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United Rentals

668 hedge funds and large institutions have $12.3B invested in United Rentals in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 208 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.7B)

3% more funds holding

Funds holding: 649668 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less call options, than puts

Call options by funds: $398M | Put options by funds: $402M

1.01% less ownership

Funds ownership: 98.73%97.72% (-1%)

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 265

Holders
668
Holders Change
+19
Holders Change %
+2.93%
% of All Funds
13.48%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
83
Increased
208
Reduced
265
Closed
55
Calls
$398M
Puts
$402M
Net Calls
-$4.14M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
626
Lenox Wealth Advisors
New York
$12K
OAJ
627
Ogorek Anthony Joseph
New York
$12K
PFWA
628
Paces Ferry Wealth Advisors
Georgia
$12K +$11.9K +71 New
GRP
629
Global Retirement Partners
California
$11K
VFA
630
Valeo Financial Advisors
Indiana
$10K -$61.2K -364 -87%
SIAS
631
Shine Investment Advisory Services
Colorado
$10K
RA
632
Rational Advisors
New York
$9K -$31.3K -186 -78%
SLF
633
Sun Life Financial
Ontario, Canada
$8K -$336 -2 -4%
EARNEST Partners
634
EARNEST Partners
Georgia
$8K
WT
635
Washington Trust
Rhode Island
$8K +$1.34K +8 +20%
BBHC
636
Brown Brothers Harriman & Co
New York
$7K
LWANC
637
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
CA
638
Crewe Advisors
Utah
$7K +$6.72K +40 New
SWA
639
Sutton Wealth Advisors
Florida
$6.46K
VRM
640
Vectors Research Management
New York
$6K -$8.4K -50 -60%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$6K
YAL
642
Your Advocates Ltd
Texas
$6K
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$6K +$5.72K +34 New
ARMC
644
American Research & Management Company
Massachusetts
$6K +$5.88K +35 New
WPA
645
West Paces Advisors
Georgia
$5.24K
TFGT
646
TS Financial Group (TSFG)
Illinois
$5K -$336 -2 -7%
EWA
647
Evolution Wealth Advisors
Florida
$5K
SL
648
Savior LLC
Massachusetts
$5K
CFB
649
Cullen/Frost Bankers
Texas
$5K +$4.88K +29 New
RIM
650
Rockbridge Investment Management
New York
$4K

URI Hedge Fund Activity: Q3 2020 in Review

668 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2020, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new URI positions and 55 closed out — a net gain of 28 holders — while 208 added to existing stakes and 265 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $169M. The largest seller was Nordea Investment Management, cutting an estimated $140M.

  • 668 institutional investors held United Rentals (URI) as of Q3 2020, up from 649 in Q2 2020.
  • Funds reported $12.3B of United Rentals stock for Q3 2020, up 16% quarter-over-quarter.
  • 83 funds opened new United Rentals positions in Q3 2020 and 55 closed out, a net change of +28 holders.
  • The largest United Rentals buyer in Q3 2020 was T. Rowe Price Associates, an estimated $169M added.
  • The largest United Rentals seller in Q3 2020 was Nordea Investment Management, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2020.