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United Rentals

419 hedge funds and large institutions have $7.77B invested in United Rentals in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 142 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 43

88% more funds holding in top 10

Funds holding in top 10: 1732 (+15)

58% more call options, than puts

Call options by funds: $216M | Put options by funds: $137M

30% more capital invested

Capital invested by funds: $5.97B → $7.77B (+$1.8B)

12% more funds holding

Funds holding: 375419 (+44)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

3.57% less ownership

Funds ownership: 110.8%107.23% (-3.6%)

Holders
419
Holders Change
+44
Holders Change %
+11.73%
% of All Funds
12.16%
Holding in Top 10
32
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+88.24%
% of All Funds
0.93%
New
92
Increased
142
Reduced
156
Closed
43
Calls
$216M
Puts
$137M
Net Calls
+$79.5M
Net Calls Change
+$81.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M +$12M +178,799 +4%
MCM
2
Marcato Capital Management
California
$343M
Ameriprise
3
Ameriprise
Minnesota
$284M -$20.1M -300,312 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M -$6.3M -94,100 -3%
Wells Fargo
5
Wells Fargo
California
$244M +$8.39M +125,290 +4%
BFA
6
BlackRock Fund Advisors
California
$203M +$14.2M +211,662 +9%
BIT
7
BlackRock Institutional Trust
California
$198M -$766K -11,429 -0.4%
State Street
8
State Street
Massachusetts
$184M -$3.83M -57,154 -2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$167M -$27.7M -413,464 -16%
Franklin Resources
10
Franklin Resources
California
$152M +$6.33M +94,440 +5%
Macquarie Group
11
Macquarie Group
Australia
$151M -$4.64M -69,324 -3%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$147M -$2.15M -32,046 -2%
American Century Companies
13
American Century Companies
Missouri
$138M -$39.5M -589,560 -25%
Bank of America
14
Bank of America
North Carolina
$133M +$1.43M +21,295 +1%
Invesco
15
Invesco
Georgia
$105M +$5.69M +84,950 +7%
O
16
OppenheimerFunds
New York
$104M -$34.7M -517,620 -28%
Morgan Stanley
17
Morgan Stanley
New York
$103M +$5.82M +86,907 +7%
OAMG
18
Odey Asset Management Group
United Kingdom
$102M +$34.5M +514,505 +65%
Brown Advisory
19
Brown Advisory
Maryland
$96M +$1.44M +21,437 +2%
FAM
20
Fred Alger Management
New York
$94.6M +$25.5M +381,178 +46%
SONJCPFA
21
State of New Jersey Common Pension Fund A
New Jersey
$90.8M -$18.9M -282,000 -19%
CCM
22
Cornerstone Capital Management
Minnesota
$85.8M -$26M -388,062 -26%
UIM
23
USS Investment Management
United Kingdom
$85.6M
RIM
24
Rainier Investment Management
Washington
$84.5M +$3.36M +50,210 +5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$81M +$901K +13,454 +1%

URI Hedge Fund Activity: Q4 2013 in Review

419 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2013, worth a combined $7.77B — up 30% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new URI positions and 43 closed out — a net gain of 49 holders — while 142 added to existing stakes and 156 trimmed.

The largest buyer was OMERS Administration Corp, opening a new position worth an estimated $38.3M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $125M sold.

  • 419 institutional investors held United Rentals (URI) as of Q4 2013, up from 375 in Q3 2013.
  • Funds reported $7.77B of United Rentals stock for Q4 2013, up 30% quarter-over-quarter.
  • 92 funds opened new United Rentals positions in Q4 2013 and 43 closed out, a net change of +49 holders.
  • The largest United Rentals buyer in Q4 2013 was OMERS Administration Corp, an estimated $38.3M added.
  • The largest United Rentals seller in Q4 2013 was Marsico Capital Management, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2013.