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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
SCM
176
Shelton Capital Management
Colorado
$307K
YMRC
177
Yorktown Management & Research Company
Virginia
$294K
NAM
178
NTV Asset Management
West Virginia
$293K
PA
179
Profund Advisors
Maryland
$286K -$156K -5,202 -35%
PGIM
180
Pacific Global Investment Management
California
$286K -$134K -4,479 -32%
T. Rowe Price Associates
181
T. Rowe Price Associates
Maryland
$279K
KAM
182
Keeley Asset Management
Illinois
$271K
WAM
183
World Asset Management
Michigan
$262K -$4.29K -143 -2%
BMCMI
184
Bryn Mawr Capital Management Inc
Pennsylvania
$262K +$267K +8,920 New
AI
185
ArchPoint Investors
Florida
$261K
AB
186
Amalgamated Bank
New York
$248K +$3.18K +106 +1%
MIC
187
MU Investments Company
Japan
$245K -$56.3K -1,880 -18%
Loomis, Sayles & Company
188
Loomis, Sayles & Company
Massachusetts
$245K
CCMH
189
Cornerstone Capital Management Holdings
New York
$237K +$242K +8,081 New
RFC
190
Russell Frank Company
Washington
$236K +$73.9K +2,466 +44%
UCFA
191
United Capital Financial Advisors
Texas
$235K +$240K +8,006 New
GAM
192
Guinness Asset Management
United Kingdom
$221K +$18K +600 +9%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$219K +$4.5K +150 +2%
HAIM
194
Hunter Associates Investment Management
Pennsylvania
$215K
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$211K -$183K -6,093 -46%
Citigroup
196
Citigroup
New York
$207K -$575K -19,198 -73%
CAM
197
Capstone Asset Management
Texas
$207K +$11.7K +390 +6%
Bessemer Group
198
Bessemer Group
New Jersey
$203K +$207K +6,900 New
IC
199
InterOcean Capital
Illinois
$203K +$207K +6,900 New
Parallax Volatility Advisers
200
Parallax Volatility Advisers
California
$180K +$40.5K +1,352 +28%

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.