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Herc Holdings

407 hedge funds and large institutions have $11.5B invested in Herc Holdings in 2014 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 174 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $896M | Put options by funds: $379M

0.23% more ownership

Funds ownership: 33.53%33.76% (+0.23%)

9% less capital invested

Capital invested by funds: $12.6B → $11.5B (-$1.1B)

12% less funds holding

Funds holding: 461407 (-54)

21% less funds holding in top 10

Funds holding in top 10: 3830 (-8)

32% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 174

45% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 105

Holders
407
Holders Change
-54
Holders Change %
-11.71%
% of All Funds
11.81%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.87%
New
58
Increased
119
Reduced
174
Closed
105
Calls
$896M
Puts
$379M
Net Calls
+$517M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$985M +$1.11B +12,933,333 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$659M +$13.3M +155,338 +2%
SIM
3
SRS Investment Management
New York
$508M +$99.7M +1,166,667 +21%
GCM
4
Glenview Capital Management
New York
$495M -$7.12M -83,334 -1%
FTCM
5
Fir Tree Capital Management
New York
$457M +$119M +1,395,223 +30%
Tiger Global Management
6
Tiger Global Management
New York
$402M +$365M +4,269,433 +421%
HCM
7
Highfields Capital Management
Massachusetts
$355M +$134M +1,565,842 +51%
YCMGA
8
York Capital Management Global Advisors
New York
$295M -$21.5M -251,907 -6%
JP
9
Jana Partners
New York
$279M +$144M +1,684,854 +85%
BIT
10
BlackRock Institutional Trust
California
$273M -$6.36M -74,484 -2%
IAM
11
Iridian Asset Management
Connecticut
$234M -$2.76M -32,280 -1%
Goldman Sachs
12
Goldman Sachs
New York
$234M +$60.5M +707,490 +30%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$232M +$7.31M +85,595 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$217M -$52.3M -611,453 -18%
Citigroup
15
Citigroup
New York
$207M +$218M +2,546,551 +1,451%
State Street
16
State Street
Massachusetts
$206M -$21.6M -253,259 -9%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$201M -$54.1M -633,323 -19%
JCMLC
18
JAT Capital Management LP (Connecticut)
Connecticut
$196M +$135M +1,581,545 +160%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$195M -$45.1M -527,620 -17%
SCM
20
SAB Capital Management
New York
$191M -$26.8M -313,215 -11%
TCIM
21
TIAA CREF Investment Management
New York
$169M -$17.2M -201,359 -8%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$153M +$47M +549,795 +38%
CWAM
23
Columbia Wanger Asset Management
Illinois
$119M -$74.4M -870,933 -36%
ACM
24
Altimeter Capital Management
Massachusetts
$115M +$47.7M +558,333 +59%
CPM
25
Chesapeake Partners Management
Maryland
$112M +$430K +5,033 +0.3%

HRI Hedge Fund Activity: Q3 2014 in Review

407 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q3 2014, worth a combined $11.5B — down 8.8% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of HRI and 58 opened new positions — a net loss of 47 holders — while 174 trimmed existing stakes and 119 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.11B. The largest seller was UBS, cutting an estimated $322M.

  • 407 institutional investors held Herc Holdings (HRI) as of Q3 2014, down from 461 in Q2 2014.
  • Funds reported $11.5B of Herc Holdings stock for Q3 2014, down 8.8% quarter-over-quarter.
  • 58 funds opened new Herc Holdings positions in Q3 2014 and 105 closed out, a net change of -47 holders.
  • The largest Herc Holdings buyer in Q3 2014 was Icahn Carl, an estimated $1.11B added.
  • The largest Herc Holdings seller in Q3 2014 was UBS, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2014.