We are live on ! Find out more
FHI icon

Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
EagleClaw Capital Management
Massachusetts
$209K -$11.9K -400 -4%
WCM
202
Whitener Capital Management
North Carolina
$196K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$192K
SFG
204
Summit Financial Group
West Virginia
$191K
SAM
205
Securian Asset Management
Minnesota
$188K
AII
206
AGF Investments Inc
Ontario, Canada
$187K +$291K +9,797 New
IA
207
IndexIQ Advisors
New York
$185K +$288K +9,703 New
EMG
208
ETF Managers Group
New Jersey
$183K +$28.9K +972 +11%
Daiwa Securities Group
209
Daiwa Securities Group
Japan
$181K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$158K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$154K +$49.9K +1,680 +26%
EAM
212
Eukles Asset Management
Ohio
$144K +$8.61K +290 +4%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$143K -$223K -7,516 -50%
FCA
214
FinTrust Capital Advisors
South Carolina
$121K
AssetMark Inc
215
AssetMark Inc
California
$113K +$34.3K +1,157 +24%
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K -$5.43K -183 -4%
LIA
217
LS Investment Advisors
Michigan
$92K
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$90K -$642K -21,645 -82%
SNT
219
Security National Trust
West Virginia
$86K
NIT
220
NumerixS Investment Technologies
British Columbia, Canada
$82K -$56.4K -1,900 -31%
NICM
221
Neo Ivy Capital Management
New York
$70K +$109K +3,663 New
SF
222
Synovus Financial
Georgia
$65K
SAM
223
S.A. Mason
Michigan
$52K +$178 +6 +0.2%
SGAM
224
Smith Group Asset Management
Texas
$46K +$71.5K +2,410 New
GT
225
Glenmede Trust
Pennsylvania
$45K

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.