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Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
51
Country Club Bank
Missouri
$7.26M -$1.13M -27,988 -14%
Principal Financial Group
52
Principal Financial Group
Iowa
$7.18M -$103K -2,551 -1%
IP
53
Interval Partners
New York
$7.14M -$7.76M -192,134 -53%
Axa
54
Axa
France
$7.01M -$701K -17,355 -9%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$6.84M +$6.72M +166,399 New
FP
56
Factorial Partners
New York
$6.59M
Victory Capital Management
57
Victory Capital Management
Texas
$6.55M -$5.25K -130 -0.1%
VI
58
Vestcor Inc
New Brunswick, Canada
$6.49M +$334K +8,259 +6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$6.34M -$76.7K -1,900 -1%
WAM
60
Weiss Asset Management
Massachusetts
$6.34M +$5.75M +142,459 +1,207%
Universal-Beteiligungs- und Servicegesellschaft
61
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.82M +$5.71M +141,495 New
Ameriprise
62
Ameriprise
Minnesota
$5.75M +$75.9K +1,880 +1%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$5.65M -$8M -197,999 -59%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$5.64M -$204K -5,054 -4%
AA
65
ALPS Advisors
Colorado
$5.24M +$760K +18,822 +17%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$5.2M -$7.27K -180 -0.1%
CB
67
Cadence Bank
Mississippi
$5.06M +$29.5K +730 +0.6%
Legal & General Group
68
Legal & General Group
United Kingdom
$5.04M +$74.5K +1,844 +2%
AOWM
69
Alpha Omega Wealth Management
Virginia
$4.8M -$10.9K -269 -0.2%
KTA
70
Keeley-Teton Advisors
Illinois
$4.68M -$68.2K -1,689 -1%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$4.64M +$4.56M +112,975 New
BA
72
Bridgewater Associates
Connecticut
$4.62M +$1.54M +38,194 +51%
SEI Investments
73
SEI Investments
Pennsylvania
$4.61M +$4.01M +99,240 +777%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.53M +$2.19M +54,174 +97%
P2P
75
Phase 2 Partners
California
$4.52M +$4.44M +109,981 New

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.