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Federated Hermes

286 hedge funds and large institutions have $2.47B invested in Federated Hermes in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $653K

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.22B → $2.47B (+$256M)

1% more funds holding

Funds holding: 284286 (+2)

1% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 101

1.45% less ownership

Funds ownership: 86.12%84.67% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
286
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
48
Increased
100
Reduced
101
Closed
41
Calls
$3.51M
Puts
$653K
Net Calls
+$2.86M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
276
Roble Belko & Company
Pennsylvania
$2K
CAW
277
Cornerstone Advisors (Washington)
Washington
$2K +$917 +33 +122%
HGWM
278
Harvest Group Wealth Management
Massachusetts
$2K +$1.78K +64 New
TFO
279
Tarbox Family Office
California
$1K
Fidelity International
280
Fidelity International
Bermuda
$1K +$389 +14 +127%
RIA
281
Realta Investment Advisors
Delaware
$1K +$889 +32 New
GWS
282
Glassman Wealth Services
Virginia
$1K +$1.03K +37 New
WCG
283
Weaver Consulting Group
California
$1K +$1.25K +45 New
GT
284
Glenmede Trust
Pennsylvania
$40 +$13.9K +500 +58%
Renaissance Technologies
285
Renaissance Technologies
New York
-$10.9M -409,900 Closed
CM
286
Capital Management
Virginia
-$9.24M -348,030 Closed
SVC
287
Strycker View Capital
New York
-$6.64M -250,000 Closed
Point72 Asset Management
288
Point72 Asset Management
Connecticut
-$5.06M -190,674 Closed
CM
289
Crestline Management
Texas
-$1.82M -68,701 Closed
IA
290
IndexIQ Advisors
New York
-$1.67M -62,923 Closed
ZIG
291
Zurich Insurance Group
Switzerland
-$1.65M -62,300 Closed
CCMG
292
Clark Capital Management Group
Pennsylvania
-$1.63M -61,207 Closed
SC
293
Seacliff Capital
Connecticut
-$1.33M -50,000 Closed
JIR
294
James Investment Research
Ohio
-$1.14M -42,900 Closed
CC
295
Cipher Capital
New York
-$1.07M -40,359 Closed
CP
296
Camelot Portfolios
Ohio
-$777K -29,273 Closed
GIA
297
Gargoyle Investment Advisor
New Jersey
-$743K -28,000 Closed
Jennison Associates
298
Jennison Associates
New York
-$661K -24,904 Closed
FI
299
FormulaFolio Investments
Michigan
-$525K -21,747 Closed
AA
300
ALPS Advisors
Colorado
-$505K -19,013 Closed

FHI Hedge Fund Activity: Q1 2019 in Review

286 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2019, worth a combined $2.47B — up 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FHI positions and 41 closed out — a net gain of 7 holders — while 100 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.8M. The largest seller was AQR Capital Management, cutting an estimated $18M.

  • 286 institutional investors held Federated Hermes (FHI) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $2.47B of Federated Hermes stock for Q1 2019, up 12% quarter-over-quarter.
  • 48 funds opened new Federated Hermes positions in Q1 2019 and 41 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q1 2019 was Arrowstreet Capital, an estimated $29.8M added.
  • The largest Federated Hermes seller in Q1 2019 was AQR Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.