We are live on ! Find out more
FHI icon

Federated Hermes

279 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

29% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $900K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 258279 (+21)

0% more capital invested

Capital invested by funds: $2.32B → $2.33B (+$9.94M)

0.57% less ownership

Funds ownership: 79.53%78.95% (-0.57%)

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
43
Increased
84
Reduced
108
Closed
20
Calls
$1.17M
Puts
$900K
Net Calls
+$265K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
226
Point72 Hong Kong
Hong Kong
$86K +$88.8K +2,601 New
UBS Group
227
UBS Group
Switzerland
$63K -$87K -2,549 -57%
GCM
228
Gladius Capital Management
Illinois
$63K +$64.6K +1,893 New
VanEck Associates
229
VanEck Associates
New York
$62K +$7.37K +216 +13%
BTI
230
Blue Trust Inc
Georgia
$54K +$35.9K +1,053 +159%
UB
231
UMB Bank
Missouri
$51K -$683 -20 -1%
CTC
232
Central Trust Company
Missouri
$50K +$39.2K +1,150 +311%
TPCW
233
TD Private Client Wealth
New York
$39.8K -$3.86K -113 -9%
WFA
234
Wipfli Financial Advisors
Wisconsin
$30K +$30.8K +902 New
WA
235
Win Advisors
Florida
$29K -$512 -15 -2%
Nomura Asset Management
236
Nomura Asset Management
Japan
$28.5K
SAM
237
S.A. Mason
Michigan
$27K +$137 +4 +0.5%
EWA
238
EverSource Wealth Advisors
Alabama
$25K -$45K -1,318 -63%
HI
239
Hudock Inc
Pennsylvania
$24K
PA
240
Parallel Advisors
California
$22K +$6.62K +194 +41%
IA
241
IFP Advisors
Florida
$17K
BWM
242
Baystate Wealth Management
Massachusetts
$17K +$137 +4 +0.8%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$16K -$239 -7 -1%
RTC
244
Riverview Trust Company
Washington
$16K
S
245
SignatureFD
Georgia
$16K +$239 +7 +1%
GRP
246
Global Retirement Partners
California
$14K
Bessemer Group
247
Bessemer Group
New Jersey
$12K +$11.9K +350 New
HCP
248
Hexagon Capital Partners
Arkansas
$11K +$7.99K +234 +249%
KFS
249
Kelly Financial Services
Massachusetts
$10.6K
WWP
250
WR Wealth Planners
Missouri
$6.72K

FHI Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2022, worth a combined $2.33B — up 0.43% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FHI positions and 20 closed out — a net gain of 23 holders — while 84 added to existing stakes and 108 trimmed.

The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Canada Life, cutting an estimated $23.3M.

  • 279 institutional investors held Federated Hermes (FHI) as of Q3 2022, up from 258 in Q2 2022.
  • Funds reported $2.33B of Federated Hermes stock for Q3 2022, up 0.43% quarter-over-quarter.
  • 43 funds opened new Federated Hermes positions in Q3 2022 and 20 closed out, a net change of +23 holders.
  • The largest Federated Hermes buyer in Q3 2022 was Millennium Management, an estimated $27.5M added.
  • The largest Federated Hermes seller in Q3 2022 was Canada Life, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2022.