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Federated Hermes

310 hedge funds and large institutions have $2.69B invested in Federated Hermes in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

2% more funds holding

Funds holding: 303310 (+7)

2% less capital invested

Capital invested by funds: $2.73B → $2.69B (-$43M)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 111

1.39% less ownership

Funds ownership: 83.59%82.2% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
310
Holders Change
+7
Holders Change %
+2.31%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
107
Reduced
111
Closed
29
Calls
$2.08M
Puts
Net Calls
+$2.08M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$14.8M -$2.63M -80,508 -15%
Man Group
27
Man Group
United Kingdom
$14.7M +$10.3M +314,562 +228%
Citadel Advisors
28
Citadel Advisors
Florida
$13.5M -$4.85M -148,536 -26%
Marshall Wace
29
Marshall Wace
United Kingdom
$12.8M +$12.8M +392,933 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$12.7M -$1.28M -39,118 -9%
Morgan Stanley
31
Morgan Stanley
New York
$12.4M +$5.8M +177,689 +88%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$10.9M -$574K -17,576 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M -$796K -24,383 -7%
RA
34
Royce & Associates
New York
$9.67M -$136K -4,175 -1%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$9.53M +$205K +6,295 +2%
SCA
36
STALEY CAPITAL ADVISERS
Pennsylvania
$9.26M +$8.97M +274,853 +2,931%
FRM
37
Foundation Resource Management
Arkansas
$9.2M -$82.9K -2,539 -0.9%
Ameriprise
38
Ameriprise
Minnesota
$8.89M -$605K -18,546 -6%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$8.7M +$664K +20,355 +8%
AAMU
40
Amundi Asset Management US
Massachusetts
$8.45M +$126K +3,866 +2%
Legal & General Group
41
Legal & General Group
United Kingdom
$8.39M +$181K +5,546 +2%
UBS Group
42
UBS Group
Switzerland
$8.29M +$3.85M +117,836 +86%
AllianceBernstein
43
AllianceBernstein
Tennessee
$8.21M -$8.16K -250 -0.1%
AIG
44
American International Group
New York
$7.96M +$17.9K +549 +0.2%
CCT
45
Country Club Trust
Missouri
$7.88M -$44.9K -1,377 -0.6%
AG
46
Aperio Group
California
$7.75M -$1.78M -54,485 -19%
HC
47
Hourglass Capital
Texas
$7.09M -$138K -4,220 -2%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.18M -$310K -9,499 -5%
PAM
49
Panagora Asset Management
Massachusetts
$6.05M +$5.36M +164,188 +767%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6M +$104K +3,200 +2%

FHI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2019, worth a combined $2.69B — down 1.6% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FHI positions and 29 closed out — a net gain of 16 holders — while 107 added to existing stakes and 111 trimmed.

The largest buyer was Samlyn Capital, adding an estimated $22.8M. The largest seller was Fortis Advisors, exiting entirely with an estimated $63.2M sold.

  • 310 institutional investors held Federated Hermes (FHI) as of Q4 2019, up from 303 in Q3 2019.
  • Funds reported $2.69B of Federated Hermes stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 45 funds opened new Federated Hermes positions in Q4 2019 and 29 closed out, a net change of +16 holders.
  • The largest Federated Hermes buyer in Q4 2019 was Samlyn Capital, an estimated $22.8M added.
  • The largest Federated Hermes seller in Q4 2019 was Fortis Advisors, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2019.