Y-Intercept (HK)
FHI icon

Y-Intercept (HK)’s Federated Hermes FHI Stock Holding History

Y-Intercept (HK)’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
2026
Q3 		$4.21M Buy
+74,737
New +$4.52M 0.09% 290
2026
Q2 		– Sell
-12,489
Closed -$708K – 1855
2026
Q1 		$708K Buy
+12,489
New +$684K 0.01% 1160
2025
Q4 		– Sell
-29,437
Closed -$1.53M – 1687
2025
Q3 		$1.53M Buy
29,437
+20,509
+230% +$1.04M 0.04% 767
2025
Q2 		$396K Buy
+8,928
New +$367K 0.01% 1279
2025
Q1 		– Sell
-16,361
Closed -$673K – 1326
2024
Q4 		$673K Sell
16,361
-8,515
-34% -$344K 0.04% 592
2024
Q3 		$915K Sell
24,876
-12,658
-34% -$434K 0.06% 484
2024
Q2 		$1.23M Buy
37,534
+23,122
+160% +$776K 0.07% 405
2024
Q1 		$521K Sell
14,412
-34,224
-70% -$1.2M 0.04% 692
2023
Q4 		$1.65M Buy
48,636
+40,800
+521% +$1.33M 0.15% 178
2023
Q3 		$265K Sell
7,836
-64,769
-89% -$2.23M 0.03% 809
2023
Q2 		$2.6M Buy
+72,605
New +$2.81M 0.28% 71
2023
Q1 		– Sell
-26,508
Closed -$963K – 1284
2022
Q4 		$963K Buy
+26,508
New +$930K 0.14% 203

Other funds holding FHI

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management Eden Prairie, Minnesota $288M AUM 30.61% 1-Year Est. Return

Y-Intercept (HK)'s FHI Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Federated Hermes (FHI) in Q3 2026: 74,737 shares worth $4.21M. The stake represents 0.09% of the portfolio and ranks #290 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in FHI as recently as Q1 2026.

Y-Intercept (HK) first reported a position in FHI in Q4 2022 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Y-Intercept (HK) held 74,737 shares of Federated Hermes worth $4.21M as of Q3 2026.
  • Federated Hermes was a new Y-Intercept (HK) position in Q3 2026.
  • Federated Hermes made up 0.09% of Y-Intercept (HK)'s portfolio in Q3 2026, its #290 holding.
  • Y-Intercept (HK) first reported a position in Federated Hermes in Q4 2022 and has held it in 12 quarters since.
  • 84 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.