Federated Hermes
FHI
284 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 45 closing their positions.
197% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $1.4M
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
7% more capital invested
Capital invested by funds: $2.06B → $2.22B (+$154M)
1.11% more ownership
Funds ownership: 85.01% → 86.12% (+1.1%)
7% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 45
0% more funds holding
Funds holding: 284 → 284 (0)
18% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$55.3M |
| 2 |
O
OppenheimerFunds
New York
|
+$13.8M |
| 3 |
Renaissance Technologies
New York
|
+$8.67M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$6.49M |
| 5 |
SVC
Strycker View Capital
New York
|
+$6.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$25.6M |
| 2 |
Goldman Sachs
New York
|
-$10.4M |
| 3 |
FQ
First Quadrant
Glendale,
California
|
-$8.5M |
| 4 |
JP Morgan Chase
New York
|
-$7.46M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.48M |
FHI Hedge Fund Activity: Q4 2018 in Review
284 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2018, worth a combined $2.22B — up 7.5% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FHI positions and 45 closed out — a net gain of 3 holders — while 88 added to existing stakes and 107 trimmed.
The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $55.3M. The largest seller was Royce & Associates, cutting an estimated $25.6M.
- 284 institutional investors held Federated Hermes (FHI) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $2.22B of Federated Hermes stock for Q4 2018, up 7.5% quarter-over-quarter.
- 48 funds opened new Federated Hermes positions in Q4 2018 and 45 closed out, a net change of +3 holders.
- The largest Federated Hermes buyer in Q4 2018 was Schneider Downs Wealth Management Advisors, an estimated $55.3M added.
- The largest Federated Hermes seller in Q4 2018 was Royce & Associates, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2018.