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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
RFA
651
Reilly Financial Advisors
California
$13K
RMC
652
Resources Management Corp
Connecticut
$13K
CBT
653
Capital Bank & Trust
California
$12K
OAJ
654
Ogorek Anthony Joseph
New York
$12K
LWA
655
Lenox Wealth Advisors
New York
$12K +$290 +2 +3%
H
656
Hexavest
Quebec, Canada
$12K +$10.6K +73 New
PCG
657
Private Capital Group
Connecticut
$10K -$145 -1 -2%
LC
658
Lindbrook Capital
California
$10K +$1.31K +9 +18%
HWM
659
Howard Wealth Management
Connecticut
$10K +$9.29K +64 New
EWP
660
Engrave Wealth Partners
Texas
$10K +$9.44K +65 New
EW
661
Evoke Wealth
California
$9.17K
NIM
662
NuWave Investment Management
New Jersey
$9K -$2.18K -15 -23%
RA
663
Rational Advisors
New York
$9K +$5.66K +39 +325%
SIAS
664
Shine Investment Advisory Services
Colorado
$8K -$6.97K -48 -51%
SLF
665
Sun Life Financial
Ontario, Canada
$8K -$2.76K -19 -30%
VCM
666
Versant Capital Management
Arizona
$8K
PFBT
667
Parkside Financial Bank & Trust
Missouri
$8K +$581 +4 +9%
BWM
668
Baystate Wealth Management
Massachusetts
$8K +$6.97K +48 New
FHA
669
First Horizon Advisors
Tennessee
$8K +$7.26K +50 New
EARNEST Partners
670
EARNEST Partners
Georgia
$7K
LWANC
671
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
KPW
672
Kore Private Wealth
New York
$7K +$5.66K +39 New
HI
673
Hudock Inc
Pennsylvania
$6K
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$6K +$436 +3 +10%
EWM
675
EPG Wealth Management
Georgia
$6K +$5.08K +35 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.