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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
FBT
751
First Bank & Trust
South Dakota
$289K -$7.41K -20 -3%
GKWIM
752
Gerber Kawasaki Wealth & Investment Management
California
$287K
QCM
753
Quantinno Capital Management
New York
$285K -$272K -735 -53%
EWM
754
Empirical Wealth Management
Washington
$284K -$25.2K -68 -10%
PPWM
755
Paragon Private Wealth Management
Kentucky
$282K
AF
756
Allworth Financial
California
$282K -$371 -1 -0.2%
SEC
757
Seven Eight Capital
New York
$281K +$234K +632 New
1WM
758
1900 Wealth Management
Texas
$280K
FHA
759
First Horizon Advisors
Tennessee
$275K -$88.9K -240 -28%
WBCM
760
Wilson & Boucher Capital Management
California
$273K
MAWA
761
Moss Adams Wealth Advisors
Washington
$272K +$10.7K +29 +5%
BIAS
762
Beacon Investment Advisory Services
New Jersey
$272K
SCM
763
Shelton Capital Management
Colorado
$271K
ECM
764
Elgethun Capital Management
South Dakota
$271K
CA
765
Calton & Associates
Florida
$270K
SGCA
766
Steel Grove Capital Advisors
Tennessee
$267K
GITFIT
767
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$267K +$119K +320 +114%
SFI
768
Siemens Fonds Invest
Germany
$265K
MM
769
MQS Management
New York
$264K +$220K +593 New
PCA
770
Peddock Capital Advisors
Massachusetts
$263K +$219K +591 New
PWPS
771
Pinnacle Wealth Planning Services
Ohio
$262K -$3.33K -9 -2%
VSQM
772
V-Square Quantitative Management
Illinois
$259K +$1.85K +5 +0.9%
CCA
773
Checchi Capital Advisers
California
$253K -$4.45K -12 -2%
VLC
774
Van Leeuwen & Company
New Jersey
$252K +$208K +562 New
EWM
775
Evercore Wealth Management
New York
$252K

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.