Herc Holdings
243 hedge funds and large institutions have $3.51B invested in Herc Holdings in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more capital invested
Capital invested by funds: $2.93B → $3.51B (+$577M)
13% more call options, than puts
Call options by funds: $5.45M | Put options by funds: $4.82M
6% more funds holding
Funds holding: 229 → 243 (+14)
0.22% less ownership
Funds ownership: 94.39% → 94.17% (-0.22%)
23% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$55.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.7M |
| 3 |
Morgan Stanley
New York
|
+$35.5M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$28.7M |
| 5 |
Jennison Associates
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$40.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$40M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$26M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.3M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$16.5M |
HRI Hedge Fund Activity: Q4 2022 in Review
243 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q4 2022, worth a combined $3.51B — up 20% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HRI positions and 19 closed out — a net gain of 20 holders — while 70 added to existing stakes and 91 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $55.9M. The largest seller was Icahn Carl, cutting an estimated $40.1M.
- 243 institutional investors held Herc Holdings (HRI) as of Q4 2022, up from 229 in Q3 2022.
- Funds reported $3.51B of Herc Holdings stock for Q4 2022, up 20% quarter-over-quarter.
- 39 funds opened new Herc Holdings positions in Q4 2022 and 19 closed out, a net change of +20 holders.
- The largest Herc Holdings buyer in Q4 2022 was Fisher Asset Management, an estimated $55.9M added.
- The largest Herc Holdings seller in Q4 2022 was Icahn Carl, an estimated $40.1M sold.
Based on aggregated 13F filings for Q4 2022.