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Federated Hermes

276 hedge funds and large institutions have $1.72B invested in Federated Hermes in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $908K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 274276 (+2)

0.14% more ownership

Funds ownership: 79.72%79.86% (+0.14%)

9% less capital invested

Capital invested by funds: $1.9B → $1.72B (-$178M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
92
Reduced
114
Closed
29
Calls
$7.76M
Puts
$908K
Net Calls
+$6.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TFCM
126
Taylor Frigon Capital Management
Arizona
$862K +$951K +40,079 New
DTL
127
Dynamic Technology Lab
Singapore
$850K +$937K +39,505 New
BB
128
Busey Bank
Illinois
$813K -$29.6K -1,246 -3%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$800K -$12.7K -535 -1%
VRS
130
Virginia Retirement Systems
Virginia
$796K -$19K -800 -2%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$791K
Citigroup
132
Citigroup
New York
$789K -$701K -29,555 -45%
HIM
133
Hillsdale Investment Management
Ontario, Canada
$787K +$816K +34,400 +1,564%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$783K -$209K -8,824 -20%
AIP
135
Ameritas Investment Partners
Nebraska
$761K -$9.72K -410 -1%
SOMRS
136
State of Michigan Retirement System
Michigan
$745K -$7.12K -300 -0.9%
ACM
137
AlphaCrest Capital Management
New York
$726K +$578K +24,350 +259%
AP
138
Appleton Partners
Massachusetts
$719K -$617K -26,023 -44%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$712K +$2.13K +90 +0.3%
ANTB
140
AMG National Trust Bank
Colorado
$709K -$13.4K -563 -2%
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$703K -$1.59K -67 -0.2%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$702K -$68.8K -2,900 -8%
ETI
143
Enterprise Trust & Investment
California
$701K +$474K +20,000 +159%
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$670K +$450K +18,983 +156%
RB
145
Rodgers Brothers
Pennsylvania
$669K -$77.1K -3,250 -9%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$656K +$242K +10,218 +50%
JCIA
147
Jackson Creek Investment Advisors
Colorado
$652K +$719K +30,333 New
SWP
148
Stratos Wealth Partners
Ohio
$647K -$414K -17,458 -37%
ASRS
149
Arizona State Retirement System
Arizona
$622K +$172K +7,250 +33%
Asset Management One
150
Asset Management One
Japan
$613K +$44.4K +1,870 +7%

FHI Hedge Fund Activity: Q3 2020 in Review

276 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2020, worth a combined $1.72B — down 9.4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Prudential Financial, adding an estimated $17.8M. The largest seller was APG Asset Management, exiting entirely with an estimated $18.1M sold.

  • 276 institutional investors held Federated Hermes (FHI) as of Q3 2020, up from 274 in Q2 2020.
  • Funds reported $1.72B of Federated Hermes stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q3 2020 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q3 2020 was Prudential Financial, an estimated $17.8M added.
  • The largest Federated Hermes seller in Q3 2020 was APG Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2020.