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Federated Hermes

285 hedge funds and large institutions have $2.44B invested in Federated Hermes in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 99

8% more capital invested

Capital invested by funds: $2.26B → $2.44B (+$181M)

0.11% more ownership

Funds ownership: 79%79.11% (+0.11%)

3% less funds holding

Funds holding: 295285 (-10)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
285
Holders Change
-10
Holders Change %
-3.39%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
118
Reduced
99
Closed
39
Calls
$4.51M
Puts
$2.13M
Net Calls
+$2.38M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
OSIA
176
O'Shares Investment Advisers
Massachusetts
$563K +$21.4K +728 +4%
N
177
Natixis
France
$548K +$514K +17,500 New
II
178
Inspire Investing
Idaho
$543K +$123K +4,200 +32%
WG
179
Winton Group
United Kingdom
$530K +$498K +16,937 New
CI Investments Inc
180
CI Investments Inc
Ontario, Canada
$526K -$7.37K -251 -1%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$523K
TRCT
182
Tower Research Capital (TRC)
New York
$517K +$280K +9,538 +137%
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$506K -$41.1K -1,400 -8%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$491K -$492K -16,759 -52%
LAM
185
Lingohr Asset Management
Germany
$478K +$63.9K +2,176 +17%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$477K
SO
187
STRS Ohio
Ohio
$475K -$831K -28,300 -65%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$474K
KCM
189
Kendall Capital Management
Maryland
$467K +$438K +14,915 New
SOADOR
190
State of Alaska Department of Revenue
Alaska
$461K -$17.4K -594 -4%
ACI
191
AMP Capital Investors
Australia
$460K -$730K -24,841 -63%
MWA
192
MFA Wealth Advisors
Pennsylvania
$443K
UA
193
Unison Advisors
District of Columbia
$429K +$16.2K +550 +4%
B
194
Bailard
California
$416K
DT
195
Diversified Trust
Tennessee
$413K -$72K -2,452 -16%
Osaic Holdings
196
Osaic Holdings
Arizona
$413K -$10.6K -361 -3%
QT
197
Quantbot Technologies
New York
$404K +$314K +10,686 +479%
FNT
198
First National Trust
Pennsylvania
$397K -$4.55K -155 -1%
NIC
199
Northwest Investment Counselors
Oregon
$396K -$10.6K -360 -3%
FHB
200
First Hawaiian Bank
Hawaii
$359K

FHI Hedge Fund Activity: Q1 2021 in Review

285 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2021, worth a combined $2.44B — up 8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 30 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 118 added.

The largest buyer was BlackRock, adding an estimated $23.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $14.5M sold.

  • 285 institutional investors held Federated Hermes (FHI) as of Q1 2021, down from 295 in Q4 2020.
  • Funds reported $2.44B of Federated Hermes stock for Q1 2021, up 8% quarter-over-quarter.
  • 30 funds opened new Federated Hermes positions in Q1 2021 and 39 closed out, a net change of -9 holders.
  • The largest Federated Hermes buyer in Q1 2021 was BlackRock, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2021 was Balyasny Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.