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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
AWM
976
Atticus Wealth Management
Florida
$1.78K +$1.48K +4 New
CWC
977
Carolinas Wealth Consulting
North Carolina
$1.78K
NSIM
978
North Star Investment Management
Illinois
$1.78K
TWD
979
True Wealth Design
Ohio
$1.34K
HCP
980
Hexagon Capital Partners
Arkansas
$1.34K +$371 +1 +50%
TFA
981
Transamerica Financial Advisors
Florida
$1K
SS
982
Sunbelt Securities
Texas
$891 -$101K -272 -99%
WPA
983
West Paces Advisors
Georgia
$891 -$1.11K -3 -60%
TWP
984
TFO Wealth Partners
Ohio
$891
TFM
985
TFC Financial Management
Massachusetts
$891 +$741 +2 New
CA
986
Crewe Advisors
Utah
$446 +$371 +1 New
VAG
987
VisionPoint Advisory Group
Texas
$445 +$371 +1 New
Comerica Bank
988
Comerica Bank
Texas
$34 +$27.8M +74,908 New
PL
989
Perpetual Ltd
Australia
-$98.1M -247,971 Closed
MCM
990
Marsico Capital Management
Colorado
-$71.1M -179,585 Closed
TC
991
TwinBeech Capital
New York
-$39.8M -100,488 Closed
CF
992
Cantor Fitzgerald
New York
-$36.8M -93,111 Closed
JMPWA
993
JP Morgan Private Wealth Advisors
California
-$36.4M -91,963 Closed
IAIM
994
Industrial Alliance Investment Management
Quebec, Canada
-$20M -50,605 Closed
QC
995
Quadrature Capital
United Kingdom
-$17.4M -43,872 Closed
LIP
996
Lighthouse Investment Partners
Florida
-$15M -38,000 Closed
DCM
997
Driehaus Capital Management
Illinois
-$13.3M -33,663 Closed
Renaissance Technologies
998
Renaissance Technologies
New York
-$12.9M -32,523 Closed
DBG
999
De Burlo Group
Massachusetts
-$10.7M -27,000 Closed
Point72 Asset Management
1000
Point72 Asset Management
Connecticut
-$9.96M -26,880 Closed

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.