Herc Holdings
281 hedge funds and large institutions have $4.38B invested in Herc Holdings in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 32 closing their positions.
283% more call options, than puts
Call options by funds: $22.9M | Put options by funds: $5.97M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $3.98B → $4.38B (+$398M)
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
0% more funds holding
Funds holding: 281 → 281 (0)
2.33% less ownership
Funds ownership: 94.55% → 92.22% (-2.3%)
19% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$30.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$26.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$16.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$52.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$32.7M |
| 3 |
ECP
Electron Capital Partners
New York
|
-$21.1M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$18.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$14.3M |
HRI Hedge Fund Activity: Q1 2024 in Review
281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q1 2024, worth a combined $4.38B — up 10% from $3.98B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HRI positions and 32 closed out — a net gain of 2 holders — while 92 added to existing stakes and 113 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $49.8M. The largest seller was Morgan Stanley, cutting an estimated $52.4M.
- 281 institutional investors held Herc Holdings (HRI) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $4.38B of Herc Holdings stock for Q1 2024, up 10% quarter-over-quarter.
- 34 funds opened new Herc Holdings positions in Q1 2024 and 32 closed out, a net change of +2 holders.
- The largest Herc Holdings buyer in Q1 2024 was Fidelity Investments, an estimated $49.8M added.
- The largest Herc Holdings seller in Q1 2024 was Morgan Stanley, an estimated $52.4M sold.
Based on aggregated 13F filings for Q1 2024.