Federated Hermes
261 hedge funds and large institutions have $2.91B invested in Federated Hermes in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 102 reducing their positions, and 22 closing their positions.
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
13% more capital invested
Capital invested by funds: $2.57B → $2.91B (+$333M)
5% more funds holding
Funds holding: 249 → 261 (+12)
1.18% less ownership
Funds ownership: 81.14% → 79.97% (-1.2%)
20% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 102
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less call options, than puts
Call options by funds: $2.5M | Put options by funds: $3.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.8M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$15.7M |
| 3 |
CIM
Chiron Investment Management
New York
|
+$14.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$6.95M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.7M |
| 2 |
Millennium Management
New York
|
-$21.6M |
| 3 |
SC
Samlyn Capital
New York
|
-$14.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.6M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$8.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
D.E. Shaw & Co
New York
| – | -$263K | -8,105 | Closed |
|
|
OSAM
277
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$173K | -5,319 | Closed |
|
|
NICM
278
Neo Ivy Capital Management
New York
| – | -$74K | -3,107 | Closed |
|
|
HPC
279
HM Payson & Co
Portland,
Maine
| – | -$16K | -500 | Closed |
|
|
GRP
280
Global Retirement Partners
San Rafael,
California
| – | -$13K | -406 | Closed |
|
281
Group One Trading
Chicago,
Illinois
| – | -$13.4K | -385 | Closed |
|
|
SSB
282
Sandy Spring Bank
Olney,
Maryland
| – | -$8K | -244 | Closed |
|
283
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$382 | +11 | New |
|
FHI Hedge Fund Activity: Q4 2021 in Review
261 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2021, worth a combined $2.91B — up 13% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FHI positions and 22 closed out — a net gain of 15 holders — while 82 added to existing stakes and 102 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $16.8M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $38.7M sold.
- 261 institutional investors held Federated Hermes (FHI) as of Q4 2021, up from 249 in Q3 2021.
- Funds reported $2.91B of Federated Hermes stock for Q4 2021, up 13% quarter-over-quarter.
- 37 funds opened new Federated Hermes positions in Q4 2021 and 22 closed out, a net change of +15 holders.
- The largest Federated Hermes buyer in Q4 2021 was Balyasny Asset Management, an estimated $16.8M added.
- The largest Federated Hermes seller in Q4 2021 was Arrowstreet Capital, an estimated $38.7M sold.
Based on aggregated 13F filings for Q4 2021.