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United Rentals

668 hedge funds and large institutions have $12.3B invested in United Rentals in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 208 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.7B)

3% more funds holding

Funds holding: 649668 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less call options, than puts

Call options by funds: $398M | Put options by funds: $402M

1.01% less ownership

Funds ownership: 98.73%97.72% (-1%)

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 265

Holders
668
Holders Change
+19
Holders Change %
+2.93%
% of All Funds
13.48%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
83
Increased
208
Reduced
265
Closed
55
Calls
$398M
Puts
$402M
Net Calls
-$4.14M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B -$41.8M -248,790 -3%
BlackRock
2
BlackRock
New York
$903M -$5.34M -31,781 -0.6%
State Street
3
State Street
Massachusetts
$733M +$2M +11,908 +0.3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$352M -$17M -101,357 -5%
PI
5
Putnam Investments
Massachusetts
$330M +$5.84M +34,717 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$325M +$169M +1,003,915 +117%
LAM
7
Lyrical Asset Management
New York
$316M -$8.01M -47,650 -3%
Wells Fargo
8
Wells Fargo
California
$274M -$23.8M -141,623 -8%
Invesco
9
Invesco
Georgia
$253M -$6.85M -40,738 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$249M -$35.3M -209,897 -13%
Morgan Stanley
11
Morgan Stanley
New York
$209M +$25.4M +151,125 +14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$208M -$1.47M -8,734 -0.7%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$201M -$10.6M -63,349 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$199M +$3.6M +21,408 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$188M -$3.95M -23,515 -2%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$184M -$140M -830,681 -45%
TP
17
Theleme Partners
United Kingdom
$182M -$89.4M -532,000 -34%
Victory Capital Management
18
Victory Capital Management
Texas
$175M +$157M +934,233 +1,348%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$166M +$2.17M +12,921 +1%
Capital Research Global Investors
20
Capital Research Global Investors
California
$165M +$8.57K +51 +0%
Boston Partners
21
Boston Partners
Massachusetts
$157M -$8.73M -51,910 -5%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$154M +$64.2M +381,949 +76%
Northern Trust
23
Northern Trust
Illinois
$143M +$1.14M +6,754 +0.8%
Norges Bank
24
Norges Bank
Norway
$143M +$4.3M +25,606 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$140M +$686K +4,078 +0.5%

URI Hedge Fund Activity: Q3 2020 in Review

668 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2020, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new URI positions and 55 closed out — a net gain of 28 holders — while 208 added to existing stakes and 265 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $169M. The largest seller was Nordea Investment Management, cutting an estimated $140M.

  • 668 institutional investors held United Rentals (URI) as of Q3 2020, up from 649 in Q2 2020.
  • Funds reported $12.3B of United Rentals stock for Q3 2020, up 16% quarter-over-quarter.
  • 83 funds opened new United Rentals positions in Q3 2020 and 55 closed out, a net change of +28 holders.
  • The largest United Rentals buyer in Q3 2020 was T. Rowe Price Associates, an estimated $169M added.
  • The largest United Rentals seller in Q3 2020 was Nordea Investment Management, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2020.