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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
276
Richardson Financial Services
Massachusetts
$7.89K -$3.83K -114 -32%
MCM
277
Manchester Capital Management
Vermont
$7.4K +$7.55K +225 New
PFBT
278
Parkside Financial Bank & Trust
Missouri
$7.2K +$503 +15 +7%
WWP
279
WR Wealth Planners
Missouri
$6.67K
BIA
280
Bell Investment Advisors
California
$6.67K +$4.43K +132 +186%
EBA
281
Eagle Bay Advisors
New York
$6.54K +$403 +12 +6%
HI
282
Harbour Investments
Wisconsin
$5.33K
VCM
283
Versant Capital Management
Arizona
$5.33K +$5.43K +162 New
FFA
284
Farther Finance Advisors
California
$4.68K
HCM
285
Hollencrest Capital Management
California
$4.6K
MHR
286
Matthew Hamilton Rosenberg
$4.55K
Bessemer Group
287
Bessemer Group
New Jersey
$4K
AF
288
Allworth Financial
California
$3.87K +$134 +4 +4%
PWMG
289
Private Wealth Management Group
New Jersey
$3.85K +$1.64K +49 +72%
SIS
290
Strategic Investment Solutions
Illinois
$3.43K +$3.35K +100 New
QCG
291
Quadrant Capital Group
Ohio
$3.39K -$19.7K -588 -85%
SPIA
292
Steward Partners Investment Advisory
New York
$3.29K
JWA
293
JFS Wealth Advisors
Pennsylvania
$2.5K -$34 -1 -1%
LFA
294
LGT Financial Advisors
Texas
$2.43K
CFO
295
CVA Family Office
Colorado
$2.43K +$2.48K +74 New
LC
296
Lindbrook Capital
California
$2.37K +$1.68K +50 +227%
HNB
297
Hilltop National Bank
Wyoming
$1.64K
AssetMark Inc
298
AssetMark Inc
California
$1.38K +$1.41K +42 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$1.28K
FHA
300
First Horizon Advisors
Tennessee
$1.27K

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.