We are live on ! Find out more
FHI icon

Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
176
Two Sigma Advisers
New York
$382K -$19.9K -600 -5%
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$362K -$689K -20,749 -66%
PNC
178
Park National Corp
Ohio
$360K +$13.4K +404 +4%
Group One Trading
179
Group One Trading
Illinois
$352K -$1.03M -31,104 -75%
LP
180
LMR Partners
United Kingdom
$349K +$47.3K +1,425 +16%
GSBTD
181
Glenview State Bank Trust Department
Illinois
$348K -$9.96K -300 -3%
NAM
182
NTV Asset Management
West Virginia
$338K
SCM
183
Shelton Capital Management
Colorado
$333K
AI
184
ArchPoint Investors
Florida
$328K
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$324K +$63.1K +1,900 +25%
T. Rowe Price Associates
186
T. Rowe Price Associates
Maryland
$322K
TI
187
Trexquant Investment
Connecticut
$321K +$315K +9,500 New
PGIM
188
Pacific Global Investment Management
California
$320K +$166 +5 +0.1%
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$318K -$38.2K -1,150 -11%
SCA
190
STALEY CAPITAL ADVISERS
Pennsylvania
$308K -$288K -8,664 -49%
AB
191
Amalgamated Bank
New York
$301K +$12.3K +372 +4%
KAM
192
Keeley Asset Management
Illinois
$299K
LA
193
Lucus Advisors
New York
$287K -$207K -6,234 -42%
MIC
194
MU Investments Company
Japan
$280K -$19.9K -600 -7%
UCFA
195
United Capital Financial Advisors
Texas
$275K
WAM
196
World Asset Management
Michigan
$262K -$2.85K -86 -1%
NMIMC
197
Northwestern Mutual Investment Management Company
Wisconsin
$259K +$254K +7,640 New
Nomura Holdings
198
Nomura Holdings
Japan
$257K +$255K +7,686 New
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$256K +$3.32K +100 +1%
WP
200
WealthPLAN Partners
Nebraska
$256K +$251K +7,550 New

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.