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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
CM
51
CS McKee
Pennsylvania
$5.74M -$487K -14,930 -8%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$5.72M +$1.44M +44,192 +34%
Wells Fargo
53
Wells Fargo
California
$5.59M +$163K +4,985 +3%
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$5.56M -$238K -7,300 -4%
MPAM
55
Murphy Pohlad Asset Management
Minnesota
$5.44M +$4.08K +125 +0.1%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$5.25M +$294K +9,000 +6%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$4.8M -$97.1K -2,976 -2%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$4.71M +$2.61M +79,978 +124%
First Trust Advisors
59
First Trust Advisors
Illinois
$4.66M +$2.43M +74,459 +109%
CS
60
Credit Suisse
Switzerland
$4.57M -$178K -5,438 -4%
MSL
61
Mackay Shields LLC
New York
$4.57M -$317K -9,700 -6%
Barclays
62
Barclays
United Kingdom
$4.47M +$2.05M +62,692 +84%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$4.18M -$89.6K -2,745 -2%
PP
64
Prospector Partners
Connecticut
$4.08M -$8.87M -271,800 -68%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$4.08M +$4.73K +145 +0.1%
Citigroup
66
Citigroup
New York
$3.97M +$1.93M +59,106 +94%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$3.91M -$47.5K -1,454 -1%
AOWM
68
Alpha Omega Wealth Management
Virginia
$3.75M +$9.24K +283 +0.2%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$3.71M +$1.2M +36,692 +48%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$3.36M -$298K -9,125 -8%
QI
71
QS Investors
New York
$3.31M -$6.53K -200 -0.2%
Prudential Financial
72
Prudential Financial
New Jersey
$3.28M +$1.23M +37,621 +60%
Skandinaviska Enskilda Banken (SEB)
73
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.25M +$215K +6,600 +7%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$3.25M -$77.8K -2,384 -2%
MIM
75
MetLife Investment Management
New Jersey
$3.2M -$24.9K -764 -0.8%

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.