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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
STA
776
Summit Trail Advisors
New York
$252K +$209K +565 New
TW
777
Transform Wealth
Colorado
$251K -$3.35M -9,037 -94%
HI
778
Hudock Inc
Pennsylvania
$250K +$741 +2 +0.4%
IIC
779
Integrated Investment Consultants
Michigan
$250K +$208K +561 New
EI
780
EDMP Inc
Florida
$246K
NRS
781
Neville Rodie & Shaw
New York
$245K -$1.12M -3,009 -85%
PWM
782
Perigon Wealth Management
California
$244K +$203K +547 New
CWM
783
Cornerstone Wealth Management
Missouri
$243K -$60K -162 -23%
BWP
784
BSW Wealth Partners
Colorado
$243K -$17.4K -47 -8%
KFI
785
Key Financial Inc
Pennsylvania
$242K
WFAG
786
Worth Financial Advisory Group
North Carolina
$241K +$200K +541 New
SIG
787
Sargent Investment Group
Maryland
$239K +$1.48K +4 +0.8%
EFG
788
Everhart Financial Group
Ohio
$237K +$1.11K +3 +0.6%
DWT
789
Dorsey & Whitney Trust
South Dakota
$236K -$7.04K -19 -3%
CI
790
Conning Inc
Connecticut
$235K -$16.7K -45 -8%
GWS
791
Glassman Wealth Services
Virginia
$232K -$29.3K -79 -13%
WP
792
Westmount Partners
California
$232K
Kovitz Investment Group Partners
793
Kovitz Investment Group Partners
Illinois
$232K
PCM
794
Parsons Capital Management
Rhode Island
$229K
LNC
795
Lincoln National Corp
Pennsylvania
$229K +$190K +513 New
AIM
796
Aigen Investment Management
New York
$228K +$190K +512 New
CI
797
CX Institutional
Indiana
$227K +$189K +509 New
VFA
798
Valeo Financial Advisors
Indiana
$226K +$188K +508 New
KDA
799
Kraft Davis & Associates
Missouri
$226K +$172K +464 New
AIM
800
Anchor Investment Management
South Carolina
$225K -$64.9K -175 -26%

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.