Federated Hermes
322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.
404% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $467K
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
17% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 108
5% more funds holding
Funds holding: 308 → 322 (+14)
1.33% more ownership
Funds ownership: 74.81% → 76.14% (+1.3%)
1% less capital invested
Capital invested by funds: $2.24B → $2.22B (-$20M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$79M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$29.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.3M |
| 5 |
D.E. Shaw & Co
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$101M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$53.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$31.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$29.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.2M |
FHI Hedge Fund Activity: Q4 2023 in Review
322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2023, worth a combined $2.22B — down 0.89% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FHI positions and 28 closed out — a net gain of 18 holders — while 126 added to existing stakes and 108 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $79M. The largest seller was Schneider Downs Wealth Management Advisors, cutting an estimated $101M.
- 322 institutional investors held Federated Hermes (FHI) as of Q4 2023, up from 308 in Q3 2023.
- Funds reported $2.22B of Federated Hermes stock for Q4 2023, down 0.89% quarter-over-quarter.
- 46 funds opened new Federated Hermes positions in Q4 2023 and 28 closed out, a net change of +18 holders.
- The largest Federated Hermes buyer in Q4 2023 was Morgan Stanley, an estimated $79M added.
- The largest Federated Hermes seller in Q4 2023 was Schneider Downs Wealth Management Advisors, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2023.