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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
CCA
826
Checchi Capital Advisers
California
$420K +$13.5K +21 +4%
I
827
InceptionR
California
$415K +$370K +576 New
LI
828
LVZ Inc
Michigan
$415K -$27.6K -43 -7%
EWM
829
Evercore Wealth Management
New York
$414K +$642 +1 +0.2%
PWPS
830
Pinnacle Wealth Planning Services
Ohio
$411K -$3.85K -6 -1%
HI
831
Hudock Inc
Pennsylvania
$408K +$642 +1 +0.2%
AF
832
Allworth Financial
California
$408K +$80.9K +126 +29%
GM
833
GeoWealth Management
Illinois
$407K +$160K +249 +79%
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$406K -$45.6K -71 -11%
CT
835
ClearAlpha Technologies
Connecticut
$405K +$360K +561 New
RSWM
836
Robertson Stephens Wealth Management
California
$402K +$358K +558 New
AP
837
Americana Partners
Texas
$402K -$3.85K -6 -1%
DWT
838
Dorsey & Whitney Trust
South Dakota
$402K +$19.3K +30 +6%
EFG
839
Everhart Financial Group
Ohio
$398K +$12.8K +20 +4%
KIA
840
Knollwood Investment Advisory
Maryland
$397K -$133K -207 -27%
PWM
841
Perigon Wealth Management
California
$393K -$55.8K -87 -14%
SIG
842
Sargent Investment Group
Maryland
$393K +$4.49K +7 +1%
PIM
843
Plato Investment Management
Australia
$393K +$348K +542 +18,067%
KFI
844
Key Financial Inc
Pennsylvania
$392K
WBCM
845
Wilson & Boucher Capital Management
California
$390K -$46.8K -73 -12%
CWM
846
Cornerstone Wealth Management
Missouri
$390K +$26.3K +41 +8%
GWANC
847
Guardian Wealth Advisors (North Carolina)
North Carolina
$390K +$8.98K +14 +3%
BB
848
Burford Brothers
Texas
$389K -$4.49K -7 -1%
ACI
849
Alpha Cubed Investments
California
$388K +$32.7K +51 +10%
EWA
850
Encompass Wealth Advisors
Oregon
$387K +$344K +536 New

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.