Balyasny Asset Management
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Balyasny Asset Management’s Federated Hermes FHI Stock Holding History

Balyasny Asset Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-280,000
Closed -$11.2M – 2434
2023
Q1 		$11.2M Buy
+280,000
New +$11M 0.03% 733

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's FHI Position: Q2 2025 in Review

Balyasny Asset Management sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 45,695 shares — an estimated $1.86M sold.

Balyasny Asset Management first reported a position in FHI in Q4 2016 and held it in 25 quarters. The position peaked at $41.3M in Q2 2022. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Balyasny Asset Management reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 45,695 Federated Hermes shares in Q2 2025, an estimated $1.86M.
  • Balyasny Asset Management first reported a position in Federated Hermes in Q4 2016 and held it in 25 quarters.
  • Balyasny Asset Management's Federated Hermes position peaked at $41.3M in Q2 2022.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.