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Federated Hermes

276 hedge funds and large institutions have $1.72B invested in Federated Hermes in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $908K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 274276 (+2)

0.14% more ownership

Funds ownership: 79.72%79.86% (+0.14%)

9% less capital invested

Capital invested by funds: $1.9B → $1.72B (-$178M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
92
Reduced
114
Closed
29
Calls
$7.76M
Puts
$908K
Net Calls
+$6.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$168K -$57.2K -2,410 -24%
EAM
227
Eukles Asset Management
Ohio
$153K
US Bancorp
228
US Bancorp
Minnesota
$114K +$6.33K +267 +5%
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$113K -$1.35M -56,800 -92%
Robeco Institutional Asset Management
230
Robeco Institutional Asset Management
Netherlands
$112K
Acadian Asset Management
231
Acadian Asset Management
Massachusetts
$103K -$968K -40,830 -90%
CFB
232
Cullen/Frost Bankers
Texas
$103K
Macquarie Group
233
Macquarie Group
Australia
$93K -$3.87K -163 -4%
SNT
234
Security National Trust
West Virginia
$86K -$4.74K -200 -5%
NICM
235
Neo Ivy Capital Management
New York
$76K +$10.2K +432 +14%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$56K +$2.61K +110 +4%
VanEck Associates
237
VanEck Associates
New York
$37K +$12K +508 +41%
FCH
238
Freestone Capital Holdings
Washington
$30.5K +$33.7K +1,419 New
Lazard Asset Management
239
Lazard Asset Management
New York
$19K -$14.9K -628 -41%
SAM
240
S.A. Mason
Michigan
$17K -$8.47K -357 -32%
HNB
241
Huntington National Bank
Ohio
$17K
CHAM
242
Clear Harbor Asset Management
Connecticut
$15.1K +$16.6K +700 New
ASN
243
Advisory Services Network
Georgia
$12K +$12.9K +542 New
FHA
244
First Horizon Advisors
Tennessee
$11K
QCG
245
Quadrant Capital Group
Ohio
$11K
BWM
246
Baystate Wealth Management
Massachusetts
$10K +$119 +5 +1%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$8K -$173K -7,292 -95%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$7K
S
249
SignatureFD
Georgia
$7K
KFS
250
Kelly Financial Services
Massachusetts
$6.91K

FHI Hedge Fund Activity: Q3 2020 in Review

276 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2020, worth a combined $1.72B — down 9.4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Prudential Financial, adding an estimated $17.8M. The largest seller was APG Asset Management, exiting entirely with an estimated $18.1M sold.

  • 276 institutional investors held Federated Hermes (FHI) as of Q3 2020, up from 274 in Q2 2020.
  • Funds reported $1.72B of Federated Hermes stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q3 2020 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q3 2020 was Prudential Financial, an estimated $17.8M added.
  • The largest Federated Hermes seller in Q3 2020 was APG Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2020.