Federated Hermes
249 hedge funds and large institutions have $2.57B invested in Federated Hermes in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 33 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.48% more ownership
Funds ownership: 80.66% → 81.14% (+0.48%)
4% less capital invested
Capital invested by funds: $2.68B → $2.57B (-$112M)
6% less funds holding
Funds holding: 266 → 249 (-17)
13% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 98
37% less call options, than puts
Call options by funds: $2.47M | Put options by funds: $3.91M
45% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$28.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.8M |
| 3 |
SC
Samlyn Capital
New York
|
+$14.6M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$9.28M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$12.1M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$10.9M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$10M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
-$8.21M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$25K | -730 | Closed |
|
|
ASN
277
Advisory Services Network
Atlanta,
Georgia
| – | -$11K | -337 | Closed |
|
278
Barclays
London,
United Kingdom
| – | -$6K | -178 | Closed |
|
|
HC
279
Hoese & Co
Glencoe,
Minnesota
| – | -$5K | -150 | Closed |
|
|
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$2K | -54 | Closed |
|
|
CWP
281
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -47 | Closed |
|
FHI Hedge Fund Activity: Q3 2021 in Review
249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2021, worth a combined $2.57B — down 4.2% from $2.68B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FHI and 18 opened new positions — a net loss of 15 holders — while 98 trimmed existing stakes and 85 added.
The largest buyer was Millennium Management, adding an estimated $28.9M. The largest seller was Azora Capital LP, exiting entirely with an estimated $12.1M sold.
- 249 institutional investors held Federated Hermes (FHI) as of Q3 2021, down from 266 in Q2 2021.
- Funds reported $2.57B of Federated Hermes stock for Q3 2021, down 4.2% quarter-over-quarter.
- 18 funds opened new Federated Hermes positions in Q3 2021 and 33 closed out, a net change of -15 holders.
- The largest Federated Hermes buyer in Q3 2021 was Millennium Management, an estimated $28.9M added.
- The largest Federated Hermes seller in Q3 2021 was Azora Capital LP, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2021.