We are live on ! Find out more

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
HCM
201
Hollencrest Capital Management
California
$5.57K +$6.1K +362 New
AWM
202
Avior Wealth Management
Nebraska
$5.39K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$5K
HCP
204
Hexagon Capital Partners
Arkansas
$4.62K
ASN
205
Advisory Services Network
Georgia
$3.75K +$4.11K +244 New
HNWAG
206
High Net Worth Advisory Group
Florida
$3.48K
QL
207
Quarry LP
New York
$3.19K +$3.49K +207 New
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$3K
TWM
209
Tradition Wealth Management
Minnesota
$3K +$3.5K +208 New
BAM
210
Byrne Asset Management
New Jersey
$2.79K
ADL
211
Asset Dedication LLC
California
$2K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$2K +$539 +32 +36%
SSB
213
Sandy Spring Bank
Maryland
$1.69K
BIA
214
Bell Investment Advisors
California
$1.66K -$690 -41 -28%
AF
215
Allworth Financial
California
$1.22K -$118 -7 -8%
ME
216
McIlrath & Eck
Washington
$1.19K +$1.3K +77 New
AA
217
AlphaMark Advisors
Kentucky
$1K
AA
218
Ancora Advisors
Ohio
$1K
TFA
219
Transamerica Financial Advisors
Florida
$1K +$202 +12 New
SN
220
Sittner & Nelson
Oregon
$923
US Bancorp
221
US Bancorp
Minnesota
$862 -$17.5K -1,037 -95%
SC
222
Schubert & Co
Texas
$831 +$303 +18 +50%
YAL
223
Your Advocates Ltd
Texas
$770
CFGS
224
Concourse Financial Group Securities
Alabama
$769
NA
225
NewEdge Advisors
Louisiana
$740 +$1.48K +88 New

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.