Herc Holdings
281 hedge funds and large institutions have $3.93B invested in Herc Holdings in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 98 reducing their positions, and 29 closing their positions.
217% more call options, than puts
Call options by funds: $49.7M | Put options by funds: $15.7M
66% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 29
26% more capital invested
Capital invested by funds: $3.12B → $3.93B (+$812M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 265 → 281 (+16)
0.74% more ownership
Funds ownership: 92.61% → 93.35% (+0.74%)
6% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$38.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$25M |
| 3 |
TP
Theleme Partners
London,
United Kingdom
|
+$20.8M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$16.6M |
| 5 |
DAM
Dorsey Asset Management
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$32M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$31.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.6M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$14.1M |
| 5 |
Millennium Management
New York
|
-$12.1M |
HRI Hedge Fund Activity: Q4 2023 in Review
281 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q4 2023, worth a combined $3.93B — up 26% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HRI positions and 29 closed out — a net gain of 19 holders — while 92 added to existing stakes and 98 trimmed.
The largest buyer was Invesco, adding an estimated $38.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $32M sold.
- 281 institutional investors held Herc Holdings (HRI) as of Q4 2023, up from 265 in Q3 2023.
- Funds reported $3.93B of Herc Holdings stock for Q4 2023, up 26% quarter-over-quarter.
- 48 funds opened new Herc Holdings positions in Q4 2023 and 29 closed out, a net change of +19 holders.
- The largest Herc Holdings buyer in Q4 2023 was Invesco, an estimated $38.7M added.
- The largest Herc Holdings seller in Q4 2023 was Macquarie Group, an estimated $32M sold.
Based on aggregated 13F filings for Q4 2023.