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Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$9.11M -$1.56M -52,574 -10%
HighTower Advisors
27
HighTower Advisors
Illinois
$8.84M +$314K +10,595 +2%
PAM
28
Panagora Asset Management
Massachusetts
$8.27M +$7.38M +248,736 +134%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.17M +$1.13M +38,070 +10%
PPA
30
Parametric Portfolio Associates
Washington
$8.16M -$1.86M -62,765 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.02M +$3.05M +102,900 +32%
Principal Financial Group
32
Principal Financial Group
Iowa
$7.05M -$3.65M -123,119 -25%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$6.63M +$10.3M +348,087 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$6.23M -$233K -7,833 -2%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$5.97M +$9.29M +312,985 +46,368%
SCA
36
STALEY CAPITAL ADVISERS
Pennsylvania
$5.81M +$615K +20,733 +7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$5.79M +$3.82M +128,716 +73%
RA
38
Royce & Associates
New York
$5.7M +$73.1K +2,463 +0.8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$5.55M -$41.1K -1,386 -0.5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.54M +$5.07M +170,725 +142%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.19M +$8.08M +272,300 New
Ameriprise
42
Ameriprise
Minnesota
$4.92M -$437K -14,717 -5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.78M -$40.7K -1,370 -0.5%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.77M -$205K -6,903 -3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$4.67M +$4.84M +163,009 +199%
FRM
46
Foundation Resource Management
Arkansas
$4.63M -$1.16M -39,005 -14%
AIG
47
American International Group
New York
$4.63M -$42.1K -1,417 -0.6%
CCT
48
Country Club Trust
Missouri
$4.44M -$280K -9,427 -4%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.16M -$1.44M -48,664 -18%
HC
50
Hourglass Capital
Texas
$4.04M -$172K -5,800 -3%

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.