Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Herc Hldgs Inc (HRI)

297 + Investors. Track Smart Money conviction in HRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — HRI

Based on 299 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
299 hedge funds hold HRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HRI is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

156 buying188 selling
Last quarter: 188 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 57 → 46 → 73 → 66. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
163 out of 299 hedge funds have held HRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -12%, value -40%

Value
-40%
Shares
-12%
Last quarter: funds added -12% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

52 → 57 → 46 → 73 → 66 new funds/Q
New funds entering each quarter: 57 → 46 → 73 → 66. A growing number of institutions are discovering HRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 306 holders: 190 (62%) are 2+ year veterans, 33 entered 1–2 years ago, and 83 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
51 of 295 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HRI

In 2026 Q1, 156 hedge funds were net buyers of HRI (66 opened a new position, 90 added to an existing one), while 188 reduced or exited (109 trimmed, 79 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in HRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 299.

Hedge Fund Ownership: HRI

How many hedge funds hold HRI — quarterly history vs. share price
Quarterly hedge fund ownership of HRI vs. share price

Market Analysis: HRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Herc Hldgs Inc (HRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HRI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
HRI
+47.8%
XLI
+11.0%

HRI outperformed XLI by +36.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
HRI
+7.0%
XLI
+4.7%

Since the filing became public, HRI outperformed XLI by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: HRI
297 + Investors

Track Smart Money conviction in HRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 297 312 -4.81%
13F Shares 32M 37M -12.09%
Total Value $3.18B $5.33B -40.28%
New Positions 65 73 -8
Increased Positions 87 101 -14
Closed Positions 80 47 +33
Reduced Positions 107 98 +9
Total Calls 6 9 -33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.83 0.67 Neutral

Statistics: HRI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

297 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Coliseum Capital Management, LLC 13.56% 1,662,062 $165.5M
2 Seven Six Capital Management, LLC 3.49% 32,575 $3.2M
3 Channing Capital Management, LLC 1.32% 518,276 $51.6M
4 Pier Capital, LLC 1.11% 67,893 $6.8M
5 Gamco Investors, INC. Et Al 0.95% 973,141 $96.9M
6 CM Management, LLC 0.83% 10,000 $996K
7 Blue Zone Wealth Advisors, LLC 0.82% 40,333 $4.0M
8 Phocas Financial Corp. 0.61% 38,876 $3.9M
9 III Capital Management 0.59% 20,360 $2.0M
10 Future Fund LLC 0.58% 16,582 $1.7M
11 Motley Fool Wealth Management, LLC 0.55% 49,241 $4.9M
12 Ceredex Value Advisors LLC 0.36% 115,675 $11.5M
13 Dynamic Technology Lab Private Ltd 0.35% 21,860 $2.2M
14 Yorktown Management & Research Co Inc 0.33% 4,000 $398K
15 Gabelli Funds LLC 0.33% 492,563 $49.0M
16 Moore Capital Management, LP 0.32% 156,175 $15.5M
17 Twinbeech Capital LP 0.27% 26,400 $2.6M
18 Evergreen Capital Management LLC 0.27% 125,599 $12.5M
19 Peregrine Capital Management LLC 0.23% 62,618 $6.2M
20 Readystate Asset Management LP 0.19% 43,073 $4.3M
21 nVerses Capital, LLC 0.19% 2,126 $212K
22 Engineers Gate Manager LP 0.18% 143,321 $14.3M
23 Campbell & CO Investment Adviser LLC 0.17% 30,417 $3.0M
24 Vaughan Nelson Investment Management, L.P. 0.16% 162,772 $16.2M
25 Dark Forest Capital Management LP 0.15% 17,400 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Herc Hldgs Inc (HRI)

What does the Smart Money Trend signal show for HRI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HRI?

More sellers than buyers — 45% buying: Last quarter: 188 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HRI holders?

Elite ownership — 52% AUM from top-100 funds: 51 of 295 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HRI?

55% of holders stayed for 2+ years: 163 out of 299 hedge funds have held HRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Herc Hldgs Inc (HRI) following the 2026 Q1 hedge fund 13F filings?

As of today, HRI has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.7% for the XLI sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), HRI has gained +47.8% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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