We are live on ! Find out more
FHI icon

Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
151
Squarepoint
New York
$942K -$154K -3,810 -14%
ASRS
152
Arizona State Retirement System
Arizona
$936K -$9.98K -247 -1%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$933K
EGM
154
Engineers Gate Manager
New York
$921K +$905K +22,403 New
SA
155
Sanctuary Advisors
Indiana
$916K +$409K +10,135 +78%
ETC
156
Exchange Traded Concepts
Oklahoma
$914K +$22.6K +560 +3%
DCM
157
DGS Capital Management
New Jersey
$913K +$60.1K +1,489 +7%
I
158
InceptionR
California
$905K +$598K +14,800 +205%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$890K +$56.5K +1,400 +7%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$888K -$8.08K -200 -0.9%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$879K -$1.96M -48,596 -69%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$872K +$114K +2,833 +15%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$852K +$241K +5,969 +40%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$850K +$163K +4,028 +24%
VPIM
165
Vanguard Personalized Indexing Management
California
$848K +$84.4K +2,090 +11%
Creative Planning
166
Creative Planning
Kansas
$840K +$102K +2,525 +14%
II
167
Inspire Investing
Idaho
$829K +$814K +20,158 New
LPL Financial
168
LPL Financial
California
$793K +$153K +3,792 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
169
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$781K -$646K -16,000 -46%
SOMRS
170
State of Michigan Retirement System
Michigan
$760K -$8.08K -200 -1%
SVWAG
171
Sound View Wealth Advisors Group
Georgia
$750K -$230K -5,694 -24%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$731K +$489K +12,105 +212%
FA
173
Fortis Advisors
Pennsylvania
$727K +$714K +17,675 New
Deutsche Bank
174
Deutsche Bank
Germany
$719K +$60.1K +1,487 +9%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$712K -$5.9K -146 -0.8%

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.