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Herc Holdings

331 hedge funds and large institutions have $4.35B invested in Herc Holdings in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 94 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 94

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $48.4M

0.58% more ownership

Funds ownership: 32.14%32.73% (+0.58%)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

2% less funds holding

Funds holding: 339331 (-8)

29% less capital invested

Capital invested by funds: $6.1B → $4.35B (-$1.75B)

Holders
331
Holders Change
-8
Holders Change %
-2.36%
% of All Funds
8.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
55
Increased
132
Reduced
94
Closed
60
Calls
$55.5M
Puts
$48.4M
Net Calls
+$7.07M
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$671M
GCM
2
Glenview Capital Management
New York
$292M +$44.1M +1,500,000 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$277M +$4.2M +142,951 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$259M +$7.71M +262,580 +3%
IAM
5
Iridian Asset Management
Connecticut
$137M -$22.3M -760,736 -15%
AAM
6
Amerigo Asset Management
Cayman Islands
$124M +$38.7M +1,319,034 +51%
Morgan Stanley
7
Morgan Stanley
New York
$114M +$20M +681,529 +23%
SC
8
Sasco Capital
Connecticut
$113M +$5.5M +187,198 +5%
HCM
9
Highfields Capital Management
Massachusetts
$105M +$28.7M +976,667 +41%
SIM
10
SRS Investment Management
New York
$105M -$20.6M -700,000 -17%
BIT
11
BlackRock Institutional Trust
California
$99.7M -$2.46M -83,819 -3%
TCIM
12
TIAA CREF Investment Management
New York
$88.5M +$18.4M +625,591 +29%
State Street
13
State Street
Massachusetts
$84.8M +$6.09M +207,296 +8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$82.2M +$10.9M +371,198 +17%
FTCM
15
Fir Tree Capital Management
New York
$81.9M -$93.5M -3,181,750 -55%
Jennison Associates
16
Jennison Associates
New York
$78.5M +$9.06M +308,269 +14%
LAM
17
Lyrical Asset Management
New York
$72.1M +$10.9M +371,997 +19%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$55.1M +$1.56M +52,981 +3%
Coatue Management
19
Coatue Management
New York
$54.5M +$50.7M +1,726,386 New
GI
20
GAMCO Investors
Connecticut
$54.3M +$11.5M +390,295 +29%
Primecap Management
21
Primecap Management
California
$49M +$641K +21,833 +1%
Harris Associates
22
Harris Associates
Illinois
$48.4M +$17.9M +610,150 +66%
Wells Fargo
23
Wells Fargo
California
$46.5M +$6.47M +220,409 +18%
Norges Bank
24
Norges Bank
Norway
$43.8M +$1.9M +64,706 +5%
TA
25
Teachers Advisors
New York
$42.5M +$22.1M +752,697 +127%

HRI Hedge Fund Activity: Q1 2016 in Review

331 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q1 2016, worth a combined $4.35B — down 29% from $6.1B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HRI and 55 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 132 added.

The largest buyer was Coatue Management, opening a new position worth an estimated $50.7M. The largest seller was Goldman Sachs, cutting an estimated $216M.

  • 331 institutional investors held Herc Holdings (HRI) as of Q1 2016, down from 339 in Q4 2015.
  • Funds reported $4.35B of Herc Holdings stock for Q1 2016, down 29% quarter-over-quarter.
  • 55 funds opened new Herc Holdings positions in Q1 2016 and 60 closed out, a net change of -5 holders.
  • The largest Herc Holdings buyer in Q1 2016 was Coatue Management, an estimated $50.7M added.
  • The largest Herc Holdings seller in Q1 2016 was Goldman Sachs, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2016.