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.
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: 295 → 328 (+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: 2 → 2 (0)
71% less call options, than puts
Call options by funds: $715K | Put options by funds: $2.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$24.2M |
| 2 |
Bank of New York Mellon
New York
|
+$18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.4M |
| 4 |
BlackRock
New York
|
+$14.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.9M |
| 3 |
Millennium Management
New York
|
-$21.8M |
| 4 |
Morgan Stanley
New York
|
-$17.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFM
351
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$14.7K | -400 | Closed |
|
|
NS
352
NBC Securities
Birmingham,
Alabama
| – | -$10K | -285 | Closed |
|
|
RFS
353
Richardson Financial Services
Medway,
Massachusetts
| – | -$7.89K | -240 | Closed |
|
|
WWP
354
WR Wealth Planners
Columbia,
Missouri
| – | -$7.46K | -203 | Closed |
|
355
Simplex Trading
Chicago,
Illinois
| – | -$1K | -34 | Closed |
|
|
AAP
356
Arax Advisory Partners
Denver,
Colorado
| – | -$1.03K | -28 | Closed |
|
|
CA
357
Claris Advisors
St. Louis,
Missouri
| – | -$294 | -8 | 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.