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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$192K -$19.4K -1,154 -8%
JFG
152
Jefferies Financial Group
New York
$192K +$210K +12,500 New
Mariner
153
Mariner
Kansas
$184K -$28.6K -1,696 -12%
RC
154
Renaissance Capital
Connecticut
$177K -$24.6K -1,462 -11%
BCM
155
Bridgeway Capital Management
Texas
$169K +$185K +11,000 New
VF
156
Virtu Financial
New York
$162K +$177K +10,525 New
URS
157
Utah Retirement Systems
Utah
$155K -$11.8K -700 -6%
LPL Financial
158
LPL Financial
California
$154K -$143K -8,517 -46%
SG Americas Securities
159
SG Americas Securities
New York
$150K +$164K +9,732 New
Deutsche Bank
160
Deutsche Bank
Germany
$145K +$113K +6,691 +245%
William Blair & Company
161
William Blair & Company
Illinois
$140K +$20.8K +1,235 +16%
LSA
162
Leonteq Securities AG
Switzerland
$139K -$3.54K -210 -2%
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$131K +$2.71K +161 +2%
BCV
164
Banque Cantonale Vaudoise
Switzerland
$127K
Wells Fargo
165
Wells Fargo
California
$124K -$1.72K -102 -1%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$121K -$50.7K -3,011 -28%
SAM
167
Shell Asset Management
Netherlands
$119K -$24K -1,428 -16%
Lazard Asset Management
168
Lazard Asset Management
New York
$117K +$876 +52 +0.7%
AS
169
Altshuler Shaham
Israel
$104K +$113K +6,732 New
SFO
170
Standard Family Office
South Dakota
$85.7K
NFSG
171
Newbridge Financial Services Group
Florida
$67.7K -$3.37K -200 -4%
MIM
172
MetLife Investment Management
New Jersey
$60K -$4.85K -288 -7%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$55.7K +$19.1K +1,132 +45%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$52.2K +$57.2K +3,394 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$48.8K +$1.68K +100 +3%

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.