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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
MGIA
626
Moneta Group Investment Advisors
Missouri
$632K +$60.8K +164 +13%
CC
627
Centiva Capital
New York
$629K +$299K +807 +133%
SWP
628
Semus Wealth Partners
Florida
$628K +$2.22K +6 +0.4%
TA
629
Tectonic Advisors
Texas
$627K +$130K +351 +33%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$627K -$42.6K -115 -8%
DCM
631
DGS Capital Management
New Jersey
$624K +$3.33K +9 +0.6%
OL
632
Optas LLC
Texas
$620K -$1.85K -5 -0.4%
BCM
633
BTC Capital Management
Iowa
$616K -$12.6K -34 -2%
III
634
Independent Investors Inc
New York
$615K
IIM
635
Intact Investment Management
Quebec, Canada
$601K
RBC
636
Romano Brothers & Co
Illinois
$600K
DBT
637
Dubuque Bank & Trust
Iowa
$593K
EFSCE
638
Enterprise Financial Services Corp (EFSC)
Missouri
$574K -$1.48K -4 -0.3%
WS
639
Wedbush Securities
California
$568K -$24.5K -66 -5%
ACA
640
Aptus Capital Advisors
Alabama
$566K +$76.3K +206 +19%
BBNA
641
Bremer Bank National Association
Minnesota
$557K +$16.3K +44 +4%
KCM
642
Kornitzer Capital Management
Kansas
$557K
BPA
643
Beacon Pointe Advisors
California
$550K -$7.78K -21 -2%
FMAEN1
644
Fund Management at Engine No 1
California
$546K +$19.6K +53 +4%
ACM
645
Aubrey Capital Management
United Kingdom
$542K
EWM
646
Evermay Wealth Management
Virginia
$541K
ECM
647
Everence Capital Management
Indiana
$541K
PAM
648
Paradigm Asset Management
New York
$538K +$148K +400 +50%
KeyBank National Association
649
KeyBank National Association
Ohio
$538K +$44.5K +120 +11%
AI
650
AXS Investments
New York
$534K +$367K +990 +471%

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.