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Federated Hermes

244 hedge funds and large institutions have $2.54B invested in Federated Hermes in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $825K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

2% more funds holding

Funds holding: 239244 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.94% less ownership

Funds ownership: 83.41%82.47% (-0.94%)

6% less capital invested

Capital invested by funds: $2.71B → $2.54B (-$174M)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
24
Increased
93
Reduced
78
Closed
17
Calls
$4.04M
Puts
$825K
Net Calls
+$3.21M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
201
Fusion Investment Group
Pennsylvania
$172K -$7.28K -243 -4%
SNT
202
Security National Trust
West Virginia
$165K
DADC
203
D.A. Davidson & Co
Montana
$160K +$19.5K +650 +13%
VFA
204
Virtus Fund Advisers
Connecticut
$151K -$294K -9,827 -66%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$143K +$13.7K +457 +10%
OA
206
OFI Advisors
Pennsylvania
$139K -$2.25K -75 -2%
PAM
207
Panagora Asset Management
Massachusetts
$129K -$3.3K -110 -2%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$99K -$2.31K -77 -2%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$90K -$869 -29 -0.9%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$88K
US Bancorp
211
US Bancorp
Minnesota
$86K +$46.6K +1,555 +114%
AAM
212
Advisors Asset Management
Colorado
$82K -$3K -100 -3%
Group One Trading
213
Group One Trading
Illinois
$76K +$77.6K +2,591 New
EWM
214
Evercore Wealth Management
New York
$52K
QT
215
Quantbot Technologies
New York
$46K +$47.2K +1,576 New
TFA
216
Transamerica Financial Advisors
Florida
$43K
LNB
217
Ledyard National Bank
$39K
AW
218
Alpha Windward
Massachusetts
$32K
Creative Planning
219
Creative Planning
Kansas
$31K
NFG
220
Next Financial Group
Texas
$30K -$10.5K -350 -25%
WRM
221
Westport Resources Management
Connecticut
$29K
GGPS
222
Gary Goldberg Planning Services
New York
$22K -$30.9K -1,030 -58%
FBT
223
Founders Bank & Trust
Michigan
$21K
TRCT
224
Tower Research Capital (TRC)
New York
$19K -$240K -8,021 -92%
FHA
225
First Horizon Advisors
Tennessee
$14K -$449 -15 -3%

FHI Hedge Fund Activity: Q3 2014 in Review

244 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2014, worth a combined $2.54B — down 6.4% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FHI positions and 17 closed out — a net gain of 7 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $10.4M. The largest seller was Royce & Associates, cutting an estimated $41.1M.

  • 244 institutional investors held Federated Hermes (FHI) as of Q3 2014, up from 239 in Q2 2014.
  • Funds reported $2.54B of Federated Hermes stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 24 funds opened new Federated Hermes positions in Q3 2014 and 17 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q3 2014 was Managed Account Advisors, an estimated $10.4M added.
  • The largest Federated Hermes seller in Q3 2014 was Royce & Associates, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2014.