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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
HNB
251
Huntington National Bank
Ohio
$6K -$512 -15 -8%
CIM
252
Contravisory Investment Management
Massachusetts
$5K
HI
253
Harbour Investments
Wisconsin
$5K
MHR
254
Matthew Hamilton Rosenberg
$5K
OIA
255
Optimum Investment Advisors
Illinois
$5K
ZIG
256
Zullo Investment Group
Pennsylvania
$5K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.12K +150 +1,154%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$4K
PPWM
259
PFG Private Wealth Management
Florida
$4K
QCG
260
Quadrant Capital Group
Ohio
$4K
TWA
261
TCI Wealth Advisors
Arizona
$4K +$273 +8 +8%
JWA
262
JFS Wealth Advisors
Pennsylvania
$4K +$2.25K +66 +161%
SPIA
263
Steward Partners Investment Advisory
New York
$3K
WAS
264
Winch Advisory Services
Wisconsin
$3K +$34 +1 +1%
SC
265
Schubert & Co
Texas
$3K +$819 +24 +45%
ACM
266
AUA Capital Management
Pennsylvania
$2K
LC
267
Lindbrook Capital
California
$2K +$1.06K +31 +194%
HR
268
Howe & Rusling
New York
$2K +$2.12K +62 New
C
269
Covestor
United Kingdom
$1K -$141K -4,122 -100%
GWS
270
Glassman Wealth Services
Virginia
$1K
DI
271
Disciplined Investments
Oklahoma
$1K +$102 +3 +11%
BIA
272
Bell Investment Advisors
California
$1K +$512 +15 +100%
SIC
273
SJS Investment Consulting
Ohio
$1K +$1.02K +30 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.47K +43 New
SWA
275
Sutton Wealth Advisors
Florida
$563 +$171 +5 +42%

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.