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Federated Hermes

244 hedge funds and large institutions have $2.54B invested in Federated Hermes in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $825K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

2% more funds holding

Funds holding: 239244 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.94% less ownership

Funds ownership: 83.41%82.47% (-0.94%)

6% less capital invested

Capital invested by funds: $2.71B → $2.54B (-$174M)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
24
Increased
93
Reduced
78
Closed
17
Calls
$4.04M
Puts
$825K
Net Calls
+$3.21M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$543K -$59.2K -1,977 -10%
WG
152
Winton Group
United Kingdom
$505K +$8.39K +280 +2%
JIM
153
Jensen Investment Management
Oregon
$494K +$5.99K +200 +1%
AG
154
Aperio Group
California
$492K +$16K +535 +3%
Walleye Trading
155
Walleye Trading
New York
$487K +$497K +16,595 New
URS
156
Utah Retirement Systems
Utah
$474K
GAM
157
Gotham Asset Management
New York
$426K +$4.38K +146 +1%
CSS
158
Cubist Systematic Strategies
Connecticut
$415K +$424K +14,145 New
AL
159
Airain Ltd
Guernsey
$412K +$420K +14,030 New
PAM
160
Paradigm Asset Management
New York
$402K -$192K -6,400 -32%
SAM
161
Securian Asset Management
Minnesota
$396K +$6.8K +227 +2%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$378K +$59.9K +2,000 +18%
WCM
163
Wedge Capital Management
North Carolina
$376K +$5.99K +200 +2%
AP
164
Appleton Partners
Massachusetts
$344K -$11.8K -395 -3%
CIC
165
Crawford Investment Counsel
Georgia
$342K
IIC
166
Ironwood Investment Counsel
Arizona
$338K -$22.5K -750 -6%
WTB
167
Washington Trust Bank
Washington
$338K
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$334K +$312K +10,400 +1,096%
ECM
169
EagleClaw Capital Management
Massachusetts
$334K +$342K +11,400 New
PNC
170
Park National Corp
Ohio
$327K +$5.99K +200 +2%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$325K +$39K +1,300 +13%
SCA
172
STALEY CAPITAL ADVISERS
Pennsylvania
$321K +$14.3K +476 +5%
GSBTD
173
Glenview State Bank Trust Department
Illinois
$309K
QSS
174
Quantitative Systematic Strategies
Florida
$309K +$314K +10,489 New
SG Americas Securities
175
SG Americas Securities
New York
$308K -$819K -27,317 -72%

FHI Hedge Fund Activity: Q3 2014 in Review

244 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2014, worth a combined $2.54B — down 6.4% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FHI positions and 17 closed out — a net gain of 7 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $10.4M. The largest seller was Royce & Associates, cutting an estimated $41.1M.

  • 244 institutional investors held Federated Hermes (FHI) as of Q3 2014, up from 239 in Q2 2014.
  • Funds reported $2.54B of Federated Hermes stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 24 funds opened new Federated Hermes positions in Q3 2014 and 17 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q3 2014 was Managed Account Advisors, an estimated $10.4M added.
  • The largest Federated Hermes seller in Q3 2014 was Royce & Associates, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2014.