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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
GWANC
801
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K +$186K +502 New
SCP
802
Sandhill Capital Partners
New York
$224K +$186K +502 New
SIC
803
Salem Investment Counselors
North Carolina
$223K
WSCM
804
Wellington Shields Capital Management
New York
$223K
AWM
805
Aries Wealth Management
Maine
$223K +$185K +500 New
CAS
806
CTC Alternative Strategies
Illinois
$223K +$185K +500 New
DAM
807
Deltec Asset Management
New York
$223K +$185K +500 New
Fayez Sarofim & Co
808
Fayez Sarofim & Co
Texas
$223K +$185K +500 New
MPAM
809
Murphy Pohlad Asset Management
Minnesota
$223K +$185K +500 New
UM
810
UniSuper Management
Australia
$223K +$185K +500 New
EWM
811
Elmwood Wealth Management
California
$221K +$184K +497 New
HIA
812
Harbor Investment Advisory
Maryland
$221K +$23K +62 +14%
CAM
813
Campion Asset Management
Virginia
$220K +$183K +495 New
AC
814
ASB Consultores
Florida
$220K -$18.2K -49 -9%
HBT
815
Hills Bank & Trust
Iowa
$218K
TA
816
Tactive Advisors
Florida
$218K +$182K +490 New
TVAMP
817
Tennessee Valley Asset Management Partners
Tennessee
$218K +$182K +490 New
SG
818
StoneX Group
New York
$215K +$179K +482 New
NP
819
NorthRock Partners
Minnesota
$213K -$18.9K -51 -10%
VAS
820
Vestmark Advisory Solutions
Massachusetts
$212K +$176K +476 New
GCP
821
GSA Capital Partners
United Kingdom
$210K +$175K +471 New
GA
822
Greytown Advisors
Florida
$210K -$188K -508 -52%
AWM
823
Apollon Wealth Management
South Carolina
$209K +$174K +470 New
GM
824
GeoWealth Management
Illinois
$209K +$123K +333 +245%
CAAS
825
Capital Asset Advisory Services
Michigan
$208K +$173K +467 New

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.