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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
C
876
Covestor
United Kingdom
$66K -$2.59K -7 -4%
FFA
877
Farther Finance Advisors
California
$65.9K +$1.48K +4 +3%
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.6K +$27.4K +74 +119%
BCMLT
879
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.9K +$11.1K +30 +30%
DMBA
880
Deseret Mutual Benefit Administrators
Utah
$57.5K -$1.11K -3 -2%
RDFA
881
Ritter Daniher Financial Advisory
Ohio
$55.7K
MS
882
Mizuho Securities
Japan
$53.4K +$44.5K +120 New
KFP
883
KB Financial Partners
New Jersey
$51K -$9.27K -25 -18%
AA
884
Ancora Advisors
Ohio
$50K +$741 +2 +2%
EBA
885
Eagle Bay Advisors
New York
$49K +$371 +1 +0.9%
BWM
886
BerganKDV Wealth Management
Minnesota
$45.9K -$371 -1 -1%
WT
887
Washington Trust
Rhode Island
$45.4K
DAM
888
Delta Asset Management
Tennessee
$44.5K
MCM
889
Manchester Capital Management
Vermont
$44.5K +$37.1K +100 New
CT
890
Colonial Trust
South Carolina
$44.1K +$12.6K +34 +52%
ADL
891
Asset Dedication LLC
California
$44K +$18.5K +50 +100%
RFA
892
Resurgent Financial Advisors
Georgia
$42.8K -$2.96K -8 -8%
SSG
893
Summit Securities Group
New York
$40K -$16.7K -45 -33%
JGIA
894
Jackson Grant Investment Advisers
Connecticut
$39.6K
BAAM
895
Baker Avenue Asset Management
California
$39.2K -$7.41K -20 -19%
EWA
896
EverSource Wealth Advisors
Alabama
$38.3K +$1.11K +3 +4%
BSB
897
Bangor Savings Bank
Maine
$38.3K -$1.48K -4 -4%
AP
898
Arlington Partners
Alabama
$36.5K +$9.63K +26 +46%
SF
899
Safeguard Financial
Wisconsin
$36K +$30.8K +83 New
WBC
900
Westpac Banking Corp
Australia
$35.6K -$2.77M -7,464 -99%

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.