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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
HNWAG
201
High Net Worth Advisory Group
Florida
$4K
BAM
202
Byrne Asset Management
New Jersey
$3K
RCM
203
Regency Capital Management
Hawaii
$3K
IAMOG
204
Investors Asset Management of Georgia
Georgia
$3K +$3.95K +200 New
ADL
205
Asset Dedication LLC
California
$2K
SSB
206
Sandy Spring Bank
Maryland
$2K +$2.17K +110 New
Russell Investments Group
207
Russell Investments Group
United Kingdom
$2K +$2.82K +143 New
S
208
SignatureFD
Georgia
$1K -$98.6K -5,000 -98%
MCC
209
Money Concepts Capital
Florida
$1K -$1.48K -75 -71%
AF
210
Allworth Financial
California
$1K
AA
211
AlphaMark Advisors
Kentucky
$1K
CFGS
212
Concourse Financial Group Securities
Alabama
$1K
SN
213
Sittner & Nelson
Oregon
$1K
YAL
214
Your Advocates Ltd
Texas
$1K
AA
215
Ancora Advisors
Ohio
$1K +$710 +36 +1,800%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.78K +90 New
KFS
217
Kelly Financial Services
Massachusetts
$649
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$465 -$1.75M -88,777 -79%
IAIM
219
International Assets Investment Management
Florida
$252 +$124K +6,295 +66%
WWP
220
WR Wealth Planners
Missouri
$16
SCM
221
Scopia Capital Management
New York
-$69.2M -3,123,080 Closed
DCP
222
Diameter Capital Partners
New York
-$40.5M -1,830,000 Closed
JCM
223
JAT Capital Management
Connecticut
-$24.1M -1,086,176 Closed
SPM
224
Sycamore Partners Management
New York
-$18.6M -838,000 Closed
DKCM
225
Davidson Kempner Capital Management
New York
-$10.4M -471,691 Closed

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.