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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
BWA
626
Burt Wealth Advisors
Maryland
$27K
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$25K +$22.1K +152 New
BCA
628
Berman Capital Advisors
Georgia
$24K
OPS
629
Orion Portfolio Solutions
Nebraska
$24K +$20.5K +141 New
HDIM
630
Hanson & Doremus Investment Management
Vermont
$23K -$14.5K -100 -43%
TI
631
tru Independence
Oregon
$21K +$29K +200 New
HFM
632
Harvest Fund Management
China
$20K +$179K +1,234 New
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$43.1K -297 -72%
AF
634
Advisornet Financial
Minnesota
$18K -$3.63K -25 -19%
SF
635
Synovus Financial
Georgia
$18K
TL
636
TrueWealth LLC
Georgia
$18K
ZB
637
Zions Bancorporation
Utah
$17K -$290 -2 -2%
DAM
638
Delta Asset Management
Tennessee
$17K
TFO
639
Tarbox Family Office
California
$17K +$10.3K +71 +222%
AIC
640
Ameritas Investment Company
Nebraska
$17K +$14.5K +100 New
TCWM
641
Total Clarity Wealth Management
Illinois
$17K +$14.5K +100 New
WQ
642
Wealth Quarterback
New Jersey
$16.5K +$14.4K +99 New
IF
643
Ironwood Financial
Arizona
$16K
OC
644
Oakworth Capital
Alabama
$16K
GRP
645
Global Retirement Partners
California
$14K -$97.2K -669 -89%
QAM
646
QCI Asset Management
New York
$14K -$28K -193 -69%
EI
647
Ellevest Inc
New York
$14K +$10.6K +73 +913%
VEA
648
Virtus ETF Advisers
New York
$14K +$11.9K +82 New
BWM
649
BerganKDV Wealth Management
Minnesota
$13K
OIA
650
Optimum Investment Advisors
Illinois
$13K

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.