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United Rentals

1,330 hedge funds and large institutions have $42.6B invested in United Rentals in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 467 increasing their positions, 447 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 103

8% more funds holding

Funds holding: 1,2371,330 (+93)

4% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 447

2% less call options, than puts

Call options by funds: $862M | Put options by funds: $881M

4.22% less ownership

Funds ownership: 94.64%90.42% (-4.2%)

14% less capital invested

Capital invested by funds: $49.4B → $42.6B (-$6.85B)

29% less funds holding in top 10

Funds holding in top 10: 4230 (-12)

Holders
1,330
Holders Change
+93
Holders Change %
+7.52%
% of All Funds
17.52%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
216
Increased
467
Reduced
447
Closed
103
Calls
$862M
Puts
$881M
Net Calls
-$18.6M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1101
BlueStem Wealth Partners
Minnesota
$205K +$236K +290 New
PFPT
1102
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K -$25.2K -31 -10%
JMFC
1103
J.M. Forbes & Co
Massachusetts
$204K
FPCP
1104
Fort Point Capital Partners
California
$204K +$813 +1 +0.3%
ISFAN
1105
Investor's Fiduciary Advisor Network
Washington
$203K +$234K +288 New
DLCIG
1106
D.L. Carlson Investment Group
New Hampshire
$203K
CCG
1107
Catalina Capital Group
California
$203K +$6.5K +8 +3%
BDFN
1108
Bond & Devick Financial Network
Minnesota
$202K
CWG
1109
Cornerstone Wealth Group
North Carolina
$202K -$813 -1 -0.3%
LFP
1110
Leeward Financial Partners
Washington
$202K
FFA
1111
Founders Financial Alliance
North Carolina
$200K -$16.3K -20 -7%
MWM
1112
Marion Wealth Management
Pennsylvania
$200K +$4.06K +5 +2%
HCM
1113
Highview Capital Management
Illinois
$200K
GLF
1114
Groupe la Francaise
France
$196K +$224K +275 New
AIP
1115
Alexis Investment Partners
Texas
$192K +$222K +273 New
CT
1116
Colonial Trust
South Carolina
$187K +$9.75K +12 +5%
BCWM
1117
Bartlett & Co Wealth Management
Ohio
$187K
GG
1118
Gleason Group
Kentucky
$180K +$813 +1 +0.4%
SIM
1119
Sentry Investment Management
Wisconsin
$180K -$34.1K -42 -14%
DJSG
1120
D.J. St. Germain
Massachusetts
$178K
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$176K
CTC
1122
Cetera Trust Company
Minnesota
$173K
PWMG
1123
Prestige Wealth Management Group
New Jersey
$169K
OC
1124
Oarsman Capital
Wisconsin
$165K -$9.75K -12 -5%
ZB
1125
Zions Bancorporation
Utah
$163K