We are live on ! Find out more
URI icon

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
GWSG
851
GPS Wealth Strategies Group
Colorado
$127K
HFM
852
Harvest Fund Management
China
$126K -$154K -415 -59%
PPC
853
Park Place Capital
Alabama
$119K -$17K -46 -15%
GG
854
Gleason Group
Kentucky
$112K +$371 +1 +0.4%
CG
855
Cutler Group
California
$112K -$170K -459 -64%
MSFP
856
Mark Sheptoff Financial Planning
Connecticut
$111K -$92.6K -250 -50%
DJSG
857
D.J. St. Germain
Massachusetts
$111K +$92.6K +250 New
CB
858
CNB Bank
Pennsylvania
$110K
SAM
859
Sycomore Asset Management
France
$108K +$60.4K +163 +187%
GWM
860
Geneos Wealth Management
Colorado
$108K +$51.5K +139 +135%
PWMG
861
Prestige Wealth Management Group
New Jersey
$106K
DCM
862
Disciplina Capital Management
Tennessee
$103K +$85.6K +231 New
UCB
863
United Community Bank
South Carolina
$98K +$13K +35 +19%
HNB
864
Huntington National Bank
Ohio
$95.3K -$1.11K -3 -1%
ELI
865
Empire Life Investments
Ontario, Canada
$94.4K
AA
866
Alta Advisers
United Kingdom
$89.1K +$74.1K +200 New
HIIFS
867
Harel Insurance Investments & Financial Services
Israel
$89K -$354K -956 -82%
Simplex Trading
868
Simplex Trading
Illinois
$89K
WSC
869
Wellington Shields & Co
New York
$87.3K
LCM
870
Laurion Capital Management
New York
$79.7K +$66.3K +179 New
CFD
871
Creative Financial Designs
Indiana
$78K +$19.3K +52 +42%
MPWT
872
MassMutual Private Wealth & Trust
Connecticut
$73K +$24.8K +67 +69%
DAC
873
Dividend Assets Capital
South Carolina
$73K
BTI
874
Blue Trust Inc
Georgia
$69K -$35.2K -95 -35%
WB
875
Webster Bank
Connecticut
$66.8K -$3.71K -10 -6%

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.