We are live on ! Find out more
URI icon

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
GWM
326
Graybill Wealth Management
Illinois
$4.2M +$38.5K +104 +1%
KC
327
Kingfisher Capital
North Carolina
$4.12M +$18.9K +51 +0.6%
Public Employees Retirement Association of Colorado
328
Public Employees Retirement Association of Colorado
Colorado
$4.11M -$8.89K -24 -0.3%
CA
329
Cumberland Advisors
Florida
$4.08M
CAN
330
Cetera Advisor Networks
California
$3.97M +$114K +307 +4%
CG
331
Castellan Group
Kentucky
$3.94M -$107K -289 -3%
SC
332
Scotia Capital
Ontario, Canada
$3.94M +$63.7K +172 +2%
EAM
333
Eukles Asset Management
Ohio
$3.93M +$46.7K +126 +1%
CIP
334
Chartwell Investment Partners
Pennsylvania
$3.87M -$152K -411 -5%
Fidelity International
335
Fidelity International
Bermuda
$3.8M
SOADOR
336
State of Alaska Department of Revenue
Alaska
$3.79M -$384K -1,035 -11%
TYCC
337
Texas Yale Capital Corp
Florida
$3.76M
GIA
338
GHP Investment Advisors
Colorado
$3.73M +$672K +1,814 +31%
LSA
339
L & S Advisors
California
$3.64M +$2.07M +5,599 +218%
IFWM
340
Institute for Wealth Management
Colorado
$3.63M +$17.8K +48 +0.6%
CNB
341
Czech National Bank
Czech Republic
$3.62M -$12.2K -33 -0.4%
CWM
342
CIBC World Markets
New York
$3.59M +$1.69M +4,548 +130%
WAM
343
Westport Asset Management
Connecticut
$3.56M
ACM
344
Arosa Capital Management
Florida
$3.56M +$2.96M +8,000 New
AIM
345
Achmea Investment Management
Netherlands
$3.56M +$573K +1,546 +24%
TW
346
TrinityPoint Wealth
Connecticut
$3.54M +$2.94M +7,944 New
CIBC World Market
347
CIBC World Market
Ontario, Canada
$3.52M +$1.09M +2,934 +59%
BFM
348
Boothbay Fund Management
New York
$3.51M +$2.65M +7,159 +1,007%
FMWA
349
Forvis Mazars Wealth Advisors
Missouri
$3.44M +$1.46M +3,945 +104%
ASN
350
Advisory Services Network
Georgia
$3.43M +$338K +913 +13%

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.