We are live on ! Find out more
FHI icon

Federated Hermes

286 hedge funds and large institutions have $2.47B invested in Federated Hermes in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $653K

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.22B → $2.47B (+$256M)

1% more funds holding

Funds holding: 284286 (+2)

1% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 101

1.45% less ownership

Funds ownership: 86.12%84.67% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
286
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
48
Increased
100
Reduced
101
Closed
41
Calls
$3.51M
Puts
$653K
Net Calls
+$2.86M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
101
Texas Permanent School Fund
Texas
$1.91M +$70.6K +2,543 +4%
GF
102
Gabelli Funds
New York
$1.91M -$1,000K -36,000 -36%
UBS Group
103
UBS Group
Switzerland
$1.88M -$1.57M -56,437 -47%
Stifel Financial
104
Stifel Financial
Missouri
$1.87M +$147K +5,291 +9%
NIC
105
Northwest Investment Counselors
Oregon
$1.79M -$46.8K -1,685 -3%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M +$1.86K +67 +0.1%
CAMG
107
CWA Asset Management Group
Florida
$1.6M -$527K -18,980 -26%
OSIA
108
O'Shares Investment Advisers
Massachusetts
$1.6M -$189K -6,816 -11%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.55M -$707K -25,457 -32%
MSA
110
Mason Street Advisors
Wisconsin
$1.49M +$25.4K +913 +2%
ACI
111
AMP Capital Investors
Australia
$1.49M +$99.1K +3,569 +8%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.45M +$1.16M +41,906 +552%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.41M +$53.8K +1,937 +4%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$1.4M +$69.4K +2,500 +6%
WI
115
WBI Investments
New Jersey
$1.35M +$397K +14,286 +45%
DADC
116
D.A. Davidson & Co
Montana
$1.32M -$13.3K -479 -1%
CIC
117
Chase Investment Counsel
Virginia
$1.3M +$1.23M +44,268 New
PAM
118
Palisade Asset Management
Minnesota
$1.21M
AIP
119
Ameritas Investment Partners
Nebraska
$1.12M -$21K -756 -2%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.12M +$17.4K +626 +2%
CIM
121
Cambria Investment Management
California
$1.07M -$50K -1,800 -5%
RJA
122
Raymond James & Associates
Florida
$1.06M +$210K +7,560 +27%
ANTB
123
AMG National Trust Bank
Colorado
$1.03M -$70.8K -2,549 -7%
SOMRS
124
State of Michigan Retirement System
Michigan
$999K +$2.78K +100 +0.3%
Federated Hermes
125
Federated Hermes
Pennsylvania
$998K

FHI Hedge Fund Activity: Q1 2019 in Review

286 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2019, worth a combined $2.47B — up 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FHI positions and 41 closed out — a net gain of 7 holders — while 100 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.8M. The largest seller was AQR Capital Management, cutting an estimated $18M.

  • 286 institutional investors held Federated Hermes (FHI) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $2.47B of Federated Hermes stock for Q1 2019, up 12% quarter-over-quarter.
  • 48 funds opened new Federated Hermes positions in Q1 2019 and 41 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q1 2019 was Arrowstreet Capital, an estimated $29.8M added.
  • The largest Federated Hermes seller in Q1 2019 was AQR Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.