Federated Hermes
FHI
253 hedge funds and large institutions have $2.75B invested in Federated Hermes in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.
3,192% more call options, than puts
Call options by funds: $8.26M | Put options by funds: $251K
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
11% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 81
9% more capital invested
Capital invested by funds: $2.54B → $2.75B (+$217M)
4% more funds holding
Funds holding: 244 → 253 (+9)
2.43% less ownership
Funds ownership: 82.47% → 80.04% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$20.4M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$14M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$10.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$6.43M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$72.5M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$32.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$22.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.6M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$10.8M |
FHI Hedge Fund Activity: Q4 2014 in Review
253 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2014, worth a combined $2.75B — up 8.5% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FHI positions and 17 closed out — a net gain of 11 holders — while 90 added to existing stakes and 81 trimmed.
The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $20.4M. The largest seller was Royce & Associates, cutting an estimated $72.5M.
- 253 institutional investors held Federated Hermes (FHI) as of Q4 2014, up from 244 in Q3 2014.
- Funds reported $2.75B of Federated Hermes stock for Q4 2014, up 8.5% quarter-over-quarter.
- 28 funds opened new Federated Hermes positions in Q4 2014 and 17 closed out, a net change of +11 holders.
- The largest Federated Hermes buyer in Q4 2014 was Rothschild & Co Asset Management US, an estimated $20.4M added.
- The largest Federated Hermes seller in Q4 2014 was Royce & Associates, an estimated $72.5M sold.
Based on aggregated 13F filings for Q4 2014.