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229 hedge funds and large institutions have $5.61B invested in Hertz in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $180M | Put options by funds: $76.5M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

10% more funds holding

Funds holding: 209229 (+20)

2.92% more ownership

Funds ownership: 82.92%85.84% (+2.9%)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

29% less capital invested

Capital invested by funds: $7.88B → $5.61B (-$2.28B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
3.86%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.37%
New
72
Increased
59
Reduced
56
Closed
51
Calls
$180M
Puts
$76.5M
Net Calls
+$104M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$45K +$30.9K +1,565 +123%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$44K +$4.78K +242 +10%
AIG
178
American International Group
New York
$39K +$48.1K +2,438 New
GWM
179
Geneos Wealth Management
Colorado
$34K +$39.5K +2,000 +2,222%
SPIA
180
Steward Partners Investment Advisory
New York
$32K -$7.89K -400 -17%
PCM
181
Penserra Capital Management
California
$30K +$38.4K +1,945 New
HCM
182
Highlander Capital Management
New Jersey
$24K
TWC
183
TD Waterhouse Canada
Ontario, Canada
$16.6K
LF
184
Lee Financial
Texas
$16K +$19.7K +1,000 New
TIM
185
Tortoise Investment Management
New York
$16K +$19.7K +1,000 New
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$14K +$3.45K +175 +25%
AF
187
Arrow Financial
New York
$12K
BTI
188
Blue Trust Inc
Georgia
$12K +$10.7K +544 New
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
PA
190
PSI Advisors
Florida
$8K +$9.35K +474 New
DFCM
191
Dark Forest Capital Management
Puerto Rico
$8K +$9.69K +491 New
CWM
192
Castle Wealth Management
Florida
$8K +$9.87K +500 New
LPWM
193
Lake Point Wealth Management
Texas
$7K -$5.92K -300 -39%
PA
194
Parallel Advisors
California
$6K -$5.92K -300 -43%
IA
195
IFP Advisors
Florida
$6K
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$6K
AWM
197
Avior Wealth Management
Nebraska
$5K -$710 -36 -9%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$5K
HCP
199
Hexagon Capital Partners
Arkansas
$5K
MAWCM
200
Mine & Arao Wealth Creation & Management
California
$5K

HTZ Hedge Fund Activity: Q2 2022 in Review

229 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hertz (HTZ) for Q2 2022, worth a combined $5.61B — down 29% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HTZ positions and 51 closed out — a net gain of 21 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $200M. The largest seller was Scopia Capital Management, exiting entirely with an estimated $69.2M sold.

  • 229 institutional investors held Hertz (HTZ) as of Q2 2022, up from 209 in Q1 2022.
  • Funds reported $5.61B of Hertz stock for Q2 2022, down 29% quarter-over-quarter.
  • 72 funds opened new Hertz positions in Q2 2022 and 51 closed out, a net change of +21 holders.
  • The largest Hertz buyer in Q2 2022 was Goldman Sachs, an estimated $200M added.
  • The largest Hertz seller in Q2 2022 was Scopia Capital Management, an estimated $69.2M sold.

Based on aggregated 13F filings for Q2 2022.