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237 hedge funds and large institutions have $1.07B invested in Hertz in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $922M → $1.07B (+$145M)

4.03% more ownership

Funds ownership: 91.03%95.06% (+4%)

5% less funds holding

Funds holding: 250237 (-13)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

24% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 55

29% less call options, than puts

Call options by funds: $33.6M | Put options by funds: $47.6M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
67
Reduced
79
Closed
55
Calls
$33.6M
Puts
$47.6M
Net Calls
-$14M
Net Calls Change
-$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Fernwood Investment Management
Massachusetts
$36.6K
FIA
177
FNY Investment Advisers
New York
$36K +$36.1K +9,989 New
EWA
178
EverSource Wealth Advisors
Alabama
$33.1K +$12.4K +3,437 +61%
Osaic Holdings
179
Osaic Holdings
Arizona
$32K -$30.9K -8,547 -49%
SAM
180
Shell Asset Management
Netherlands
$32K +$3.67K +1,016 +13%
DB
181
Danske Bank
Denmark
$29.3K
SS
182
SBI Securities
Japan
$28.6K +$28.3K +7,827 New
CAS
183
Coppell Advisory Solutions
Texas
$26.6K +$5.42K +1,500 +25%
Nomura Asset Management
184
Nomura Asset Management
Japan
$24.5K
IRC
185
Investors Research Corp
Georgia
$18.3K -$4.7K -1,300 -21%
QCG
186
Quadrant Capital Group
Ohio
$16.9K -$13K -3,601 -44%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$16K -$4.12K -1,139 -20%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K
SCM
189
Sterling Capital Management
North Carolina
$14.4K +$12.6K +3,500 +812%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$11.2K
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$9K -$2.09K -578 -19%
Barrow, Hanley, Mewhinney & Strauss
192
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.51K
C
193
Covestor
United Kingdom
$8K +$14 +4 +0.2%
DMBA
194
Deseret Mutual Benefit Administrators
Utah
$7.36K +$7.27K +2,011 New
HNB
195
Huntington National Bank
Ohio
$6.59K
Russell Investments Group
196
Russell Investments Group
United Kingdom
$5.82K +$4.3K +1,190 +297%
NFSG
197
Newbridge Financial Services Group
Florida
$4.76K
VCM
198
Versant Capital Management
Arizona
$4.64K -$6.84K -1,893 -60%
Bessemer Group
199
Bessemer Group
New Jersey
$4K +$3.49K +965 New
RS
200
R Squared
Hong Kong
$3.99K +$3.94K +1,090 New

HTZ Hedge Fund Activity: Q4 2024 in Review

237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hertz (HTZ) for Q4 2024, worth a combined $1.07B — up 16% from $922M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of HTZ and 42 opened new positions — a net loss of 13 holders — while 79 trimmed existing stakes and 67 added.

The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $45.9M. The largest seller was Invesco, cutting an estimated $6.52M.

  • 237 institutional investors held Hertz (HTZ) as of Q4 2024, down from 250 in Q3 2024.
  • Funds reported $1.07B of Hertz stock for Q4 2024, up 16% quarter-over-quarter.
  • 42 funds opened new Hertz positions in Q4 2024 and 55 closed out, a net change of -13 holders.
  • The largest Hertz buyer in Q4 2024 was Pershing Square Capital Management, an estimated $45.9M added.
  • The largest Hertz seller in Q4 2024 was Invesco, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2024.