We are live on ! Find out more
FHI icon

Federated Hermes

261 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $5M | Put options by funds: $902K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more ownership

Funds ownership: 79.97%82.96% (+3%)

0% more funds holding

Funds holding: 261261 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

11% less capital invested

Capital invested by funds: $2.91B → $2.59B (-$311M)

Holders
261
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
90
Reduced
98
Closed
29
Calls
$5M
Puts
$902K
Net Calls
+$4.1M
Net Calls Change
+$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
TFCM
101
Taylor Frigon Capital Management
Arizona
$1.52M -$24.2K -712 -2%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$1.48M -$86.8K -2,550 -6%
Comerica Bank
103
Comerica Bank
Texas
$1.45M +$47.3K +1,390 +3%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$1.42M +$42.2K +1,240 +3%
EP
105
Edgestream Partners
New Jersey
$1.41M +$1.41M +41,486 New
PAM
106
Palisade Asset Management
Minnesota
$1.4M
CAMG
107
CWA Asset Management Group
Florida
$1.35M +$1.09K +32 +0.1%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$1.32M +$1.32M +38,821 New
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$1.28M
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$1.26M +$68.4K +2,011 +6%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.26M +$25.6K +751 +2%
HSA
112
Hussman Strategic Advisors
Maryland
$1.24M
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M +$115K +3,384 +11%
CA
114
CSM Advisors
Pennsylvania
$1.16M -$673K -19,790 -37%
SB
115
Simmons Bank
Arkansas
$1.15M -$219K -6,427 -16%
AIP
116
Ameritas Investment Partners
Nebraska
$1.13M
ProShare Advisors
117
ProShare Advisors
Maryland
$1.13M -$146K -4,290 -11%
HKAM
118
Horizon Kinetics Asset Management
New York
$1.12M -$53.3K -1,568 -5%
Creative Planning
119
Creative Planning
Kansas
$1.06M +$12.6K +369 +1%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.06M -$23.8K -700 -2%
Axa
121
Axa
France
$1.05M
Russell Investments Group
122
Russell Investments Group
United Kingdom
$1.01M -$61.6K -1,812 -6%
VRS
123
Virginia Retirement Systems
Virginia
$984K +$983K +28,900 New
RJA
124
Raymond James & Associates
Florida
$976K -$83.8K -2,463 -8%
SG Americas Securities
125
SG Americas Securities
New York
$952K +$244K +7,161 +34%

FHI Hedge Fund Activity: Q1 2022 in Review

261 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2022, worth a combined $2.59B — down 11% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $23.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $28.4M sold.

  • 261 institutional investors held Federated Hermes (FHI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.59B of Federated Hermes stock for Q1 2022, down 11% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q1 2022 was Invesco, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2022 was Basswood Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2022.