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
KCM
1
Knighthead Capital Management
New York
$2.79B
Vanguard Group
2
Vanguard Group
Pennsylvania
$218M -$37.8M -2,244,752 -14%
Goldman Sachs
3
Goldman Sachs
New York
$159M +$1.94M +115,007 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$145M -$15.8M -938,847 -9%
BlackRock
5
BlackRock
New York
$118M -$3.45M -205,064 -3%
RCMNY
6
Rubric Capital Management (New York)
New York
$113M -$18.2M -1,077,961 -13%
MAMNY
7
Marathon Asset Management (New York)
New York
$104M -$12.6M -750,000 -10%
DCM
8
Discovery Capital Management
Connecticut
$103M +$1.68M +100,000 +2%
OCM
9
Oaktree Capital Management
California
$100M -$66.8M -3,968,579 -38%
TP
10
Third Point
New York
$82.3M
JP Morgan Chase
11
JP Morgan Chase
New York
$66.5M -$1.84M -109,115 -2%
State Street
12
State Street
Massachusetts
$55.9M -$2.39M -142,049 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$49.4M +$54.1M +3,212,684 New
CP
14
CPV Partners
Connecticut
$49.4M
Allianz Asset Management
15
Allianz Asset Management
Germany
$43.8M
PCM
16
Pentwater Capital Management
Florida
$43.3M -$5.64M -335,172 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38M -$1.64M -97,168 -4%
VAS
18
VR Advisory Services
Cayman Islands
$34.7M +$1.77M +105,087 +5%
Bank of America
19
Bank of America
North Carolina
$28.1M +$3.09M +183,267 +11%
Morgan Stanley
20
Morgan Stanley
New York
$24.6M +$12.4M +734,353 +85%
QCI
21
Quaker Capital Investments
Pennsylvania
$22M +$11.1M +658,339 +85%
N
22
Nuveen
North Carolina
$17.6M -$1.39M -82,817 -7%
Norges Bank
23
Norges Bank
Norway
$17.1M +$4.97M +294,954 +36%
MAM
24
Melqart Asset Management
United Kingdom
$16.9M -$1.61M -95,434 -8%
Invesco
25
Invesco
Georgia
$16.5M -$16.1M -955,442 -47%

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.