We are live on ! Find out more
FHI icon

Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$121K +$2.89K +123 +3%
FCM
227
Flinton Capital Management
Pennsylvania
$120K +$117K +4,984 New
BAM
228
Bruderman Asset Management
New York
$112K -$4.21K -179 -4%
RCM
229
Riverhead Capital Management
Delaware
$106K +$103K +4,400 New
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$98K
TAM
231
Tyers Asset Management
Texas
$94K +$92.1K +3,916 New
RCAG
232
Rehmann Capital Advisory Group
Michigan
$89.1K -$1.36K -58 -2%
IA
233
IFP Advisors
Florida
$88K +$33.9K +1,442 +66%
HNB
234
Huntington National Bank
Ohio
$85K -$57.6K -2,450 -41%
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$79K +$76.7K +3,262 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$69K +$17.3K +735 +35%
GHCM
237
Glen Harbor Capital Management
California
$69K +$67K +2,848 New
FHA
238
First Horizon Advisors
Tennessee
$50K +$447 +19 +0.9%
ASN
239
Advisory Services Network
Georgia
$48K -$35.3K -1,500 -43%
Parallax Volatility Advisers
240
Parallax Volatility Advisers
California
$48K -$7.46K -317 -14%
DZ Bank
241
DZ Bank
Germany
$46K
Fidelity Investments
242
Fidelity Investments
Massachusetts
$41K -$927K -39,414 -96%
Lazard Asset Management
243
Lazard Asset Management
New York
$37K +$36.6K +1,557 New
US Bancorp
244
US Bancorp
Minnesota
$31K -$15.2K -646 -34%
LNB
245
Ledyard National Bank
$28K -$544K -23,150 -95%
ClearBridge Investments
246
ClearBridge Investments
New York
$27K +$212 +9 +0.8%
SO
247
STRS Ohio
Ohio
$24K
FBT
248
First Bank & Trust
South Dakota
$19K -$2.09K -89 -10%
BWM
249
Baystate Wealth Management
Massachusetts
$18K +$212 +9 +1%
CFA
250
Carroll Financial Associates
North Carolina
$18K +$541 +23 +3%

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.