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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
PFS
726
Prospera Financial Services
Texas
$340K +$30.4K +82 +12%
TPW
727
Transatlantique Private Wealth
New York
$339K
SWM
728
Spire Wealth Management
Virginia
$336K -$2.09M -5,639 -88%
RWA
729
Ropes Wealth Advisors
Massachusetts
$333K -$1.85K -5 -0.7%
AA
730
ALPS Advisors
Colorado
$330K +$1.85K +5 +0.7%
OCBCO
731
Oversea-Chinese Banking Corp (OCBC)
Singapore
$325K -$70K -189 -21%
FRA
732
Frank Rimerman Advisors
California
$325K -$35.2K -95 -12%
HT
733
Heritage Trust
Oklahoma
$324K +$269K +727 New
FFM
734
Forum Financial Management
Illinois
$323K +$1.48K +4 +0.6%
AIM
735
Allen Investment Management
New York
$323K
SIMG
736
Sonora Investment Management Group
Arizona
$321K
BC
737
Bridgefront Capital
Texas
$320K +$266K +718 New
PA
738
PFG Advisors
Arizona
$318K +$62.6K +169 +31%
CIP
739
Capital Insight Partners
Arizona
$316K +$263K +710 New
WAM
740
Watershed Asset Management
California
$316K +$263K +709 New
IFG
741
Independent Financial Group
California
$315K +$71.5K +193 +37%
WF
742
Welch & Forbes
Massachusetts
$315K
MYAM
743
Meiji Yasuda Asset Management
Japan
$305K -$70.4K -190 -22%
FA
744
FDx Advisors
Illinois
$303K +$252K +679 New
LFM
745
LGT Fund Management
Liechtenstein
$298K
NJBEST
746
New Jersey Better Educational Savings Trust
New Jersey
$298K
DGAM
747
Desjardins Global Asset Management
Quebec, Canada
$296K +$8.52K +23 +4%
TIP
748
Torray Investment Partners
Maryland
$294K
UF
749
Univest Financial
Pennsylvania
$294K +$245K +660 New
HWA
750
Heritage Wealth Advisors
Virginia
$293K

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.