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Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
326
Lindbrook Capital
California
$164 +$162 +4 New
PWM
327
Parkworth Wealth Management
California
$123 +$121 +3 New
IA
328
IFP Advisors
Florida
$82 +$81 +2 New
Balyasny Asset Management
329
Balyasny Asset Management
Illinois
-$32.2M -874,926 Closed
Capital Fund Management (CFM)
330
Capital Fund Management (CFM)
France
-$1.22M -33,284 Closed
AU
331
Algebris (UK)
United Kingdom
-$856K -25,927 Closed
IAIM
332
International Assets Investment Management
Florida
-$592 -21,768 Closed
PCM
333
Prana Capital Management
Connecticut
-$781K -21,237 Closed
FRM
334
Fox Run Management
Connecticut
-$770K -20,944 Closed
PCM
335
Prelude Capital Management
New York
-$448K -12,191 Closed
OR
336
Olympiad Research
Connecticut
-$395K -10,749 Closed
GCP
337
GSA Capital Partners
United Kingdom
-$378K -10,292 Closed
Neuberger Berman Group
338
Neuberger Berman Group
New York
-$353K -9,591 Closed
XT
339
XTX Topco
Cayman Islands
-$352K -9,582 Closed
FC
340
FORA Capital
Florida
-$252K -6,846 Closed
SG Americas Securities
341
SG Americas Securities
New York
-$251K -6,836 Closed
QC
342
Quadrature Capital
United Kingdom
-$219K -5,964 Closed
LNB
343
Ledyard National Bank
-$210K -5,722 Closed
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
-$210K -5,700 Closed
TI
345
TrueMark Investments
Illinois
-$203K -5,529 Closed
NICM
346
Neo Ivy Capital Management
New York
-$60K -1,628 Closed
WTC
347
WhitTier Trust Company
Nevada
-$57.1K -1,552 Closed
PS
348
Planned Solutions
California
-$45.6K -1,240 Closed
GCM
349
Gladius Capital Management
Illinois
-$34.1K -928 Closed
CPA
350
Capital Performance Advisors
California
-$14.7K -401 Closed

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.