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United Rentals

985 hedge funds and large institutions have $28.4B invested in United Rentals in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 310 increasing their positions, 398 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 76

1.73% more ownership

Funds ownership: 91.67%93.4% (+1.7%)

2% more capital invested

Capital invested by funds: $28B → $28.4B (+$428M)

0% more funds holding

Funds holding: 985985 (0)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

18% less call options, than puts

Call options by funds: $947M | Put options by funds: $1.16B

22% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 398

Holders
985
Holders Change
Holders Change %
0%
% of All Funds
15.63%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.43%
New
86
Increased
310
Reduced
398
Closed
76
Calls
$947M
Puts
$1.16B
Net Calls
-$210M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
726
Penserra Capital Management
California
$329K -$2.27M -4,970 -87%
SC
727
Syon Capital
California
$328K +$338K +738 New
AA
728
ALPS Advisors
Colorado
$326K -$3.66K -8 -1%
RWA
729
Ropes Wealth Advisors
Massachusetts
$324K -$8.7K -19 -3%
FFM
730
Forum Financial Management
Illinois
$322K
IFG
731
Independent Financial Group
California
$319K +$4.12K +9 +1%
PA
732
PFG Advisors
Arizona
$314K -$3.2K -7 -1%
WF
733
Welch & Forbes
Massachusetts
$314K
WFAG
734
Worth Financial Advisory Group
North Carolina
$301K +$61.8K +135 +25%
NJBEST
735
New Jersey Better Educational Savings Trust
New Jersey
$298K
PPWM
736
Paragon Private Wealth Management
Kentucky
$294K +$12.8K +28 +4%
TIP
737
Torray Investment Partners
Maryland
$293K
FPGK
738
Financial Partners Group (Kansas)
Kansas
$293K +$307K +671 New
LFM
739
LGT Fund Management
Liechtenstein
$293K
HWA
740
Heritage Wealth Advisors
Virginia
$292K
PA
741
Procyon Advisors
Connecticut
$292K +$301K +657 New
GW
742
GW & Wade
Massachusetts
$289K +$298K +651 New
AI
743
AXS Investments
New York
$289K -$252K -550 -46%
AWM
744
Aries Wealth Management
Maine
$288K +$69.6K +152 +30%
LSA
745
Leonteq Securities AG
Switzerland
$287K -$97.5K -213 -25%
GKWIM
746
Gerber Kawasaki Wealth & Investment Management
California
$286K
AS
747
Altshuler Shaham
Israel
$283K -$68.2K -149 -19%
FBT
748
First Bank & Trust
South Dakota
$283K -$6.41K -14 -2%
ETC
749
Exchange Traded Concepts
Oklahoma
$281K +$290K +633 New
1WM
750
1900 Wealth Management
Texas
$280K