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United Rentals
URI

1,077 hedge funds and large institutions have $38B invested in United Rentals in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 328 increasing their positions, 438 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 63

74% more funds holding in top 10

Funds holding in top 10: 27 → 47 (+20)

34% more capital invested

Capital invested by funds: $28.4B → $38B (+$9.58B)

9% more funds holding

Funds holding: 985 → 1,077 (+92)

4.5% more ownership

Funds ownership: 93.4% → 97.89% (+4.5%)

23% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.93B

25% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 438

Holders
1,077
Holders Change
+92
Holders Change %
+9.34%
% of All Funds
15.7%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.69%
New
170
Increased
328
Reduced
438
Closed
63
Calls
$1.49B
Puts
$1.93B
Net Calls
-$434M
Net Calls Change
-$224M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$849M
2
Morgan Stanley
Morgan Stanley
New York
+$733M
3
Bank of America
Bank of America
North Carolina
+$143M
4
WIM
Waverton Investment Management
United Kingdom
+$100M
5
JP Morgan Chase
JP Morgan Chase
New York
+$96.8M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$111M
3
Capital World Investors
Capital World Investors
California
-$100M
4
TP
Theleme Partners
United Kingdom
-$82.9M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Versant Capital Management
Arizona
$4.01K +$472 +1 +17%
BHWM
1052
Beaird Harris Wealth Management
Texas
$3.44K +$2.83K +6 New
RS
1053
Rakuten Securities
Japan
$3.44K +$2.83K +6 New
DF
1054
Dunhill Financial
United Kingdom
$3.17K +$2.83K +6 New
CIA
1055
Cape Investment Advisory
Georgia
$2.87K – – –
M
1056
MOTCO
Texas
$2.87K – – –
AP
1057
Aspect Partners
Virginia
$2.87K +$2.36K +5 New
IGWM
1058
ICA Group Wealth Management
Colorado
$2.87K +$2.36K +5 New
CAM
1059
ClariVest Asset Management
California
$2.29K -$8.96K -19 -83%
CWC
1060
Carolinas Wealth Consulting
North Carolina
$2.29K – – –
JWM
1061
Janiczek Wealth Management
Colorado
$2.29K – – –
NSIM
1062
North Star Investment Management
Illinois
$2.29K – – –
WPA
1063
West Paces Advisors
Georgia
$2.29K +$943 +2 +100%
W
1064
WealthCollab
Washington
$2.29K +$1.89K +4 New
VF
1065
VitalStone Financial
Texas
$2K – – –
AW
1066
Avion Wealth
Texas
$2K +$472 +1 +50%
SL
1067
Salomon & Ludwin
Virginia
$1.78K – – –
JFGIW
1068
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K -$9.43K -20 -87%
TWD
1069
True Wealth Design
Ohio
$1.72K – – –
LAM
1070
Lummis Asset Management
Texas
$1.72K +$1.42K +3 New
PMFA
1071
Plante Moran Financial Advisors
Michigan
$1.72K +$1.42K +3 New
PIM
1072
Plato Investment Management
Australia
$1.72K +$1.42K +3 New
TWP
1073
TFO Wealth Partners
Ohio
$1.15K -$1.42K -3 -60%
TFM
1074
TFC Financial Management
Massachusetts
$1.15K – – –
SA
1075
Scarborough Advisors
Maryland
$1.15K +$943 +2 New
41 42
43
44 45

URI Hedge Fund Activity: Q4 2023 in Review

1,077 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2023, worth a combined $38B — up 34% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new URI positions and 63 closed out — a net gain of 107 holders — while 328 added to existing stakes and 438 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $849M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $186M sold.

  • 1,077 institutional investors held United Rentals (URI) as of Q4 2023, up from 985 in Q3 2023.
  • Funds reported $38B of United Rentals stock for Q4 2023, up 34% quarter-over-quarter.
  • 170 funds opened new United Rentals positions in Q4 2023 and 63 closed out, a net change of +107 holders.
  • The largest United Rentals buyer in Q4 2023 was Capital Research Global Investors, an estimated $849M added.
  • The largest United Rentals seller in Q4 2023 was Brave Warrior Advisors, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2023.