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243 hedge funds and large institutions have $4.88B invested in Hertz in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $153M | Put options by funds: $55.7M

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

4% more funds holding

Funds holding: 234243 (+9)

3.7% more ownership

Funds ownership: 92.1%95.79% (+3.7%)

10% less capital invested

Capital invested by funds: $5.4B → $4.88B (-$519M)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

46% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 94

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
3.91%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.31%
New
56
Increased
51
Reduced
94
Closed
43
Calls
$153M
Puts
$55.7M
Net Calls
+$97.5M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$693 +$236 +14 +45%
KFS
227
Kelly Financial Services
Massachusetts
$631
EE
228
EWG Elevate
California
$616 +$674 +40 New
SIC
229
SJS Investment Consulting
Ohio
$323 +$219 +13 +163%
LFG
230
Larson Financial Group
Missouri
$262
GRP
231
Global Retirement Partners
California
$246 +$269 +16 New
DI
232
Disciplined Investments
Oklahoma
$231 +$51 +3 +25%
FA
233
Fiduciary Alliance
South Carolina
$231 +$253 +15 New
CAS
234
Coppell Advisory Solutions
Texas
$139 +$152 +9 New
CASC
235
Coppell Advisory Solutions Corp
Texas
$139 +$152 +9 New
TWP
236
TFO Wealth Partners
Ohio
$132 +$17 +1 New
LSA
237
Lansing Street Advisors
Pennsylvania
$108 +$118 +7 New
TWA
238
TCI Wealth Advisors
Arizona
$92 +$34 +2 +50%
AF
239
Advisornet Financial
Minnesota
$46 +$51 +3 New
LC
240
Lindbrook Capital
California
$15 -$253 -15 -94%
WWP
241
WR Wealth Planners
Missouri
$15
JCM
242
JS Capital Management
New York
-$26.1M -1,606,248 Closed
GLA
243
Great Lakes Advisors
Illinois
-$13.2M -810,515 Closed
Hudson Bay Capital Management
244
Hudson Bay Capital Management
Connecticut
-$8.55M -525,100 Closed
HI
245
HBK Investments
Texas
-$5.79M -355,903 Closed
TAM
246
Toscafund Asset Management
United Kingdom
-$5.65M -346,885 Closed
UBS AM
247
UBS AM
Illinois
-$5.33M -327,699 Closed
KSCM
248
King Street Capital Management
New York
-$2.85M -175,000 Closed
PM
249
Parametrica Management
Hong Kong
-$2.07M -127,114 Closed
SC
250
Shellback Capital
Massachusetts
-$2.04M -125,000 Closed

HTZ Hedge Fund Activity: Q4 2022 in Review

243 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hertz (HTZ) for Q4 2022, worth a combined $4.88B — down 9.6% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HTZ positions and 43 closed out — a net gain of 13 holders — while 51 added to existing stakes and 94 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $54.1M. The largest seller was Oaktree Capital Management, cutting an estimated $66.8M.

  • 243 institutional investors held Hertz (HTZ) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $4.88B of Hertz stock for Q4 2022, down 9.6% quarter-over-quarter.
  • 56 funds opened new Hertz positions in Q4 2022 and 43 closed out, a net change of +13 holders.
  • The largest Hertz buyer in Q4 2022 was Citadel Advisors, an estimated $54.1M added.
  • The largest Hertz seller in Q4 2022 was Oaktree Capital Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q4 2022.