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United Rentals

985 hedge funds and large institutions have $28B invested in United Rentals in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 314 increasing their positions, 407 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

12% more capital invested

Capital invested by funds: $25.1B → $28B (+$2.89B)

10% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 116

0% more funds holding

Funds holding: 982985 (+3)

10% less call options, than puts

Call options by funds: $976M | Put options by funds: $1.08B

2.18% less ownership

Funds ownership: 93.84%91.67% (-2.2%)

23% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 407

Holders
985
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
15.47%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
128
Increased
314
Reduced
407
Closed
116
Calls
$976M
Puts
$1.08B
Net Calls
-$106M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
301
Gilman Hill Asset Management
Connecticut
$4.91M +$80.4K +217 +2%
Handelsbanken Fonder
302
Handelsbanken Fonder
Sweden
$4.87M +$534K +1,441 +15%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$4.87M -$15.6M -42,179 -79%
MML Investors Services
304
MML Investors Services
Massachusetts
$4.84M +$1.18M +3,195 +42%
MA
305
Montag & Associates
Georgia
$4.83M +$100K +270 +3%
NYLIM
306
New York Life Investment Management
New York
$4.79M -$49.7K -134 -1%
YCM
307
Yousif Capital Management
Michigan
$4.77M +$59.3K +160 +2%
HCM
308
Huber Capital Management
California
$4.73M +$2.04M +5,500 +108%
Creative Planning
309
Creative Planning
Kansas
$4.71M -$1.68M -4,529 -30%
FA
310
Faithward Advisors
Pennsylvania
$4.63M -$124K -335 -3%
X
311
Xponance
Pennsylvania
$4.59M -$2.18M -5,894 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
312
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.57M +$3.8M +10,267 New
HF
313
HRT Financial
New York
$4.51M +$3.75M +10,120 New
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$4.48M -$40.8K -110 -1%
JWBC
315
J.W. Burns & Co
New York
$4.47M
MOACM
316
Mutual of America Capital Management
New York
$4.42M -$14.5K -39 -0.4%
Janus Henderson Group
317
Janus Henderson Group
United Kingdom
$4.42M -$702K -1,893 -16%
SCM
318
Silvant Capital Management
Georgia
$4.4M -$1.27M -3,435 -26%
JIM
319
Jensen Investment Management
Oregon
$4.39M -$119K -320 -3%
Lido Advisors
320
Lido Advisors
California
$4.34M +$88.2K +238 +3%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$4.31M -$71.2K -192 -2%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$85.2K +230 +2%
HEIP
323
Hudson Edge Investment Partners
New Jersey
$4.22M +$3.51M +9,482 New
CFG
324
Citizens Financial Group
Rhode Island
$4.21M -$43.4K -117 -1%
II
325
Inspire Investing
Idaho
$4.2M -$452K -1,220 -11%

URI Hedge Fund Activity: Q2 2023 in Review

985 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q2 2023, worth a combined $28B — up 12% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new URI positions and 116 closed out — a net gain of 12 holders — while 314 added to existing stakes and 407 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $505M. The largest seller was Envestnet Asset Management, cutting an estimated $656M.

  • 985 institutional investors held United Rentals (URI) as of Q2 2023, up from 982 in Q1 2023.
  • Funds reported $28B of United Rentals stock for Q2 2023, up 12% quarter-over-quarter.
  • 128 funds opened new United Rentals positions in Q2 2023 and 116 closed out, a net change of +12 holders.
  • The largest United Rentals buyer in Q2 2023 was Fidelity Investments, an estimated $505M added.
  • The largest United Rentals seller in Q2 2023 was Envestnet Asset Management, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2023.