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Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$43K -$4.36K -147 -6%
MAM
227
Meeder Asset Management
Ohio
$39K +$45.9K +1,547 +280%
Lazard Asset Management
228
Lazard Asset Management
New York
$37K +$57.9K +1,951 New
IA
229
IFP Advisors
Florida
$35K -$42.7K -1,440 -44%
QCG
230
Quadrant Capital Group
Ohio
$31K -$1.31K -44 -3%
Macquarie Group
231
Macquarie Group
Australia
$31K +$48.4K +1,631 New
US Bancorp
232
US Bancorp
Minnesota
$25K +$5.13K +173 +15%
PA
233
Parallel Advisors
California
$20K -$42.5K -1,431 -57%
VanEck Associates
234
VanEck Associates
New York
$19K +$14.2K +480 +89%
TRCT
235
Tower Research Capital (TRC)
New York
$17K -$25.5K -860 -49%
HNB
236
Huntington National Bank
Ohio
$15K
BWM
237
Baystate Wealth Management
Massachusetts
$15K +$178 +6 +0.7%
ST
238
Smithfield Trust
Pennsylvania
$11K +$17.2K +580 New
ASN
239
Advisory Services Network
Georgia
$10K
FHA
240
First Horizon Advisors
Tennessee
$9K
AW
241
Alpha Windward
Massachusetts
$8K
Simplex Trading
242
Simplex Trading
Illinois
$8K +$13.6K +457 New
SWA
243
Sutton Wealth Advisors
Florida
$7.28K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$7K
KFS
245
Kelly Financial Services
Massachusetts
$6.12K
CIA
246
CSat Investment Advisory
Michigan
$6K +$1.78K +60 +26%
AIM
247
Artemis Investment Management
United Kingdom
$5.72K +$8.93M +300,923 New
MF
248
Manchester Financial
California
$5K
SI
249
Sprott Inc
Ontario, Canada
$4.76K +$3.27M +110,000 +79%
CT
250
Caldwell Trust
Florida
$4.32K

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.