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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
4WM
401
44 Wealth Management
Oregon
$2.56M -$8.52K -23 -0.4%
HIS
402
Horizon Investment Services
Indiana
$2.54M -$371 -1 -0%
PCM
403
Penserra Capital Management
California
$2.54M -$188K -507 -8%
LFAS
404
Level Four Advisory Services
Texas
$2.53M -$321K -865 -13%
TRCT
405
Tower Research Capital (TRC)
New York
$2.53M +$813K +2,195 +63%
NC
406
Northcape Capital
Australia
$2.52M +$198K +533 +10%
SAM
407
Securian Asset Management
Minnesota
$2.52M -$47.8K -129 -2%
OAM
408
Oppenheimer Asset Management
New York
$2.51M -$230K -620 -10%
BCI
409
Brinker Capital Investments
Pennsylvania
$2.51M -$368K -993 -15%
OPS
410
Orion Portfolio Solutions
Nebraska
$2.51M -$368K -993 -15%
UB
411
UMB Bank
Missouri
$2.51M -$11.2M -30,353 -84%
ORI
412
Oak Ridge Investments
Illinois
$2.48M -$12.6K -34 -0.6%
KRS
413
Kentucky Retirement Systems
Kentucky
$2.46M +$15.6K +42 +0.8%
BWA
414
BDO Wealth Advisors
Florida
$2.45M -$17.8K -48 -0.9%
VCWA
415
Vanguard Capital Wealth Advisors
Colorado
$2.44M -$42.6K -115 -2%
M&T Bank
416
M&T Bank
New York
$2.43M +$152K +411 +8%
CTA
417
Chesley Taft & Associates
Illinois
$2.4M -$17.4K -47 -0.9%
PP
418
Paloma Partners
Connecticut
$2.4M +$1.79M +4,837 +868%
SF
419
Summit Financial
New Jersey
$2.39M +$1.99M +5,377 New
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$2.38M +$1.34M +3,606 +207%
GIM
421
Groesbeck Investment Management
New Jersey
$2.37M
BIA
422
Benchmark Investment Advisors
Illinois
$2.34M +$49.3K +133 +3%
MYIA
423
Mount Yale Investment Advisors
Colorado
$2.33M +$78.9K +213 +4%
MSRPS
424
Maryland State Retirement & Pension System
Maryland
$2.33M -$99.3K -268 -5%
Connor, Clark & Lunn Investment Management (CC&L)
425
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.31M -$2.79M -7,529 -59%

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.