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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 Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$2.12M -$21.2K -650 -1%
Wellington Management Group
102
Wellington Management Group
Massachusetts
$1.89M +$672K +20,592 +55%
3C
103
361 Capital
Colorado
$1.88M -$1.36M -41,676 -42%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$1.84M -$258K -7,889 -12%
ASRS
105
Arizona State Retirement System
Arizona
$1.78M -$177K -5,429 -9%
Deutsche Bank
106
Deutsche Bank
Germany
$1.77M +$221K +6,756 +14%
ACM
107
AlphaCrest Capital Management
New York
$1.76M -$1.5K -46 -0.1%
Squarepoint
108
Squarepoint
New York
$1.75M -$4.99M -152,924 -74%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$1.75M -$70.4K -2,157 -4%
SB
110
Simmons Bank
Arkansas
$1.72M +$28.7K +879 +2%
MSA
111
Mason Street Advisors
Wisconsin
$1.67M +$22.5K +688 +1%
DCM
112
Dupont Capital Management
Delaware
$1.57M +$440K +13,467 +39%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.5M +$1.17M +35,898 +356%
GI
114
GAMCO Investors
Connecticut
$1.44M -$32.6K -1,000 -2%
RB
115
Rodgers Brothers
Pennsylvania
$1.42M -$49K -1,500 -3%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.41M +$26.1K +800 +2%
PAM
117
Palisade Asset Management
Minnesota
$1.35M
SO
118
STRS Ohio
Ohio
$1.35M
BB
119
Busey Bank
Illinois
$1.31M -$22.9K -701 -2%
YMRC
120
Yorktown Management & Research Company
Virginia
$1.26M +$32.6K +1,000 +3%
CAMG
121
CWA Asset Management Group
Florida
$1.2M -$254K -7,795 -17%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.2M -$83K -2,544 -6%
CIC
123
Chase Investment Counsel
Virginia
$1.2M -$283K -8,665 -19%
RJA
124
Raymond James & Associates
Florida
$1.19M +$280K +8,571 +31%
AIP
125
Ameritas Investment Partners
Nebraska
$1.16M +$12.8K +391 +1%

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.