We are live on ! Find out more
FHI icon

Federated Hermes

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

113% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $653K

12% more funds holding

Funds holding: 279312 (+33)

6% more capital invested

Capital invested by funds: $2.33B → $2.48B (+$147M)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

0.23% more ownership

Funds ownership: 78.95%79.18% (+0.23%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$15.1M -$3.16M -90,000 -18%
ACL
27
Azora Capital LP
Florida
$15M -$2.13M -60,728 -13%
N
28
Nuveen
North Carolina
$14.8M -$5.4M -153,931 -27%
FRM
29
Foundation Resource Management
Arkansas
$14.5M +$30.8K +877 +0.2%
Bank of America
30
Bank of America
North Carolina
$12.7M -$1.1M -31,312 -8%
Millennium Management
31
Millennium Management
New York
$12.2M -$51M -1,453,517 -81%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.1M +$22.7K +648 +0.2%
SI
33
Sprott Inc
Ontario, Canada
$11.8M
AllianceBernstein
34
AllianceBernstein
Tennessee
$11.6M -$4.04M -115,162 -27%
Two Sigma Investments
35
Two Sigma Investments
New York
$10.8M +$6.85M +195,259 +189%
LNB
36
Ledyard National Bank
$10.7M -$111K -3,177 -1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$9.95M +$85.7K +2,442 +0.9%
JP Morgan Chase
38
JP Morgan Chase
New York
$9.81M -$123K -3,518 -1%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$9.5M +$2.08M +59,310 +29%
CCB
40
Country Club Bank
Missouri
$8.43M -$48.1K -1,370 -0.6%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$8.31M +$5.98M +170,400 +291%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$7.83M +$6.52M +185,783 +623%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$7.67M +$7.41M +211,300 New
Deutsche Bank
44
Deutsche Bank
Germany
$7.45M +$5.18M +147,739 +258%
Swiss National Bank
45
Swiss National Bank
Switzerland
$7.43M -$70.2K -2,000 -1%
CIM
46
Cambria Investment Management
California
$7.36M +$1.11M +31,608 +18%
HC
47
Hourglass Capital
Texas
$6.61M -$130K -3,700 -2%
ECM
48
ExodusPoint Capital Management
New York
$6.37M +$1.82M +51,955 +42%
IPW
49
Inlet Private Wealth
Florida
$6.3M +$77.2K +2,200 +1%
BA
50
Bridgewater Associates
Connecticut
$6.26M +$3.57M +101,751 +144%

FHI Hedge Fund Activity: Q4 2022 in Review

312 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2022, worth a combined $2.48B — up 6.3% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FHI positions and 25 closed out — a net gain of 35 holders — while 101 added to existing stakes and 100 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $44.5M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 312 institutional investors held Federated Hermes (FHI) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.48B of Federated Hermes stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 60 funds opened new Federated Hermes positions in Q4 2022 and 25 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2022 was Schneider Downs Wealth Management Advisors, an estimated $44.5M added.
  • The largest Federated Hermes seller in Q4 2022 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2022.