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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
CI
526
Cigna Investments
Connecticut
$271K -$52.3K -360 -15%
PRWA
527
Platte River Wealth Advisors
Colorado
$271K +$290K +2,000 New
LWM
528
Laidlaw Wealth Management
New York
$268K +$233K +1,605 New
NA
529
NewEdge Advisors
Louisiana
$267K -$146K -1,005 -38%
PI
530
Pettee Investors
Connecticut
$267K +$232K +1,600 New
GFS
531
GYL Financial Synergies
Connecticut
$267K +$233K +1,601 New
Pacer Advisors
532
Pacer Advisors
Pennsylvania
$261K -$1.05M -7,231 -82%
OFS
533
OneAscent Financial Services
Alabama
$261K +$227K +1,563 New
II
534
Inspire Investing
Idaho
$257K -$32.4K -223 -13%
VFA
535
Voya Financial Advisors
Connecticut
$257K +$222K +1,528 New
JWCA
536
J.W. Cole Advisors
Florida
$257K +$224K +1,543 New
DAM
537
Deltec Asset Management
New York
$250K -$465K -3,200 -68%
WJWM
538
Williams Jones Wealth Management
New York
$250K -$72.6K -500 -25%
HA
539
Harbor Advisors
Florida
$250K +$218K +1,500 New
IWM
540
IHT Wealth Management
Illinois
$247K -$32K -220 -13%
HCM
541
Hollencrest Capital Management
California
$247K +$215K +1,480 New
HI
542
Horizon Investments
North Carolina
$246K +$214K +1,476 New
ECM
543
Evergreen Capital Management
Washington
$245K +$213K +1,467 New
SICM
544
Sustainable Insight Capital Management
New York
$245K +$213K +1,468 New
GG
545
Gofen & Glossberg
Illinois
$243K +$211K +1,455 New
PA
546
Profund Advisors
Maryland
$242K +$211K +1,453 New
CL
547
Choreo LLC
Illinois
$233K +$203K +1,400 New
BIAS
548
Beacon Investment Advisory Services
New Jersey
$232K -$38.3K -264 -16%
EI
549
Ethic Inc
New York
$232K +$202K +1,390 New
BC
550
Brinker Capital
Pennsylvania
$231K +$201K +1,383 New

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.