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Invenomic Capital Management’s Federated Hermes FHI Stock Holding History

Invenomic Capital 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
2025
Q3 		– Sell
-295,097
Closed -$13.1M – 152
2025
Q2 		$13.1M Buy
295,097
+8,212
+3% +$338K 0.74% 48
2025
Q1 		$11.7M Buy
+286,885
New +$11.2M 0.59% 62

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invenomic Capital Management's FHI Position: Q3 2025 in Review

Invenomic Capital Management sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 295,097 shares — an estimated $13.1M sold.

Invenomic Capital Management first reported a position in FHI in Q1 2025 and held it in 2 quarters. The position peaked at $13.1M in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Invenomic Capital Management reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Invenomic Capital Management sold 295,097 Federated Hermes shares in Q3 2025, an estimated $13.1M.
  • Invenomic Capital Management first reported a position in Federated Hermes in Q1 2025 and held it in 2 quarters.
  • Invenomic Capital Management's Federated Hermes position peaked at $13.1M in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Invenomic Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.