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United Rentals

1,179 hedge funds and large institutions have $44B invested in United Rentals in 2024 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 352 increasing their positions, 484 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 68

16% more capital invested

Capital invested by funds: $38B → $44B (+$6.01B)

9% more funds holding

Funds holding: 1,0771,179 (+102)

6.61% less ownership

Funds ownership: 97.89%91.28% (-6.6%)

10% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.29B

23% less funds holding in top 10

Funds holding in top 10: 4736 (-11)

27% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 484

Holders
1,179
Holders Change
+102
Holders Change %
+9.47%
% of All Funds
16.98%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
0.52%
New
182
Increased
352
Reduced
484
Closed
68
Calls
$1.16B
Puts
$1.29B
Net Calls
-$132M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
801
Heritage Wealth Advisors
Virginia
$474K
DAS
802
Dynamic Advisor Solutions
Arizona
$473K +$110K +171 +35%
MCCP
803
Mission Creek Capital Partners
California
$470K +$418K +652 New
PCM
804
Penn Capital Management
Pennsylvania
$468K -$142K -221 -25%
KA
805
Klingman & Associates
New York
$467K
GKWIM
806
Gerber Kawasaki Wealth & Investment Management
California
$467K +$642 +1 +0.2%
WA
807
Win Advisors
Florida
$467K +$415K +647 New
FPGK
808
Financial Partners Group (Kansas)
Kansas
$462K -$19.3K -30 -4%
Kovitz Investment Group Partners
809
Kovitz Investment Group Partners
Illinois
$457K +$73.2K +114 +22%
CP
810
Cumberland Partners
Ontario, Canada
$457K +$407K +634 New
VFA
811
Valeo Financial Advisors
Indiana
$451K -$2.57K -4 -0.6%
FMLI
812
Fukoku Mutual Life Insurance
Japan
$451K +$16K +25 +4%
WANY
813
Wealthspire Advisors (New York)
New York
$449K -$8.98K -14 -2%
MAWA
814
Moss Adams Wealth Advisors
Washington
$448K +$67.4K +105 +20%
BIAS
815
Beacon Investment Advisory Services
New Jersey
$447K
OIA
816
OneDigital Investment Advisors
Kansas
$443K +$57.1K +89 +17%
CB
817
CNB Bank
Pennsylvania
$441K +$58.4K +91 +18%
SF
818
Synovus Financial
Georgia
$438K +$390K +608 New
CA
819
Calton & Associates
Florida
$438K +$642 +1 +0.2%
ECM
820
Elgethun Capital Management
South Dakota
$435K
SCP
821
Sandhill Capital Partners
New York
$434K +$64.2K +100 +20%
SGCA
822
Steel Grove Capital Advisors
Tennessee
$433K
FCP
823
Fidelis Capital Partners
Florida
$431K +$76.4K +119 +25%
UF
824
Univest Financial
Pennsylvania
$429K +$35.3K +55 +10%
BAM
825
BOS Asset Management
Illinois
$424K +$51.3K +80 +16%

URI Hedge Fund Activity: Q1 2024 in Review

1,179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2024, worth a combined $44B — up 16% from $38B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new URI positions and 68 closed out — a net gain of 114 holders — while 352 added to existing stakes and 484 trimmed.

The largest buyer was Franklin Resources, adding an estimated $540M. The largest seller was Morgan Stanley, cutting an estimated $1.01B.

  • 1,179 institutional investors held United Rentals (URI) as of Q1 2024, up from 1,077 in Q4 2023.
  • Funds reported $44B of United Rentals stock for Q1 2024, up 16% quarter-over-quarter.
  • 182 funds opened new United Rentals positions in Q1 2024 and 68 closed out, a net change of +114 holders.
  • The largest United Rentals buyer in Q1 2024 was Franklin Resources, an estimated $540M added.
  • The largest United Rentals seller in Q1 2024 was Morgan Stanley, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2024.