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United Rentals

1,237 hedge funds and large institutions have $49.4B invested in United Rentals in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 473 increasing their positions, 418 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 77

50% more funds holding in top 10

Funds holding in top 10: 2842 (+14)

25% more capital invested

Capital invested by funds: $39.6B → $49.4B (+$9.85B)

13% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 418

5% more funds holding

Funds holding: 1,1731,237 (+64)

2.73% more ownership

Funds ownership: 91.91%94.64% (+2.7%)

2% less call options, than puts

Call options by funds: $955M | Put options by funds: $975M

Holders
1,237
Holders Change
+64
Holders Change %
+5.46%
% of All Funds
17.76%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
154
Increased
473
Reduced
418
Closed
77
Calls
$955M
Puts
$975M
Net Calls
-$20.1M
Net Calls Change
+$319M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
426
Brinker Capital Investments
Pennsylvania
$3.94M +$418K +581 +14%
OPS
427
Orion Portfolio Solutions
Nebraska
$3.94M +$418K +581 +14%
AAS
428
Avantax Advisory Services
Texas
$3.92M +$155K +216 +5%
SDIC
429
South Dakota Investment Council
South Dakota
$3.91M -$259K -360 -7%
4WM
430
44 Wealth Management
Oregon
$3.89M +$3.35M +4,661 New
HAI
431
Hennessy Advisors Inc
California
$3.89M -$71.9K -100 -2%
AIM
432
Arcadia Investment Management
Michigan
$3.86M -$14.4K -20 -0.4%
CAM
433
Congress Asset Management
Massachusetts
$3.83M -$119K -165 -3%
HCA
434
Harbor Capital Advisors
Illinois
$3.83M -$273K -379 -7%
PVI
435
Pine Valley Investments
New Jersey
$3.78M -$38.8K -54 -1%
JIM
436
Jensen Investment Management
Oregon
$3.77M
KRS
437
Kentucky Retirement Systems
Kentucky
$3.76M -$273K -379 -8%
MCM
438
Monument Capital Management
Virginia
$3.7M -$2.88K -4 -0.1%
PA
439
Pinnacle Associates
New York
$3.68M +$1.84M +2,556 +66%
WAM
440
Weiss Asset Management
Massachusetts
$3.67M +$3.26M +4,538 New
FMWA
441
Forvis Mazars Wealth Advisors
Missouri
$3.66M -$133K -185 -4%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$3.66M +$34.5K +48 +1%
CG
443
Caprock Group
Idaho
$3.65M +$132K +183 +4%
BEI
444
Benjamin Edwards Inc
Missouri
$3.65M +$3.24M +4,503 New
DCM
445
Davidson Capital Management
Texas
$3.64M -$26.6K -37 -0.8%
GWM
446
Geneos Wealth Management
Colorado
$3.63M +$237K +330 +8%
WC
447
Waterloo Capital
Texas
$3.62M -$248K -345 -7%
CCP
448
Cunning Capital Partners
North Carolina
$3.58M
SFA
449
Souders Financial Advisors
Ohio
$3.56M +$71.9K +100 +2%
TWC
450
TD Waterhouse Canada
Ontario, Canada
$3.5M +$165K +230 +6%

URI Hedge Fund Activity: Q3 2024 in Review

1,237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2024, worth a combined $49.4B — up 25% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new URI positions and 77 closed out — a net gain of 77 holders — while 473 added to existing stakes and 418 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.15B. The largest seller was Impax Asset Management Group, cutting an estimated $419M.

  • 1,237 institutional investors held United Rentals (URI) as of Q3 2024, up from 1,173 in Q2 2024.
  • Funds reported $49.4B of United Rentals stock for Q3 2024, up 25% quarter-over-quarter.
  • 154 funds opened new United Rentals positions in Q3 2024 and 77 closed out, a net change of +77 holders.
  • The largest United Rentals buyer in Q3 2024 was International Assets Investment Management, an estimated $1.15B added.
  • The largest United Rentals seller in Q3 2024 was Impax Asset Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2024.