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Federated Hermes
FHI

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71% → 85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 293 → 284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$58.4M
2
Millennium Management
Millennium Management
New York
+$25M
3
Invesco
Invesco
Georgia
+$12M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.3M
5
APG Asset Management
APG Asset Management
Netherlands
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.5M
3
N
Nuveen
North Carolina
-$12.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$10.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$9.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$1K -$1.48K -63 -48%
MCM
277
Manchester Capital Management
Vermont
$1K – – –
TFO
278
Tarbox Family Office
California
$1K – – –
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
CAW
280
Cornerstone Advisors (Washington)
Washington
$1K +$635 +27 New
MSL
281
Mackay Shields LLC
New York
– -$3.96M -169,623 Closed
QIM
282
Quantitative Investment Management
Virginia
– -$3.23M -138,700 Closed
CIP
283
Convergence Investment Partners
Florida
– -$2.58M -110,697 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
284
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$2.54M -109,003 Closed
BA
285
Boston Advisors
Massachusetts
– -$2.39M -102,595 Closed
LCM
286
Laurion Capital Management
New York
– -$2.32M -99,458 Closed
JIM
287
Jupiter Investment Management
United Kingdom
– -$2.12M -90,812 Closed
CCM
288
Cadence Capital Management
Massachusetts
– -$1.24M -53,133 Closed
SCP
289
Seizert Capital Partners
Michigan
– -$1.72M -51,392 Closed
GT
290
Glenmede Trust
Pennsylvania
– -$1.11M -47,594 Closed
ZCM
291
Zebra Capital Management
Connecticut
– -$876K -37,562 Closed
WB
292
WesBanco Bank
West Virginia
– -$770K -33,029 Closed
SCC
293
Spring Creek Capital
Kansas
– -$676K -28,969 Closed
MC
294
Menta Capital
California
– -$663K -28,420 Closed
CC
295
Cipher Capital
New York
– -$627K -26,899 Closed
AIM
296
Assured Investment Management
New York
– -$626K -26,826 Closed
Balyasny Asset Management
297
Balyasny Asset Management
Illinois
– -$562K -24,115 Closed
HI
298
HBK Investments
Texas
– -$501K -21,500 Closed
Envestnet Asset Management
299
Envestnet Asset Management
Illinois
– -$441K -18,919 Closed
LG
300
Leuthold Group
Minnesota
– -$406K -17,408 Closed
9 10 11
12
13

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.