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Federated Hermes
FHI

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71% → 86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284 → 282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$31M
2
BlackRock
BlackRock
New York
+$26.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.2M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.61M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.1M
2
RA
Royce & Associates
New York
-$17.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$10.2M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$6.55M
5
BCM
Buckhead Capital Management
Georgia
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
DVM
201
Dreman Value Management
Florida
$342K – – –
O
202
OppenheimerFunds
New York
$323K -$3.01K -107 -1%
PA
203
Profund Advisors
Maryland
$323K +$27.8K +990 +10%
GSBTD
204
Glenview State Bank Trust Department
Illinois
$322K – – –
SEI Investments
205
SEI Investments
Pennsylvania
$309K -$613K -21,806 -68%
SKK
206
Shepherd Kaplan Krochuk
Massachusetts
$309K – – –
T. Rowe Price Associates
207
T. Rowe Price Associates
Maryland
$301K – – –
SFG
208
Summit Financial Group
West Virginia
$297K – – –
FCM
209
Flinton Capital Management
Pennsylvania
$293K +$45.6K +1,624 +20%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$277K +$262K +9,335 New
RCM
211
Riverhead Capital Management
Delaware
$262K +$39K +1,388 +19%
Jane Street
212
Jane Street
New York
$257K +$243K +8,648 New
AFA
213
Abacus FCF Advisors
Florida
$256K +$35.4K +1,260 +17%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$247K -$10.5K -375 -4%
FA
215
FDx Advisors
Illinois
$245K +$232K +8,248 New
HSBC Holdings
216
HSBC Holdings
United Kingdom
$241K -$3.26M -115,901 -93%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$241K -$82.9K -2,950 -27%
HAIM
218
Hunter Associates Investment Management
Pennsylvania
$240K – – –
Squarepoint
219
Squarepoint
New York
$238K -$580K -20,637 -72%
FRM
220
Fox Run Management
Connecticut
$235K +$222K +7,900 New
Franklin Resources
221
Franklin Resources
California
$235K +$222K +7,914 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$231K – – –
TAM
223
Tyers Asset Management
Texas
$230K +$35.9K +1,276 +20%
CGH
224
Crossmark Global Holdings
Texas
$226K +$214K +7,625 New
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$224K +$5.31K +189 +3%
7 8
9
10 11

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.