We are live on ! Find out more
HRI icon

Herc Holdings
HRI

170 hedge funds and large institutions have $1.36B invested in Herc Holdings in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.26B → $1.36B (+$105M)

1.81% more ownership

Funds ownership: 95.11% → 96.91% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

2% less funds holding

Funds holding: 174 → 170 (-4)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

61% less call options, than puts

Call options by funds: $872K | Put options by funds: $2.23M

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
51
Reduced
56
Closed
29
Calls
$872K
Puts
$2.23M
Net Calls
-$1.36M
Net Calls Change
-$2.41M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$35.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10M
3
Morgan Stanley
Morgan Stanley
New York
+$9.63M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$9.23M
5
Wells Fargo
Wells Fargo
California
+$8.24M

Top Sellers

1
N
Nuveen
North Carolina
-$13.9M
2
PF
Phoenix Financial
Israel
-$8.96M
3
SSA
Schonfeld Strategic Advisors
New York
-$8.82M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$8.12M
5
IAM
Impala Asset Management
Florida
-$6.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
176
Spark Investment Management
New York
– -$324K -6,979 Closed
SLF
177
Sun Life Financial
Ontario, Canada
– -$305K -6,548 Closed
OAC
178
OMERS Administration Corp
Ontario, Canada
– -$265K -5,700 Closed
HF
179
HRT Financial
New York
– -$246K -5,310 Closed
QT
180
Quantbot Technologies
New York
– -$144K -3,101 Closed
QT
181
Quantamental Technologies
New York
– -$73K -1,578 Closed
PVH
182
Psagot Value Holdings
Israel
– -$28K -600 Closed
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -322 Closed
HNB
184
Huntington National Bank
Ohio
– -$8K -173 Closed
CFGS
185
Concourse Financial Group Securities
Alabama
– -$2.38K -51 Closed
IA
186
IFP Advisors
Florida
– -$607 -13 -93%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
– +$233 +5 New
OPS
188
Orion Portfolio Solutions
Nebraska
– +$420 +9 New
CCA
189
Column Capital Advisors
Indiana
– +$513 +11 New
4 5 6 7
8

HRI Hedge Fund Activity: Q4 2019 in Review

170 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q4 2019, worth a combined $1.36B — up 8.3% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HRI and 26 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 51 added.

The largest buyer was Goldman Sachs, adding an estimated $35.6M. The largest seller was Nuveen, cutting an estimated $13.9M.

  • 170 institutional investors held Herc Holdings (HRI) as of Q4 2019, down from 174 in Q3 2019.
  • Funds reported $1.36B of Herc Holdings stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 26 funds opened new Herc Holdings positions in Q4 2019 and 29 closed out, a net change of -3 holders.
  • The largest Herc Holdings buyer in Q4 2019 was Goldman Sachs, an estimated $35.6M added.
  • The largest Herc Holdings seller in Q4 2019 was Nuveen, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.