
18
AllianceBernstein
Tennessee
$51.7M +$47.4M +391,898 +1,437%
VNIM
19
Vaughan Nelson Investment Management
Texas
$47.6M +$21.1M +174,240 +82%
SAM
20
Silvercrest Asset Management
New York
$45.6M -$27.4M -226,629 -38%
ClearBridge Investments
21
ClearBridge Investments
New York
$37.4M -$122K -1,008 -0.3%
WIC
22
Water Island Capital
New York
$36.4M +$35.7M +295,429 New
Northern Trust
23
Northern Trust
Illinois
$35.8M -$2.36M -19,524 -6%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$33.5M -$29.3M -242,427 -47%
Charles Schwab
25
Charles Schwab
California
$33.5M +$416K +3,438 +1%

MGRC Hedge Fund Activity: Q1 2024 in Review

219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q1 2024, worth a combined $2.69B — up 5.3% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MGRC and 48 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 57 added.

The largest buyer was Balyasny Asset Management, adding an estimated $83.7M. The largest seller was Franklin Resources, cutting an estimated $88M.

  • 219 institutional investors held McGrath RentCorp (MGRC) as of Q1 2024, down from 225 in Q4 2023.
  • Funds reported $2.69B of McGrath RentCorp stock for Q1 2024, up 5.3% quarter-over-quarter.
  • 48 funds opened new McGrath RentCorp positions in Q1 2024 and 52 closed out, a net change of -4 holders.
  • The largest McGrath RentCorp buyer in Q1 2024 was Balyasny Asset Management, an estimated $83.7M added.
  • The largest McGrath RentCorp seller in Q1 2024 was Franklin Resources, an estimated $88M sold.

Based on aggregated 13F filings for Q1 2024.