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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
FCI
826
Financial Counselors Inc
Kansas
$208K -$14.8K -40 -8%
EFS
827
Essex Financial Services
Connecticut
$207K +$172K +465 New
SIM
828
Sentry Investment Management
Wisconsin
$205K
CIG
829
Cascade Investment Group
Colorado
$205K +$170K +460 New
RFG
830
Range Financial Group
Oregon
$205K -$233K -629 -58%
ECM
831
Evergreen Capital Management
Washington
$204K +$170K +459 New
CAL
832
Capital Analysts LLC
Pennsylvania
$204K -$21.9K -59 -11%
RCAG
833
Rehmann Capital Advisory Group
Michigan
$204K +$169K +457 New
CPSAC
834
Chas P. Smith & Associates (CPS)
Florida
$203K +$169K +456 New
RIA
835
Realta Investment Advisors
Delaware
$203K +$169K +455 New
CTC
836
Central Trust Company
Missouri
$200K -$37.1K -100 -18%
FCB
837
First County Bank
Connecticut
$200K +$167K +450 New
TNAM
838
Terra Nova Asset Management
New York
$200K +$167K +450 New
QCG
839
Quadrant Capital Group
Ohio
$199K -$9.63K -26 -5%
CAL
840
Capital Advisors Ltd
Ohio
$193K +$155K +417 +2,453%
UFF
841
USA Financial Formulas
Michigan
$188K +$10K +27 +7%
BC
842
Bartlett & Co
Ohio
$185K +$154K +415 New
AT
843
Avalon Trust
New Mexico
$185K
BCWM
844
Bartlett & Co Wealth Management
Ohio
$185K +$154K +415 New
OIA
845
Optimum Investment Advisors
Illinois
$145K -$37.1K -100 -24%
GRP
846
Global Retirement Partners
California
$140K -$39.3K -106 -25%
FMII
847
Farmers & Merchants Investments Inc
Nebraska
$134K
CF
848
Centaurus Financial
California
$133K +$5.19K +14 +5%
QT
849
Quantbot Technologies
New York
$133K -$2.59M -6,979 -96%
QC
850
Quent Capital
New York
$128K +$371 +1 +0.3%

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.