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Federated Hermes

279 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

29% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $900K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 258279 (+21)

0% more capital invested

Capital invested by funds: $2.32B → $2.33B (+$9.94M)

0.57% less ownership

Funds ownership: 79.53%78.95% (-0.57%)

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
43
Increased
84
Reduced
108
Closed
20
Calls
$1.17M
Puts
$900K
Net Calls
+$265K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
ACL
26
Azora Capital LP
Florida
$15.7M +$16.2M +474,526 New
HighTower Advisors
27
HighTower Advisors
Illinois
$14.8M +$245K +7,183 +2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$14.4M +$7.37M +216,109 +99%
FRM
29
Foundation Resource Management
Arkansas
$13.2M +$188K +5,506 +1%
Bank of America
30
Bank of America
North Carolina
$12.6M -$2.24M -65,768 -15%
Morgan Stanley
31
Morgan Stanley
New York
$12.1M -$3.33M -97,516 -21%
GC
32
Gillson Capital
Illinois
$12M +$7.14M +209,107 +137%
Principal Financial Group
33
Principal Financial Group
Iowa
$11M -$1.09M -31,977 -9%
SI
34
Sprott Inc
Ontario, Canada
$10.8M -$1.19M -35,000 -10%
LNB
35
Ledyard National Bank
$9.89M +$139K +4,068 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$9.07M -$145K -4,262 -2%
P2P
37
Phase 2 Partners
California
$9.01M +$9.28M +271,913 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.99M -$95K -2,785 -1%
BCPEMI
39
Bain Capital Public Equity Management II
Massachusetts
$8.96M +$9.23M +270,441 New
CCB
40
Country Club Bank
Missouri
$7.66M -$223K -6,548 -3%
EVM
41
Eaton Vance Management
Massachusetts
$7.15M
Swiss National Bank
42
Swiss National Bank
Switzerland
$6.84M +$20.5K +600 +0.3%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$6.7M -$668K -19,570 -9%
HC
44
Hourglass Capital
Texas
$6.15M -$102K -3,000 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$6M -$4.49M -131,685 -42%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$5.94M -$708K -20,733 -10%
AIG
47
American International Group
New York
$5.74M -$625K -18,318 -10%
IPW
48
Inlet Private Wealth
Florida
$5.67M +$137K +4,000 +2%
CIM
49
Cambria Investment Management
California
$5.67M +$449K +13,170 +8%
MPAM
50
Murphy Pohlad Asset Management
Minnesota
$5.6M -$63K -1,845 -1%

FHI Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2022, worth a combined $2.33B — up 0.43% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FHI positions and 20 closed out — a net gain of 23 holders — while 84 added to existing stakes and 108 trimmed.

The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Canada Life, cutting an estimated $23.3M.

  • 279 institutional investors held Federated Hermes (FHI) as of Q3 2022, up from 258 in Q2 2022.
  • Funds reported $2.33B of Federated Hermes stock for Q3 2022, up 0.43% quarter-over-quarter.
  • 43 funds opened new Federated Hermes positions in Q3 2022 and 20 closed out, a net change of +23 holders.
  • The largest Federated Hermes buyer in Q3 2022 was Millennium Management, an estimated $27.5M added.
  • The largest Federated Hermes seller in Q3 2022 was Canada Life, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2022.