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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
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$3.05M +$95.7K +2,933 +3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.98M +$1.99M +60,889 +198%
GCM
78
GoodHaven Capital Management
New Jersey
$2.88M -$1.47M -44,900 -34%
MOACM
79
Mutual of America Capital Management
New York
$2.83M +$23.8K +730 +0.8%
STB
80
S&T Bank
Pennsylvania
$2.75M -$124K -3,786 -4%
HPIA
81
Hamilton Point Investment Advisors
North Carolina
$2.75M +$25.5K +780 +0.9%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$2.73M +$190K +5,824 +7%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$2.71M -$23.9M -731,241 -90%
SWP
84
Stratos Wealth Partners
Ohio
$2.67M -$82.7K -2,535 -3%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$2.67M +$2.59M +79,323 +3,153%
CA
86
Continental Advisors
Utah
$2.57M
AP
87
Appleton Partners
Massachusetts
$2.55M -$8.16K -250 -0.3%
Allianz Asset Management
88
Allianz Asset Management
Germany
$2.51M +$837K +25,644 +50%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$2.37M -$204K -6,263 -8%
Holocene Advisors
90
Holocene Advisors
New York
$2.36M +$860K +26,359 +57%
AWM
91
Avitas Wealth Management
California
$2.36M +$4.63K +142 +0.2%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$2.33M +$1.43M +43,700 +157%
HSA
93
Hussman Strategic Advisors
Maryland
$2.33M +$2.33M +71,500 New
SEI Investments
94
SEI Investments
Pennsylvania
$2.29M +$516K +15,794 +29%
CSS
95
Cubist Systematic Strategies
Connecticut
$2.28M +$347K +10,638 +18%
VIA
96
Vident Investment Advisory
Georgia
$2.26M +$2.26M +69,215 New
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$2.23M +$2.23M +68,400 New
OAM
98
Oxford Asset Management
United Kingdom
$2.16M -$508K -15,560 -19%
TPSF
99
Texas Permanent School Fund
Texas
$2.14M +$9.34K +286 +0.4%
Comerica Bank
100
Comerica Bank
Texas
$2.14M -$66.2K -2,027 -3%

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.