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Herc Holdings
HRI

319 hedge funds and large institutions have $5.21B invested in Herc Holdings in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.23M

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

19% more capital invested

Capital invested by funds: $4.37B → $5.21B (+$841M)

13% more funds holding

Funds holding: 283 → 319 (+36)

0.2% more ownership

Funds ownership: 96.65% → 96.86% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 110

Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
77
Increased
103
Reduced
110
Closed
37
Calls
$17.6M
Puts
$5.23M
Net Calls
+$12.3M
Net Calls Change
+$5.49M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$233M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
3
Citadel Advisors
Citadel Advisors
Florida
+$83M
4
AIM
Artemis Investment Management
United Kingdom
+$75.9M
5
HAI
Hennessy Advisors Inc
California
+$67.1M

Top Sellers

1
TP
Theleme Partners
United Kingdom
-$169M
2
Invesco
Invesco
Georgia
-$121M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$70.7M
4
GI
GAMCO Investors
Connecticut
-$61.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$581M +$5.56M +27,578 +0.9%
BlackRock
2
BlackRock
New York
$451M -$32M -158,405 -6%
Invesco
3
Invesco
Georgia
$276M -$121M -600,197 -29%
Capital World Investors
4
Capital World Investors
California
$269M +$233M +1,154,182 +436%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$236M +$103M +508,359 +69%
GI
6
GAMCO Investors
Connecticut
$212M -$61.5M -304,709 -21%
Norges Bank
7
Norges Bank
Norway
$184M -$24.5M -121,492 -11%
American Century Companies
8
American Century Companies
Missouri
$154M +$1.37M +6,777 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$139M -$15M -74,314 -9%
State Street
10
State Street
Massachusetts
$128M +$2.21M +10,958 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$120M -$589K -2,919 -0.5%
Capital International Investors
12
Capital International Investors
California
$106M +$42M +208,158 +59%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$98.3M -$23.6M -117,232 -18%
CCM
14
Channing Capital Management
Illinois
$79.4M -$24.9M -123,465 -23%
First Trust Advisors
15
First Trust Advisors
Illinois
$79.2M +$29.3M +145,381 +53%
CCM
16
Coliseum Capital Management
Connecticut
$79.1M +$5.22M +25,882 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$77.9M +$83M +411,529 New
GF
18
Gabelli Funds
New York
$77.4M -$19.1M -94,762 -19%
Charles Schwab
19
Charles Schwab
California
$74.7M -$144K -713 -0.2%
Fisher Asset Management
20
Fisher Asset Management
Washington
$73.6M -$4.93M -24,447 -6%
Morgan Stanley
21
Morgan Stanley
New York
$72.7M +$4.05M +20,062 +6%
AIM
22
Artemis Investment Management
United Kingdom
$71.2M +$75.9M +376,119 New
ECP
23
Electron Capital Partners
New York
$64.6M +$283K +1,402 +0.4%
HAI
24
Hennessy Advisors Inc
California
$63M +$67.1M +332,659 New
Northern Trust
25
Northern Trust
Illinois
$55.5M +$5.5M +27,287 +10%
1
2 3 4 5

HRI Hedge Fund Activity: Q4 2024 in Review

319 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Herc Holdings (HRI) for Q4 2024, worth a combined $5.21B — up 19% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HRI positions and 37 closed out — a net gain of 40 holders — while 103 added to existing stakes and 110 trimmed.

The largest buyer was Capital World Investors, adding an estimated $233M. The largest seller was Theleme Partners, exiting entirely with an estimated $169M sold.

  • 319 institutional investors held Herc Holdings (HRI) as of Q4 2024, up from 283 in Q3 2024.
  • Funds reported $5.21B of Herc Holdings stock for Q4 2024, up 19% quarter-over-quarter.
  • 77 funds opened new Herc Holdings positions in Q4 2024 and 37 closed out, a net change of +40 holders.
  • The largest Herc Holdings buyer in Q4 2024 was Capital World Investors, an estimated $233M added.
  • The largest Herc Holdings seller in Q4 2024 was Theleme Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2024.