United Rentals
1,179 hedge funds and large institutions have $44B invested in United Rentals in 2024 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 352 increasing their positions, 484 reducing their positions, and 68 closing their positions.
168% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 68
16% more capital invested
Capital invested by funds: $38B → $44B (+$6.01B)
9% more funds holding
Funds holding: 1,077 → 1,179 (+102)
6.61% less ownership
Funds ownership: 97.89% → 91.28% (-6.6%)
10% less call options, than puts
Call options by funds: $1.16B | Put options by funds: $1.29B
23% less funds holding in top 10
Funds holding in top 10: 47 → 36 (-11)
27% less repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 484
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$540M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$296M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$105M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$99M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.01B |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$239M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$203M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$189M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$148M |
URI Hedge Fund Activity: Q1 2024 in Review
1,179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2024, worth a combined $44B — up 16% from $38B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new URI positions and 68 closed out — a net gain of 114 holders — while 352 added to existing stakes and 484 trimmed.
The largest buyer was Franklin Resources, adding an estimated $540M. The largest seller was Morgan Stanley, cutting an estimated $1.01B.
- 1,179 institutional investors held United Rentals (URI) as of Q1 2024, up from 1,077 in Q4 2023.
- Funds reported $44B of United Rentals stock for Q1 2024, up 16% quarter-over-quarter.
- 182 funds opened new United Rentals positions in Q1 2024 and 68 closed out, a net change of +114 holders.
- The largest United Rentals buyer in Q1 2024 was Franklin Resources, an estimated $540M added.
- The largest United Rentals seller in Q1 2024 was Morgan Stanley, an estimated $1.01B sold.
Based on aggregated 13F filings for Q1 2024.