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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.16M +$101K +3,587 +3%
MPAM
77
Murphy Pohlad Asset Management
Minnesota
$4.06M -$53K -1,885 -1%
Legal & General Group
78
Legal & General Group
United Kingdom
$4.02M +$234K +8,345 +7%
UBS Group
79
UBS Group
Switzerland
$3.7M +$718K +25,540 +26%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$3.65M +$96.7K +3,440 +3%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.54M +$473K +16,839 +16%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$3.5M – – –
TA
83
Teachers Advisors
New York
$3.43M +$292K +10,389 +10%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.26M -$425K -15,114 -12%
FNT
85
First National Trust
Pennsylvania
$3.23M +$214K +7,612 +8%
BIA
86
Biondo Investment Advisors
Pennsylvania
$3.17M +$127K +4,535 +4%
CCT
87
Country Club Trust
Missouri
$3.17M +$3M +106,632 New
MVM
88
McClain Value Management
Connecticut
$3.13M -$123K -4,382 -4%
UBS AM
89
UBS AM
Illinois
$3.05M +$456K +16,230 +19%
LG
90
Leuthold Group
Minnesota
$3.05M -$64.8K -2,305 -2%
RB
91
Rodgers Brothers
Pennsylvania
$3.04M +$24K +854 +0.8%
SIC
92
Schwartz Investment Counsel
Michigan
$3.02M – – –
GF
93
Gabelli Funds
New York
$2.97M -$843K -30,000 -23%
AIP
94
Ameritas Investment Partners
Nebraska
$2.94M – – –
MM
95
Midas Management
New York
$2.91M – – –
Comerica Bank
96
Comerica Bank
Texas
$2.85M -$123K -4,381 -4%
CS
97
Credit Suisse
Switzerland
$2.76M +$281K +10,011 +12%
VIA
98
Vident Investment Advisory
Georgia
$2.73M +$2.58M +91,989 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$2.7M +$66.1K +2,352 +3%
AP
100
Appleton Partners
Massachusetts
$2.69M -$37.4K -1,330 -1%
2 3
4
5 6

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.