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Herc Holdings

370 hedge funds and large institutions have $8.41B invested in Herc Holdings in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 123 increasing their positions, 154 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $288M | Put options by funds: $194M

0.44% more ownership

Funds ownership: 34.13%34.57% (+0.44%)

3% less funds holding

Funds holding: 382370 (-12)

15% less capital invested

Capital invested by funds: $9.95B → $8.41B (-$1.54B)

20% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 154

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
370
Holders Change
-12
Holders Change %
-3.14%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.3%
New
39
Increased
123
Reduced
154
Closed
50
Calls
$288M
Puts
$194M
Net Calls
+$94.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$941M
JP
2
Jana Partners
New York
$760M +$3.25M +52,576 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M +$8.16M +132,020 +1%
Goldman Sachs
4
Goldman Sachs
New York
$392M +$114M +1,837,572 +34%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$378M +$132M +2,137,516 +44%
GCM
6
Glenview Capital Management
New York
$319M -$101M -1,640,618 -22%
IAM
7
Iridian Asset Management
Connecticut
$316M +$72.7M +1,176,771 +25%
FTCM
8
Fir Tree Capital Management
New York
$234M +$31.9M +516,384 +14%
YCMGA
9
York Capital Management Global Advisors
New York
$199M -$25.7M -416,300 -10%
BIT
10
BlackRock Institutional Trust
California
$190M -$8.83M -142,917 -4%
HCM
11
Highfields Capital Management
Massachusetts
$166M
State Street
12
State Street
Massachusetts
$140M -$19M -307,165 -11%
TCIM
13
TIAA CREF Investment Management
New York
$128M -$7.72M -124,934 -5%
SC
14
Sasco Capital
Connecticut
$126M +$143M +2,319,293 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$116M +$5.77M +93,349 +5%
OCAM
16
Owl Creek Asset Management
New York
$111M -$83.1K -1,344 -0.1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$107M -$12.9M -208,484 -10%
GC
18
Greenlight Capital
New York
$97.8M +$111M +1,800,000 New
SIM
19
SRS Investment Management
New York
$97.3M -$11.7M -189,603 -10%
AAM
20
Amerigo Asset Management
Cayman Islands
$95.2M +$21.5M +347,711 +25%
WCMNY
21
Westchester Capital Management (New York)
New York
$94M +$10.3M +167,133 +11%
Capital World Investors
22
Capital World Investors
California
$90.6M
Fidelity Investments
23
Fidelity Investments
Massachusetts
$89.5M -$4.12M -66,670 -4%
LAM
24
Lyrical Asset Management
New York
$84.2M +$16.4M +264,659 +21%
Primecap Management
25
Primecap Management
California
$80.1M +$7.8M +126,133 +9%

HRI Hedge Fund Activity: Q2 2015 in Review

370 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q2 2015, worth a combined $8.41B — down 15% from $9.95B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HRI and 39 opened new positions — a net loss of 11 holders — while 154 trimmed existing stakes and 123 added.

The largest buyer was Sasco Capital, opening a new position worth an estimated $143M. The largest seller was Tiger Global Management, exiting entirely with an estimated $308M sold.

  • 370 institutional investors held Herc Holdings (HRI) as of Q2 2015, down from 382 in Q1 2015.
  • Funds reported $8.41B of Herc Holdings stock for Q2 2015, down 15% quarter-over-quarter.
  • 39 funds opened new Herc Holdings positions in Q2 2015 and 50 closed out, a net change of -11 holders.
  • The largest Herc Holdings buyer in Q2 2015 was Sasco Capital, an estimated $143M added.
  • The largest Herc Holdings seller in Q2 2015 was Tiger Global Management, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2015.