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Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
176
New Mexico Educational Retirement Board
New Mexico
$711K
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$707K -$5.74K -142 -0.8%
1IA
178
1620 Investment Advisors
Massachusetts
$704K -$4.12K -102 -0.6%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$674K
YIH
180
Y-Intercept (HK)
Hong Kong
$673K -$344K -8,515 -34%
RB
181
Rodgers Brothers
Pennsylvania
$661K -$8.08K -200 -1%
CIC
182
Cornercap Investment Counsel
Georgia
$658K
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$652K -$8.08K -200 -1%
AIP
184
Ameritas Investment Partners
Nebraska
$642K -$21.9K -541 -3%
CL
185
CSS LLC
Illinois
$641K +$630K +15,600 New
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$627K +$305K +7,541 +98%
VT
187
Vise Technologies
New York
$615K +$4.44K +110 +0.7%
CCT
188
Capital City Trust
Florida
$606K -$31.1K -770 -5%
Cerity Partners
189
Cerity Partners
New York
$605K +$600K +14,865 New
WPW
190
Waldron Private Wealth
Pennsylvania
$602K +$304K +7,528 +106%
CM
191
Crestline Management
Texas
$601K +$39.3K +973 +7%
DTL
192
Dynamic Technology Lab
Singapore
$585K +$575K +14,233 New
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$576K +$566K +14,015 New
BV
194
Boxwood Ventures
Illinois
$540K
FNT
195
First National Trust
Pennsylvania
$500K +$55.9K +1,385 +13%
TSW
196
Three Seasons Wealth
Utah
$500K +$491K +12,159 New
EC
197
EntryPoint Capital
New York
$495K +$206K +5,109 +74%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$485K +$145K +3,594 +44%
QT
199
Quantbot Technologies
New York
$484K -$779K -19,279 -62%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$477K -$480K -11,893 -51%

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.