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Federated Hermes

276 hedge funds and large institutions have $1.72B invested in Federated Hermes in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $908K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 274276 (+2)

0.14% more ownership

Funds ownership: 79.72%79.86% (+0.14%)

9% less capital invested

Capital invested by funds: $1.9B → $1.72B (-$178M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
92
Reduced
114
Closed
29
Calls
$7.76M
Puts
$908K
Net Calls
+$6.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
176
Lowe Brockenbrough & Co
Virginia
$425K -$4.74K -200 -1%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$424K -$75.9K -3,200 -14%
TC
178
TwinBeech Capital
New York
$415K +$458K +19,315 New
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$408K +$55.7K +2,350 +14%
GC
180
Globeflex Capital
California
$400K +$441K +18,602 New
SGAM
181
Smith Group Asset Management
Texas
$396K +$233K +9,820 +114%
Victory Capital Management
182
Victory Capital Management
Texas
$386K -$40.7K -1,718 -9%
AA
183
Aufman Associates
Pennsylvania
$385K -$41.7K -1,760 -9%
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$378K
CIM
185
CIM Investment Management
Pennsylvania
$376K +$6.02K +254 +1%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$368K +$126K +5,295 +45%
AW
187
Alpha Windward
Massachusetts
$357K +$394K +16,620 New
SOADOR
188
State of Alaska Department of Revenue
Alaska
$349K -$19.3K -812 -5%
Truist Financial
189
Truist Financial
North Carolina
$348K -$13.3K -559 -3%
OSIA
190
O'Shares Investment Advisers
Massachusetts
$348K +$131K +5,506 +52%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$345K +$64K +2,699 +20%
EVM
192
Eaton Vance Management
Massachusetts
$344K -$5.46K -230 -1%
BPM
193
Bowling Portfolio Management
Ohio
$337K +$371K +15,659 New
PTC
194
Petrus Trust Company
Texas
$335K +$370K +15,581 New
Handelsbanken Fonder
195
Handelsbanken Fonder
Sweden
$328K
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$326K
OR
197
Olympiad Research
Connecticut
$308K -$6.4K -270 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$305K +$337K +14,200 New
MWA
199
MFA Wealth Advisors
Pennsylvania
$304K
DT
200
Diversified Trust
Tennessee
$303K -$20.1K -846 -6%

FHI Hedge Fund Activity: Q3 2020 in Review

276 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2020, worth a combined $1.72B — down 9.4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Prudential Financial, adding an estimated $17.8M. The largest seller was APG Asset Management, exiting entirely with an estimated $18.1M sold.

  • 276 institutional investors held Federated Hermes (FHI) as of Q3 2020, up from 274 in Q2 2020.
  • Funds reported $1.72B of Federated Hermes stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q3 2020 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q3 2020 was Prudential Financial, an estimated $17.8M added.
  • The largest Federated Hermes seller in Q3 2020 was APG Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2020.