We are live on ! Find out more
URI icon

United Rentals

909 hedge funds and large institutions have $21.1B invested in United Rentals in 2021 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 290 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 71

8% more funds holding

Funds holding: 842909 (+67)

1.45% less ownership

Funds ownership: 91.39%89.94% (-1.4%)

9% less capital invested

Capital invested by funds: $23.2B → $21.1B (-$2.05B)

12% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 328

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

46% less call options, than puts

Call options by funds: $406M | Put options by funds: $750M

Holders
909
Holders Change
+67
Holders Change %
+7.96%
% of All Funds
13.99%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.26%
New
146
Increased
290
Reduced
328
Closed
71
Calls
$406M
Puts
$750M
Net Calls
-$344M
Net Calls Change
-$63.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
876
Clean Yield Group
Vermont
$5K
GLLW
877
Graves Light Lenhart Wealth
Virginia
$5K
TFP
878
Tilia Fiduciary Partners
North Carolina
$5K +$5.35K +15 New
TFO
879
Tarbox Family Office
California
$4K
SC
880
Schubert & Co
Texas
$4K +$3.92K +11 New
WIM
881
Westside Investment Management
California
$3.1K -$23.5K -66 -0.7%
ANBT
882
American National Bank & Trust
Texas
$3K
AA
883
Ancora Advisors
Ohio
$3K
BFC
884
Bedel Financial Consulting
Indiana
$3K
CFA
885
Carroll Financial Associates
North Carolina
$3K
EWM
886
Edge Wealth Management
New York
$3K
FMP
887
Financial Management Professionals
Texas
$3K
TFS
888
TrustCore Financial Services
Tennessee
$3K
HH
889
HWG Holdings
Texas
$3K +$2.85K +8 New
CWM
890
Curi Wealth Management
North Carolina
$3K +$3.92K +11 New
APP
891
Alpha Paradigm Partners
Illinois
$2K
VNA
892
Valley National Advisers
Pennsylvania
$2K
SIC
893
SJS Investment Consulting
Ohio
$2K +$2.14K +6 New
CWS
894
Confluence Wealth Services
Pennsylvania
$2K +$3.21K +9 New
SIS
895
Sound Income Strategies
Florida
$1K -$2.14K -6 -67%
CWP
896
Concord Wealth Partners
Virginia
$1K
TSW
897
Thompson Siegel & Walmsley
Virginia
$1K
CAL
898
Capital Advisors Ltd
Ohio
$1K +$713 +2 New
S
899
Surevest
California
$1K +$713 +2 New
AA
900
Addison Advisors
Vermont
$1K +$1.07K +3 New