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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
Barclays
126
Barclays
United Kingdom
$401K -$486K -28,833 -53%
TCM
127
Teza Capital Management
Illinois
$393K +$430K +25,529 New
PAMS
128
Pictet Asset Management (Switzerland)
Switzerland
$381K +$139K +8,229 +50%
MA
129
MCF Advisors
Kentucky
$375K
BAM
130
Blueshift Asset Management
New Jersey
$349K -$167K -9,895 -30%
CL
131
COWA LLC
Oklahoma
$346K -$92.4K -5,485 -20%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$325K -$615K -36,538 -63%
CC
133
Centiva Capital
New York
$324K +$354K +21,039 New
Vontobel Holding
134
Vontobel Holding
Switzerland
$322K -$42K -2,496 -11%
Verition Fund Management
135
Verition Fund Management
Connecticut
$321K -$293K -17,382 -45%
HA
136
Harbor Advisors
Florida
$320K +$176K +10,467 +102%
SWM
137
Spire Wealth Management
Virginia
$305K -$109K -6,488 -25%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$290K -$308K -18,311 -49%
Citigroup
139
Citigroup
New York
$285K -$156K -9,291 -33%
Principal Financial Group
140
Principal Financial Group
Iowa
$279K -$77.1K -4,580 -20%
JF
141
Jump Financial
Illinois
$274K +$300K +17,835 New
AA
142
ALPS Advisors
Colorado
$274K -$5.71K -339 -2%
WAM
143
Watershed Asset Management
California
$273K +$299K +17,726 New
FFL
144
Future Fund LLC
Illinois
$255K +$9.97K +592 +4%
FRM
145
Fox Run Management
Connecticut
$240K +$262K +15,582 New
Osaic Holdings
146
Osaic Holdings
Arizona
$236K -$83.8K -4,978 -24%
EI
147
Ethic Inc
New York
$230K +$47.7K +2,834 +23%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$228K +$250K +14,841 New
DFCM
149
Dark Forest Capital Management
Puerto Rico
$210K +$221K +13,141 +2,587%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$200K -$32.4K -1,926 -13%

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.