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Federated Hermes

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

113% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $653K

12% more funds holding

Funds holding: 279312 (+33)

6% more capital invested

Capital invested by funds: $2.33B → $2.48B (+$147M)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

0.23% more ownership

Funds ownership: 78.95%79.18% (+0.23%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$492K -$147K -4,200 -24%
CAM
177
Cubic Asset Management
Massachusetts
$487K -$132K -3,768 -22%
SB
178
Simmons Bank
Arkansas
$487K -$365K -10,399 -44%
X
179
Xponance
Pennsylvania
$481K +$702 +20 +0.2%
GTCM
180
Gyon Technologies Capital Management
New Jersey
$479K +$157K +4,479 +51%
Federated Hermes
181
Federated Hermes
Pennsylvania
$475K -$34.1K -973 -7%
CIM
182
CIM Investment Management
Pennsylvania
$465K
SDIC
183
South Dakota Investment Council
South Dakota
$463K
WG
184
Winton Group
United Kingdom
$460K +$444K +12,659 New
Neuberger Berman Group
185
Neuberger Berman Group
New York
$451K +$435K +12,415 New
IWA
186
IBEX Wealth Advisors
New Jersey
$450K +$435K +12,389 New
KI
187
Kula Investments
Illinois
$447K +$432K +12,321 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$432K -$3.44K -98 -0.8%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$426K
BRWA
190
B. Riley Wealth Advisors
Florida
$411K +$397K +11,316 New
FNT
191
First National Trust
Pennsylvania
$403K
NIC
192
Northwest Investment Counselors
Oregon
$402K -$11.2K -320 -3%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$395K -$69.5K -1,981 -15%
US Bancorp
194
US Bancorp
Minnesota
$386K -$7.05K -201 -2%
Axa
195
Axa
France
$385K
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$383K -$199K -5,677 -35%
GAM
197
Gotham Asset Management
New York
$381K +$368K +10,480 New
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$378K
RWM
199
Ritholtz Wealth Management
New York
$376K +$363K +10,359 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$373K +$119K +3,398 +50%

FHI Hedge Fund Activity: Q4 2022 in Review

312 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2022, worth a combined $2.48B — up 6.3% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FHI positions and 25 closed out — a net gain of 35 holders — while 101 added to existing stakes and 100 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $44.5M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 312 institutional investors held Federated Hermes (FHI) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.48B of Federated Hermes stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 60 funds opened new Federated Hermes positions in Q4 2022 and 25 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2022 was Schneider Downs Wealth Management Advisors, an estimated $44.5M added.
  • The largest Federated Hermes seller in Q4 2022 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2022.