Dmitry Balyasny’s Federated Hermes FHI Stock Holding History

Dmitry Balyasny’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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dmitry Balyasny's FHI Position: Q2 2025 in Review

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

Dmitry Balyasny 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.

Dmitry Balyasny reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
Dmitry Balyasny sold 45,695 Federated Hermes shares in Q2 2025, an estimated $1.86M.
Dmitry Balyasny first reported a position in Federated Hermes in Q4 2016 and held it in 25 quarters.
Dmitry Balyasny'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.