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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
FCAG
926
First Capital Advisors Group
New Jersey
$20K +$16.7K +45 New
BFEC
927
Benjamin F. Edwards & Company
Missouri
$20K
PB
928
Pinnacle Bancorp
Nebraska
$19.6K
RG
929
Retirement Group
California
$19.6K
EARNEST Partners
930
EARNEST Partners
Georgia
$19.2K
RTC
931
Riverview Trust Company
Washington
$19.2K
LWANC
932
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8K
FAM
933
Fred Alger Management
New York
$17.4K -$7.38M -19,922 -100%
FDCC
934
Foster Dykema Cabot & Co
Massachusetts
$17K +$14.5K +39 New
RFG
935
RFP Financial Group
Georgia
$16.9K
BIA
936
Bell Investment Advisors
California
$16.5K -$371 -1 -3%
YAL
937
Your Advocates Ltd
Texas
$16.5K
IPW
938
Impact Partnership Wealth
Georgia
$15.1K +$12.6K +34 New
Loomis, Sayles & Company
939
Loomis, Sayles & Company
Massachusetts
$14K -$10.4K -28 -47%
WWP
940
WR Wealth Planners
Missouri
$13.8K +$11.5K +31 New
FGAM
941
Financial Gravity Asset Management
Texas
$12.9K +$18.2K +49 +12%
NRG
942
Nemes Rush Group
Michigan
$11.1K +$9.27K +25 New
GKIM
943
GW&K Investment Management
Massachusetts
$11K +$8.89K +24 New
CAM
944
ClariVest Asset Management
California
$10K -$22.4M -60,492 -100%
TFGT
945
TS Financial Group (TSFG)
Illinois
$10K +$1.48K +4 +22%
CP
946
Castleview Partners
Texas
$9.8K -$8.89K -24 -52%
CSC
947
Caldwell Sutter Capital
California
$9.8K +$7.78K +21 +2,100%
AAP
948
Arax Advisory Partners
Colorado
$8.92K -$1.48K -4 -17%
TFP
949
Tilia Fiduciary Partners
North Carolina
$8.91K
SIC
950
SJS Investment Consulting
Ohio
$7.57K -$741 -2 -11%

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.