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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
SFS
251
Sowell Financial Services
Arkansas
$6K +$3.6K +152 +132%
MF
252
Manchester Financial
California
$5K
CT
253
Caldwell Trust
Florida
$4.88K
SWA
254
Sutton Wealth Advisors
Florida
$4.09K -$4.55K -192 -50%
TI
255
tru Independence
Oregon
$4K
PA
256
Parallel Advisors
California
$4K +$2.47K +104 +104%
JWM
257
Janiczek Wealth Management
Colorado
$4K +$4.65K +196 New
CB
258
Community Bank
New York
$4K +$4.74K +200 New
MHR
259
Matthew Hamilton Rosenberg
$3K
HGWM
260
Harvest Group Wealth Management
Massachusetts
$3K +$3.56K +150 New
Millennium Management
261
Millennium Management
New York
$2.77K -$7.12M -300,202 -70%
RBC
262
Roble Belko & Company
Pennsylvania
$2K
SPIA
263
Steward Partners Investment Advisory
New York
$2K
WAS
264
Winch Advisory Services
Wisconsin
$2K
BCA
265
Berman Capital Advisors
Georgia
$2K +$95 +4 +4%
ACM
266
AUA Capital Management
Pennsylvania
$2K +$2.16K +91 New
SSB
267
Sandy Spring Bank
Maryland
$2K +$2.37K +100 New
CAW
268
Cornerstone Advisors (Washington)
Washington
$1K
GWS
269
Glassman Wealth Services
Virginia
$1K
LC
270
Lindbrook Capital
California
$1K
MCM
271
Manchester Capital Management
Vermont
$1K
WCG
272
Weaver Consulting Group
California
$1K
PFWA
273
Paces Ferry Wealth Advisors
Georgia
$1K +$901 +38 New
FCA
274
FinTrust Capital Advisors
South Carolina
$129 -$8.89K -375 -6%
APG Asset Management
275
APG Asset Management
Netherlands
-$18.1M -857,365 Closed

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.