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Herc Holdings

382 hedge funds and large institutions have $9.95B invested in Herc Holdings in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 114 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 114

1.9% more ownership

Funds ownership: 32.23%34.13% (+1.9%)

5% less call options, than puts

Call options by funds: $222M | Put options by funds: $233M

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 389382 (-7)

8% less capital invested

Capital invested by funds: $10.8B → $9.95B (-$836M)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
382
Holders Change
-7
Holders Change %
-1.8%
% of All Funds
10.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.45%
New
54
Increased
161
Reduced
114
Closed
58
Calls
$222M
Puts
$233M
Net Calls
-$11.4M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$1.13B
JP
2
Jana Partners
New York
$906M +$930M +13,927,158 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$575M +$40.5M +605,606 +7%
GCM
4
Glenview Capital Management
New York
$489M +$89.1M +1,333,333 +22%
Goldman Sachs
5
Goldman Sachs
New York
$350M +$77.5M +1,160,321 +27%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$313M +$25.9M +388,419 +9%
Tiger Global Management
7
Tiger Global Management
New York
$308M -$1.17M -17,583 -0.4%
IAM
8
Iridian Asset Management
Connecticut
$302M +$30.5M +457,038 +11%
YCMGA
9
York Capital Management Global Advisors
New York
$266M -$27.2M -407,655 -9%
FTCM
10
Fir Tree Capital Management
New York
$246M -$84.8M -1,268,930 -25%
BIT
11
BlackRock Institutional Trust
California
$236M +$5.8M +86,840 +2%
HCM
12
Highfields Capital Management
Massachusetts
$199M
State Street
13
State Street
Massachusetts
$188M +$2.98M +44,640 +2%
TCIM
14
TIAA CREF Investment Management
New York
$162M +$9.14M +136,780 +6%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$142M +$4.72M +70,617 +3%
OCAM
16
Owl Creek Asset Management
New York
$133M +$34.3M +513,628 +33%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$133M -$59.9M -896,828 -31%
SIM
18
SRS Investment Management
New York
$129M -$202M -3,019,611 -60%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$111M -$85.3M -1,276,787 -43%
Capital World Investors
20
Capital World Investors
California
$108M +$111M +1,666,667 New
WCMNY
21
Westchester Capital Management (New York)
New York
$102M +$33.8M +505,414 +48%
IIM
22
Ivory Investment Management
New York
$94.1M -$10.1M -151,898 -9%
AAM
23
Amerigo Asset Management
Cayman Islands
$91.3M +$93.7M +1,403,333 New
Primecap Management
24
Primecap Management
California
$87.6M +$47.6M +712,733 +112%
UBS Group
25
UBS Group
Switzerland
$86.2M +$50.3M +753,196 +132%

HRI Hedge Fund Activity: Q1 2015 in Review

382 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q1 2015, worth a combined $9.95B — down 7.8% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of HRI and 54 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 161 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $930M. The largest seller was SRS Investment Management, cutting an estimated $202M.

  • 382 institutional investors held Herc Holdings (HRI) as of Q1 2015, down from 389 in Q4 2014.
  • Funds reported $9.95B of Herc Holdings stock for Q1 2015, down 7.8% quarter-over-quarter.
  • 54 funds opened new Herc Holdings positions in Q1 2015 and 58 closed out, a net change of -4 holders.
  • The largest Herc Holdings buyer in Q1 2015 was Jana Partners, an estimated $930M added.
  • The largest Herc Holdings seller in Q1 2015 was SRS Investment Management, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2015.