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McGrath RentCorp

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.

New
Increased
Maintained
Reduced
Closed

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: 234235 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
99
Reduced
69
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$305M +$3.38M +29,467 +1%
BlackRock
2
BlackRock
New York
$220M -$475K -4,139 -0.2%
RRAM
3
River Road Asset Management
Kentucky
$212M +$74.5M +649,567 +52%
Franklin Resources
4
Franklin Resources
California
$134M +$10M +87,329 +8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$103M +$11.2M +97,290 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$88.2M +$5.81M +50,674 +7%
EC
7
Eminence Capital
New York
$83.9M +$86.1M +750,298 New
Victory Capital Management
8
Victory Capital Management
Texas
$71.8M -$13.1M -113,861 -15%
State Street
9
State Street
Massachusetts
$67.7M +$1.4M +12,207 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$64.8M +$92.6K +807 +0.1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$61M -$1.83M -15,937 -3%
HRCM
12
Hawk Ridge Capital Management
California
$55.5M +$6.89M +60,078 +14%
Morgan Stanley
13
Morgan Stanley
New York
$47.7M -$424K -3,696 -0.9%
SCM
14
Snyder Capital Management
California
$44.8M +$9.28M +80,908 +25%
SAM
15
Silvercrest Asset Management
New York
$37.2M +$4.14M +36,057 +12%
Capital Research Global Investors
16
Capital Research Global Investors
California
$36.5M -$24.4M -212,503 -39%
Swedbank
17
Swedbank
Sweden
$36.3M +$8.6M +75,000 +30%
Northern Trust
18
Northern Trust
Illinois
$36.2M +$2.97M +25,884 +9%
ClearBridge Investments
19
ClearBridge Investments
New York
$33.9M +$543K +4,732 +2%
Charles Schwab
20
Charles Schwab
California
$32.8M +$716K +6,238 +2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$32.5M +$20M +174,133 +149%
Millennium Management
22
Millennium Management
New York
$23.1M -$14M -122,150 -37%
JP Morgan Chase
23
JP Morgan Chase
New York
$22.9M -$14.8M -129,436 -39%
NPIC
24
Neumeier Poma Investment Counsel
California
$22.9M +$13.1M +114,626 +127%
ECM
25
ExodusPoint Capital Management
New York
$21.1M +$997K +8,688 +5%

MGRC Hedge Fund Activity: Q4 2024 in Review

235 of the 7,592 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.