Federated Hermes
FHI
312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.
140% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 25
113% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $653K
12% more funds holding
Funds holding: 279 → 312 (+33)
6% more capital invested
Capital invested by funds: $2.33B → $2.48B (+$147M)
1% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 100
0.23% more ownership
Funds ownership: 78.95% → 79.18% (+0.23%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$44.5M |
| 2 |
BlackRock
New York
|
+$20.2M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$14.6M |
| 4 |
Morgan Stanley
New York
|
+$14.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$51M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$47M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$12M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$11.8M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$9.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
326
Centiva Capital
New York
| – | -$254K | -7,679 | Closed |
|
|
PCM
327
Prelude Capital Management
New York
| – | -$230K | -6,956 | Closed |
|
|
RI
328
Ridgewood Investments
Springfield,
New Jersey
| – | -$211K | -6,368 | Closed |
|
|
QT
329
Quantbot Technologies
New York
| – | -$184K | -5,564 | Closed |
|
|
DA
330
Denali Advisors
San Diego,
California
| – | -$113K | -3,400 | Closed |
|
|
PHK
331
Point72 Hong Kong
Hong Kong
| – | -$86K | -2,601 | Closed |
|
332
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$118K | -1,928 | Closed |
|
|
HI
333
Hudock Inc
Williamsport,
Pennsylvania
| – | -$24K | -750 | Closed |
|
334
Bessemer Group
Woodbridge,
New Jersey
| – | -$12.3K | -350 | Closed |
|
|
WAS
335
Winch Advisory Services
Appleton,
Wisconsin
| – | -$3K | -91 | Closed |
|
|
HR
336
Howe & Rusling
Rochester,
New York
| – | -$2K | -62 | Closed |
|
|
C
337
Covestor
London,
United Kingdom
| – | -$316 | -9 | -56% |
|
FHI Hedge Fund Activity: Q4 2022 in Review
312 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2022, worth a combined $2.48B — up 6.3% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new FHI positions and 25 closed out — a net gain of 35 holders — while 101 added to existing stakes and 100 trimmed.
The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $44.5M. The largest seller was Millennium Management, cutting an estimated $51M.
- 312 institutional investors held Federated Hermes (FHI) as of Q4 2022, up from 279 in Q3 2022.
- Funds reported $2.48B of Federated Hermes stock for Q4 2022, up 6.3% quarter-over-quarter.
- 60 funds opened new Federated Hermes positions in Q4 2022 and 25 closed out, a net change of +35 holders.
- The largest Federated Hermes buyer in Q4 2022 was Schneider Downs Wealth Management Advisors, an estimated $44.5M added.
- The largest Federated Hermes seller in Q4 2022 was Millennium Management, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2022.