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United Rentals

540 hedge funds and large institutions have $8.3B invested in United Rentals in 2015 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 208 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 92.83%94.86% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 208

9% less funds holding

Funds holding: 592540 (-52)

22% less capital invested

Capital invested by funds: $10.7B → $8.3B (-$2.36B)

23% less call options, than puts

Call options by funds: $174M | Put options by funds: $226M

34% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 122

43% less funds holding in top 10

Funds holding in top 10: 2313 (-10)

Holders
540
Holders Change
-52
Holders Change %
-8.78%
% of All Funds
14.39%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.35%
New
80
Increased
201
Reduced
208
Closed
122
Calls
$174M
Puts
$226M
Net Calls
-$51.8M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$768M +$23.7M +263,837 +3%
JP
2
Jana Partners
New York
$510M +$503M +5,599,789 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$425M +$18.5M +205,733 +5%
State Street
4
State Street
Massachusetts
$363M -$31.1M -345,444 -8%
UBS AM
5
UBS AM
Illinois
$248M +$39.5M +439,244 +19%
BIT
6
BlackRock Institutional Trust
California
$230M -$915K -10,184 -0.4%
JHIU
7
Janus Henderson Investors US
Colorado
$138M +$2.25M +25,077 +2%
Bank of America
8
Bank of America
North Carolina
$131M -$104M -1,157,899 -45%
AllianceBernstein
9
AllianceBernstein
Tennessee
$125M +$2.58M +28,703 +2%
BFA
10
BlackRock Fund Advisors
California
$124M +$1.53M +17,051 +1%
Northern Trust
11
Northern Trust
Illinois
$117M -$449K -5,000 -0.4%
Invesco
12
Invesco
Georgia
$111M +$6.42M +71,441 +6%
Morgan Stanley
13
Morgan Stanley
New York
$111M -$27.4M -304,666 -20%
JP Morgan Chase
14
JP Morgan Chase
New York
$102M +$62.2M +691,511 +160%
UBS Group
15
UBS Group
Switzerland
$101M +$14.3M +159,459 +17%
PCM
16
PAR Capital Management
Massachusetts
$98.5M +$12.2M +135,371 +14%
Ameriprise
17
Ameriprise
Minnesota
$95.1M -$56.9M -633,201 -38%
UIM
18
USS Investment Management
United Kingdom
$90.5M
Bessemer Group
19
Bessemer Group
New Jersey
$83.4M +$1.67M +18,584 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$82.2M -$39.7M -441,868 -33%
CS
21
Credit Suisse
Switzerland
$80.4M +$18.4M +204,677 +30%
Norges Bank
22
Norges Bank
Norway
$74.9M +$9.41M +104,698 +15%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$72.5M -$54.4M -604,694 -43%
SIM
24
Stelliam Investment Management
New York
$71.1M +$19.6M +217,500 +39%
Brown Advisory
25
Brown Advisory
Maryland
$71M +$11.5M +128,294 +20%

URI Hedge Fund Activity: Q1 2015 in Review

540 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2015, worth a combined $8.3B — down 22% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of URI and 80 opened new positions — a net loss of 42 holders — while 208 trimmed existing stakes and 201 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $503M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.3B sold.

  • 540 institutional investors held United Rentals (URI) as of Q1 2015, down from 592 in Q4 2014.
  • Funds reported $8.3B of United Rentals stock for Q1 2015, down 22% quarter-over-quarter.
  • 80 funds opened new United Rentals positions in Q1 2015 and 122 closed out, a net change of -42 holders.
  • The largest United Rentals buyer in Q1 2015 was Jana Partners, an estimated $503M added.
  • The largest United Rentals seller in Q1 2015 was Americafirst Capital Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2015.