McGrath RentCorp
MGRC
235 hedge funds and large institutions have $2.41B invested in McGrath RentCorp in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 37 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 69
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
7% more capital invested
Capital invested by funds: $2.24B → $2.41B (+$168M)
1.15% more ownership
Funds ownership: 86.7% → 87.85% (+1.1%)
0% more funds holding
Funds holding: 234 → 235 (+1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$86.1M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$74.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$13.1M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$53.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$24.4M |
| 3 |
JFG
Jefferies Financial Group
New York
|
-$22.5M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$20.1M |
| 5 |
Walleye Capital
New York
|
-$16M |
MGRC Hedge Fund Activity: Q4 2024 in Review
235 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q4 2024, worth a combined $2.41B — up 7.5% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MGRC positions and 37 closed out — a net gain of 5 holders — while 99 added to existing stakes and 69 trimmed.
The largest buyer was Eminence Capital, opening a new position worth an estimated $86.1M. The largest seller was Magnetar Financial, exiting entirely with an estimated $53.1M sold.
- 235 institutional investors held McGrath RentCorp (MGRC) as of Q4 2024, up from 234 in Q3 2024.
- Funds reported $2.41B of McGrath RentCorp stock for Q4 2024, up 7.5% quarter-over-quarter.
- 42 funds opened new McGrath RentCorp positions in Q4 2024 and 37 closed out, a net change of +5 holders.
- The largest McGrath RentCorp buyer in Q4 2024 was Eminence Capital, an estimated $86.1M added.
- The largest McGrath RentCorp seller in Q4 2024 was Magnetar Financial, an estimated $53.1M sold.
Based on aggregated 13F filings for Q4 2024.