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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
DMKJ
901
David M. Knott Jr
$35K
IWP
902
IAG Wealth Partners
Wisconsin
$33.4K
OAJ
903
Ogorek Anthony Joseph
New York
$32K
SVCP
904
Silicon Valley Capital Partners
California
$31.2K +$25.9K +70 New
TLCM
905
Twin Lakes Capital Management
California
$29.6K +$371 +1 +2%
LOIP
906
Live Oak Investment Partners
Texas
$28.9K
BWM
907
Baystate Wealth Management
Massachusetts
$27.8K
Jones Financial Companies
908
Jones Financial Companies
Missouri
$27.2K
CA
909
Centerpoint Advisors
Massachusetts
$27K
CFFP
910
Center for Financial Planning
Michigan
$26.7K
MA
911
MCF Advisors
Kentucky
$26.7K
BBHC
912
Brown Brothers Harriman & Co
New York
$26.7K -$7.78K -21 -26%
AF
913
Advisornet Financial
Minnesota
$26.3K -$10.4K -28 -32%
SCA
914
Stonebridge Capital Advisors
Minnesota
$24.9K
FMTCOCP
915
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
JWA
916
JFS Wealth Advisors
Pennsylvania
$23.6K -$1.48K -4 -7%
ACM
917
Antonetti Capital Management
Florida
$22.7K
CSWM
918
Cassady Schiller Wealth Management
Ohio
$22.3K
RFA
919
Register Financial Advisors
Georgia
$22.3K
RMC
920
Resources Management Corp
Connecticut
$22K -$130K -350 -88%
FRA
921
Front Row Advisors
California
$22K -$3.71K -10 -17%
VCM
922
Vigilant Capital Management
Maine
$22K
SFG
923
Steward Financial Group
Texas
$22K +$18.9K +51 New
SWA
924
Sutton Wealth Advisors
Florida
$21.8K +$1.11K +3 +7%
ZB
925
Zions Bancorporation
Utah
$20K

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.