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Federated Hermes

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71%86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$1.57M -$404K -14,373 -21%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.48M +$317K +11,274 +29%
WMG
128
WESCAP Management Group
California
$1.41M +$3.54K +126 +0.3%
MSA
129
Mason Street Advisors
Wisconsin
$1.41M +$56.5K +2,010 +4%
JP Morgan Chase
130
JP Morgan Chase
New York
$1.4M -$1.77K -63 -0.1%
ACI
131
AMP Capital Investors
Australia
$1.39M +$338K +12,020 +35%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.38M -$16.5K -586 -1%
Federated Hermes
133
Federated Hermes
Pennsylvania
$1.34M
GCP
134
GSA Capital Partners
United Kingdom
$1.27M +$1.21M +42,910 New
M&T Bank
135
M&T Bank
New York
$1.27M +$281 +10 +0%
BF
136
BOK Financial
Oklahoma
$1.15M -$20.3K -721 -2%
ZIG
137
Zurich Insurance Group
Switzerland
$1.14M
VRS
138
Virginia Retirement Systems
Virginia
$1.09M +$326K +11,600 +46%
SOMRS
139
State of Michigan Retirement System
Michigan
$1.07M -$64.6K -2,300 -6%
PAM
140
Palisade Asset Management
Minnesota
$1.02M +$446K +15,890 +86%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.02M -$5.84K -208 -0.6%
AG
142
Aperio Group
California
$998K +$132K +4,693 +16%
RJA
143
Raymond James & Associates
Florida
$977K +$170K +6,036 +22%
SW
144
SVB Wealth
Massachusetts
$959K +$52.5K +1,867 +6%
LAM
145
Lingohr Asset Management
Germany
$945K +$9.66K +344 +1%
NSAM
146
North Star Asset Management
Wisconsin
$908K -$2.18M -77,555 -72%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$857K -$196K -6,970 -19%
AA
148
ALPS Advisors
Colorado
$835K +$34K +1,210 +4%
LCM
149
Laurion Capital Management
New York
$790K +$219K +7,808 +42%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$787K +$33.7K +1,200 +5%

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.