Herc Holdings
319 hedge funds and large institutions have $5.21B invested in Herc Holdings in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 37 closing their positions.
236% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $5.23M
108% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 37
19% more capital invested
Capital invested by funds: $4.37B → $5.21B (+$841M)
13% more funds holding
Funds holding: 283 → 319 (+36)
0.2% more ownership
Funds ownership: 96.65% → 96.86% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$233M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$83M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$75.9M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$67.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Theleme Partners
London,
United Kingdom
|
-$169M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$121M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$70.7M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$61.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$39.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
351
Blue Trust Inc
Alpharetta,
Georgia
| – | -$10.9K | -82 | Closed |
|
|
CPA
352
Capital Performance Advisors
Walnut Creek,
California
| – | -$12.6K | -79 | Closed |
|
|
FNWA
353
Financial Network Wealth Advisors
Murray,
Utah
| – | -$1.27K | -8 | Closed |
|
|
BF
354
BOK Financial
Tulsa,
Oklahoma
| – | -$310 | -2 | Closed |
|
|
CA
355
Claris Advisors
St. Louis,
Missouri
| – | -$319 | -2 | Closed |
|
356
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$159 | -1 | Closed |
|
HRI Hedge Fund Activity: Q4 2024 in Review
319 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q4 2024, worth a combined $5.21B — up 19% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new HRI positions and 37 closed out — a net gain of 40 holders — while 103 added to existing stakes and 110 trimmed.
The largest buyer was Capital World Investors, adding an estimated $233M. The largest seller was Theleme Partners, exiting entirely with an estimated $169M sold.
- 319 institutional investors held Herc Holdings (HRI) as of Q4 2024, up from 283 in Q3 2024.
- Funds reported $5.21B of Herc Holdings stock for Q4 2024, up 19% quarter-over-quarter.
- 77 funds opened new Herc Holdings positions in Q4 2024 and 37 closed out, a net change of +40 holders.
- The largest Herc Holdings buyer in Q4 2024 was Capital World Investors, an estimated $233M added.
- The largest Herc Holdings seller in Q4 2024 was Theleme Partners, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2024.