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Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$509K -$47.5K -1,600 -6%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$508K -$573K -19,310 -42%
Asset Management One
153
Asset Management One
Japan
$507K +$159K +5,367 +25%
PCM
154
Prana Capital Management
Connecticut
$495K +$772K +26,000 New
Federated Hermes
155
Federated Hermes
Pennsylvania
$494K -$57.1K -1,923 -7%
Victory Capital Management
156
Victory Capital Management
Texas
$494K +$97.7K +3,291 +15%
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$490K
HIM
158
Hillsdale Investment Management
Ontario, Canada
$486K
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$478K
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$454K +$59.5K +2,005 +9%
JIM
161
Jupiter Investment Management
United Kingdom
$447K -$308K -10,361 -31%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$442K
AA
163
Aufman Associates
Pennsylvania
$441K -$22.4K -754 -3%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$436K +$187K +6,300 +38%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$431K +$168K +5,656 +33%
ASRS
166
Arizona State Retirement System
Arizona
$430K -$948K -31,926 -59%
LCOV
167
London Company of Virginia
Virginia
$421K +$656K +22,100 New
SG Americas Securities
168
SG Americas Securities
New York
$409K +$182K +6,128 +40%
AIA
169
Affinity Investment Advisors
California
$399K +$273K +9,190 +78%
LBC
170
Lowe Brockenbrough & Co
Virginia
$398K -$4.9K -165 -0.8%
Axa
171
Axa
France
$383K +$597K +20,100 New
SEC
172
Seven Eight Capital
New York
$358K +$558K +18,800 New
T. Rowe Price Associates
173
T. Rowe Price Associates
Maryland
$347K +$15.7K +528 +3%
AB
174
Amalgamated Bank
New York
$344K -$15.8K -533 -3%
MERSOM
175
Municipal Employees' Retirement System of Michigan
Michigan
$343K +$5.94K +200 +1%

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.