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Federated Hermes
FHI

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71% → 86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284 → 282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$31M
2
BlackRock
BlackRock
New York
+$26.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.2M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.61M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.1M
2
RA
Royce & Associates
New York
-$17.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$10.2M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$6.55M
5
BCM
Buckhead Capital Management
Georgia
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$6.27M +$2.82M +100,240 +90%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$6.23M +$381K +13,545 +7%
PPA
53
Parametric Portfolio Associates
Washington
$6M -$260K -9,270 -4%
SB
54
Simmons Bank
Arkansas
$5.92M -$384K -13,679 -6%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$5.8M -$10.2M -363,973 -65%
AIG
56
American International Group
New York
$5.79M +$148K +5,266 +3%
AP
57
Archon Partners
New Jersey
$5.58M -$2.56M -91,165 -33%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$5.39M +$5.1M +181,406 New
LNB
59
Ledyard National Bank
$5.3M +$175K +6,229 +4%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$5.23M -$1.31M -46,742 -21%
BIP
61
Brandes Investment Partners
California
$5.05M +$1.97M +69,972 +70%
AP
62
AHL Partners
United Kingdom
$5.05M -$1.69M -60,056 -26%
MPM
63
Meritage Portfolio Management
Kansas
$4.94M -$125K -4,443 -3%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$4.84M -$2.56M -91,100 -36%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.68M – – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.67M -$487K -17,328 -10%
CA
67
Continental Advisors
Utah
$4.6M – – –
NFA
68
Nationwide Fund Advisors
Ohio
$4.54M – – –
Swiss National Bank
69
Swiss National Bank
Switzerland
$4.5M – – –
CCMH
70
Cornerstone Capital Management Holdings
New York
$4.47M +$4.05M +144,227 +2,305%
SWP
71
Stratos Wealth Partners
Ohio
$4.37M -$176K -6,270 -4%
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.33M +$818K +29,100 +25%
GC
73
Guggenheim Capital
Illinois
$4.2M -$2.21M -78,603 -36%
DekaBank Deutsche Girozentrale
74
DekaBank Deutsche Girozentrale
Germany
$4.2M -$938K -33,400 -18%
HC
75
Hourglass Capital
Texas
$4.18M +$14K +500 +0.4%
1 2
3
4 5

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.