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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
DIA
76
Dean Investment Associates
Ohio
$4.27M +$1.73M +42,921 +70%
WG
77
Winton Group
United Kingdom
$4.16M +$4.08M +101,072 New
American Century Companies
78
American Century Companies
Missouri
$4.01M -$19.6K -485 -0.5%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$3.89M -$35.1K -870 -0.9%
FGP
80
Freestone Grove Partners
California
$3.81M +$3.74M +92,719 New
GI
81
GAMCO Investors
Connecticut
$3.79M
PAM
82
Panagora Asset Management
Massachusetts
$3.69M -$256K -6,330 -7%
CF
83
Corebridge Financial
Texas
$3.6M -$197K -4,866 -5%
MPAM
84
Murphy Pohlad Asset Management
Minnesota
$3.39M -$129K -3,200 -4%
Raymond James Financial
85
Raymond James Financial
Florida
$3.37M +$3.31M +81,907 New
HF
86
HRT Financial
New York
$3.35M +$1.99M +49,178 +152%
BCM
87
Basswood Capital Management
New York
$3.32M +$3.26M +80,787 New
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.27M -$463K -11,454 -13%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$3.26M +$2.89M +71,641 +898%
IPW
90
Inlet Private Wealth
Florida
$3.23M -$1.83M -45,300 -37%
MWM
91
Moran Wealth Management
Florida
$2.98M +$75.5K +1,870 +3%
DCM
92
Dean Capital Management
Kansas
$2.88M +$1.27M +31,347 +81%
PA
93
Paralel Advisors
Colorado
$2.86M +$255K +6,312 +10%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$2.78M -$88.5K -2,190 -3%
KCM
95
Kendall Capital Management
Maryland
$2.71M +$315K +7,790 +13%
A
96
AlphaQuest
New York
$2.64M +$430K +10,644 +20%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$2.54M +$214K +5,300 +9%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.52M -$85.9K -2,126 -3%
MIC
99
Mubadala Investment Company
United Arab Emirates
$2.4M +$2.36M +58,440 New
Canada Life
100
Canada Life
Manitoba, Canada
$2.31M -$17.8K -440 -0.8%

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.