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Federated Hermes

285 hedge funds and large institutions have $2.44B invested in Federated Hermes in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 99

8% more capital invested

Capital invested by funds: $2.26B → $2.44B (+$181M)

0.11% more ownership

Funds ownership: 79%79.11% (+0.11%)

3% less funds holding

Funds holding: 295285 (-10)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
285
Holders Change
-10
Holders Change %
-3.39%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
118
Reduced
99
Closed
39
Calls
$4.51M
Puts
$2.13M
Net Calls
+$2.38M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
251
VanEck Associates
New York
$25K -$36K -1,227 -60%
HNB
252
Huntington National Bank
Ohio
$24K
SAM
253
S.A. Mason
Michigan
$24K +$118 +4 +0.5%
SGAM
254
Smith Group Asset Management
Texas
$21K -$520K -17,700 -96%
SSB
255
Sandy Spring Bank
Maryland
$17K -$15.9K -541 -50%
IAIM
256
International Assets Investment Management
Florida
$17K
QCG
257
Quadrant Capital Group
Ohio
$16K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$15K -$53.6K -1,823 -78%
BWM
259
Baystate Wealth Management
Massachusetts
$15K +$118 +4 +0.8%
FHA
260
First Horizon Advisors
Tennessee
$13K -$1.88K -64 -13%
GRP
261
Global Retirement Partners
California
$13K +$11.8K +400 New
S
262
SignatureFD
Georgia
$12K +$2.2K +75 +24%
SFS
263
Sowell Financial Services
Arkansas
$11K +$5.29K +180 +113%
GWM
264
Geneos Wealth Management
Colorado
$11K +$11.8K +400 New
KFS
265
Kelly Financial Services
Massachusetts
$10.1K
PA
266
Parallel Advisors
California
$10K
MF
267
Manchester Financial
California
$8K
AIG
268
American International Group
New York
$7.72K -$72K -2,451 -1%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$7K
HI
270
Harbour Investments
Wisconsin
$7K +$6.67K +227 New
Jones Financial Companies
271
Jones Financial Companies
Missouri
$6K +$5.26K +179 New
SWA
272
Sutton Wealth Advisors
Florida
$5.95K
SPIA
273
Steward Partners Investment Advisory
New York
$5.95K +$2.64K +90 +90%
ACM
274
AUA Capital Management
Pennsylvania
$5K
BCA
275
Berman Capital Advisors
Georgia
$4K -$235 -8 -5%

FHI Hedge Fund Activity: Q1 2021 in Review

285 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2021, worth a combined $2.44B — up 8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 30 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 118 added.

The largest buyer was BlackRock, adding an estimated $23.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $14.5M sold.

  • 285 institutional investors held Federated Hermes (FHI) as of Q1 2021, down from 295 in Q4 2020.
  • Funds reported $2.44B of Federated Hermes stock for Q1 2021, up 8% quarter-over-quarter.
  • 30 funds opened new Federated Hermes positions in Q1 2021 and 39 closed out, a net change of -9 holders.
  • The largest Federated Hermes buyer in Q1 2021 was BlackRock, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2021 was Balyasny Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.