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United Rentals

707 hedge funds and large institutions have $11.5B invested in United Rentals in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 223 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 75

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

38% more capital invested

Capital invested by funds: $8.37B → $11.5B (+$3.17B)

8% more funds holding

Funds holding: 655707 (+52)

4.97% more ownership

Funds ownership: 87.14%92.11% (+5%)

16% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 264

41% less call options, than puts

Call options by funds: $489M | Put options by funds: $828M

Holders
707
Holders Change
+52
Holders Change %
+7.94%
% of All Funds
13.93%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.37%
New
141
Increased
223
Reduced
264
Closed
75
Calls
$489M
Puts
$828M
Net Calls
-$340M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
301
Bowling Portfolio Management
Ohio
$1.94M +$1.69M +11,631 New
OC
302
Oppenheimer & Co
New York
$1.93M -$185K -1,275 -10%
IFWM
303
Institute for Wealth Management
Colorado
$1.91M +$1.45K +10 +0.1%
BCM
304
Bridgeway Capital Management
Texas
$1.89M -$3.11M -21,400 -65%
SIC
305
Salem Investment Counselors
North Carolina
$1.88M -$232K -1,600 -12%
SAM
306
Shell Asset Management
Netherlands
$1.88M +$109K +752 +7%
IAA
307
Independent Advisor Alliance
North Carolina
$1.86M -$28.2K -194 -2%
JWBC
308
J.W. Burns & Co
New York
$1.86M -$43.6K -300 -3%
SDIC
309
South Dakota Investment Council
South Dakota
$1.84M -$26.1K -180 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
310
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.83M -$290K -2,000 -15%
NAM
311
Nexpoint Asset Management
Texas
$1.83M
CIC
312
Carnegie Investment Counsel
Ohio
$1.8M
MSA
313
Mason Street Advisors
Wisconsin
$1.79M -$39.2K -270 -2%
UBV
314
United Bank (Virginia)
Virginia
$1.76M
HJMC
315
Hellman Jordan Management Company
Massachusetts
$1.75M +$5.96K +41 +0.4%
FA
316
FMA Advisory
Pennsylvania
$1.72M -$14.5K -100 -1%
MSWM
317
Mader & Shannon Wealth Management
Missouri
$1.69M +$129K +888 +10%
NB
318
Norinchukin Bank
Japan
$1.66M -$189K -1,298 -12%
ACI
319
Alpha Cubed Investments
California
$1.65M +$1.44M +9,913 New
KWILP
320
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.65M +$1.44M +9,903 New
GT
321
Glenview Trust
Kentucky
$1.65M
GHAM
322
Gilman Hill Asset Management
Connecticut
$1.64M +$1.02K +7 +0.1%
FHB
323
First Hawaiian Bank
Hawaii
$1.58M -$432K -2,971 -24%
PSUF
324
People's United Financial
Connecticut
$1.57M -$1.89K -13 -0.1%
Wealthfront Advisers
325
Wealthfront Advisers
California
$1.57M +$225K +1,546 +20%

URI Hedge Fund Activity: Q4 2019 in Review

707 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2019, worth a combined $11.5B — up 38% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new URI positions and 75 closed out — a net gain of 66 holders — while 223 added to existing stakes and 264 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $245M. The largest seller was State Street, cutting an estimated $89.4M.

  • 707 institutional investors held United Rentals (URI) as of Q4 2019, up from 655 in Q3 2019.
  • Funds reported $11.5B of United Rentals stock for Q4 2019, up 38% quarter-over-quarter.
  • 141 funds opened new United Rentals positions in Q4 2019 and 75 closed out, a net change of +66 holders.
  • The largest United Rentals buyer in Q4 2019 was T. Rowe Price Associates, an estimated $245M added.
  • The largest United Rentals seller in Q4 2019 was State Street, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2019.