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United Rentals

982 hedge funds and large institutions have $25.1B invested in United Rentals in 2023 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 339 increasing their positions, 379 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

10% more capital invested

Capital invested by funds: $22.9B → $25.1B (+$2.18B)

4% more funds holding

Funds holding: 940982 (+42)

0.02% less ownership

Funds ownership: 93.86%93.84% (-0.02%)

3% less call options, than puts

Call options by funds: $859M | Put options by funds: $884M

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

11% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 379

Holders
982
Holders Change
+42
Holders Change %
+4.47%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
147
Increased
339
Reduced
379
Closed
86
Calls
$859M
Puts
$884M
Net Calls
-$25.2M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.22B +$13.4M +31,913 +0.4%
BlackRock
2
BlackRock
New York
$2.15B -$54.9M -130,592 -2%
State Street
3
State Street
Massachusetts
$1.32B -$34.1M -81,248 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$772M -$448M -1,067,649 -35%
Capital World Investors
5
Capital World Investors
California
$759M +$88.6M +210,886 +12%
Morgan Stanley
6
Morgan Stanley
New York
$682M -$13.9M -33,121 -2%
Norges Bank
7
Norges Bank
Norway
$673M +$20.7M +49,366 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$569M +$16.8M +39,917 +3%
Boston Partners
9
Boston Partners
Massachusetts
$489M +$97.4M +231,875 +23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$470M +$7.26M +17,289 +1%
PI
11
Putnam Investments
Massachusetts
$453M -$3.54M -8,422 -0.7%
Invesco
12
Invesco
Georgia
$387M +$23.3M +55,422 +6%
Bank of America
13
Bank of America
North Carolina
$366M +$5.55M +13,212 +1%
Impax Asset Management Group
14
Impax Asset Management Group
United Kingdom
$364M +$18.8M +44,854 +5%
LAM
15
Lyrical Asset Management
New York
$359M -$28.4M -67,660 -7%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$322M +$2.38M +5,675 +0.7%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$311M -$12.8M -30,378 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$305M +$182M +433,897 +129%
Northern Trust
19
Northern Trust
Illinois
$274M -$5.34M -12,704 -2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$258M -$43.5M -103,646 -14%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$229M -$53.9M -128,270 -18%
UBS AM
22
UBS AM
Illinois
$210M -$5.28M -12,575 -2%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$208M -$40M -95,205 -15%
Legal & General Group
24
Legal & General Group
United Kingdom
$191M -$1.63M -3,872 -0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$190M -$7.37M -17,540 -4%

URI Hedge Fund Activity: Q1 2023 in Review

982 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2023, worth a combined $25.1B — up 9.5% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new URI positions and 86 closed out — a net gain of 61 holders — while 339 added to existing stakes and 379 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $742M. The largest seller was Capital Research Global Investors, cutting an estimated $448M.

  • 982 institutional investors held United Rentals (URI) as of Q1 2023, up from 940 in Q4 2022.
  • Funds reported $25.1B of United Rentals stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 147 funds opened new United Rentals positions in Q1 2023 and 86 closed out, a net change of +61 holders.
  • The largest United Rentals buyer in Q1 2023 was Envestnet Asset Management, an estimated $742M added.
  • The largest United Rentals seller in Q1 2023 was Capital Research Global Investors, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2023.