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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
SC
126
Shellback Capital
Massachusetts
$23.6M +$19.7M +53,100 New
PCH
127
Polar Capital Holdings
United Kingdom
$23.1M -$7.8M -21,043 -29%
IGAM
128
iA Global Asset Management
Quebec, Canada
$23.1M +$19.2M +51,820 New
American Century Companies
129
American Century Companies
Missouri
$23M +$1.81M +4,891 +10%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$22.8M -$10.2M -27,424 -35%
Truist Financial
131
Truist Financial
North Carolina
$22.6M +$438K +1,183 +2%
SI
132
Scout Investments
Missouri
$22.5M +$7.98M +21,524 +74%
Aviva
133
Aviva
United Kingdom
$22.1M -$2.37M -6,384 -11%
CG
134
Colony Group
Massachusetts
$21.9M -$7.65M -20,649 -30%
ASC
135
Atalanta Sosnoff Capital
New York
$21.3M +$17.7M +47,865 New
FP
136
Foundry Partners
Minnesota
$21M +$1.53M +4,139 +10%
LSV Asset Management
137
LSV Asset Management
Illinois
$20.9M +$376K +1,015 +2%
Cerity Partners
138
Cerity Partners
New York
$20.8M +$10.4M +28,110 +152%
GF
139
Gabelli Funds
New York
$20.6M +$1.15M +3,100 +7%
Axa
140
Axa
France
$20.5M -$3.07M -8,281 -15%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$20.2M +$2.11M +5,695 +14%
AAMU
142
AEGON Asset Management (UK)
United Kingdom
$20M -$3.53M -9,515 -17%
PI
143
PineBridge Investments
New York
$19.8M -$5.8M -15,652 -26%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$19.7M +$4.97M +13,402 +44%
BWP
145
Baldwin Wealth Partners
Massachusetts
$19.5M +$120K +324 +0.7%
Federated Hermes
146
Federated Hermes
Pennsylvania
$19.3M -$13.8M -37,309 -46%
Citigroup
147
Citigroup
New York
$19.2M -$17.7M -47,661 -53%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$19M -$801K -2,162 -5%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$18.8M +$3.85M +10,400 +33%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$18.8M -$278K -750 -2%

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.