We are live on ! Find out more
FHI icon

Federated Hermes

258 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $763K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1% less funds holding

Funds holding: 261258 (-3)

3.44% less ownership

Funds ownership: 82.96%79.53% (-3.4%)

11% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$274M)

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 121

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
70
Reduced
121
Closed
29
Calls
$1.06M
Puts
$763K
Net Calls
+$302K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$113K
DA
202
Denali Advisors
California
$108K +$108K +3,400 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$106K +$190 +6 +0.2%
CSB
204
City State Bank
Iowa
$89K -$5.01K -158 -5%
JWM
205
Janiczek Wealth Management
Colorado
$76K +$5.58K +176 +9%
EWA
206
EverSource Wealth Advisors
Alabama
$66K +$65.9K +2,081 New
VanEck Associates
207
VanEck Associates
New York
$52K +$12.7K +401 +32%
UB
208
UMB Bank
Missouri
$50K -$285 -9 -0.6%
TPCW
209
TD Private Client Wealth
New York
$41.8K -$7.22K -228 -15%
SWM
210
Spire Wealth Management
Virginia
$30K
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$29K -$337K -10,640 -92%
WA
212
Win Advisors
Florida
$29K +$9.6K +303 +51%
Nomura Asset Management
213
Nomura Asset Management
Japan
$27.3K
SAM
214
S.A. Mason
Michigan
$25K +$127 +4 +0.5%
HI
215
Hudock Inc
Pennsylvania
$23K
BTI
216
Blue Trust Inc
Georgia
$23K +$21K +663 New
SOW
217
State of Wyoming
Wyoming
$21K -$29.1K -919 -59%
IA
218
IFP Advisors
Florida
$17K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$16K -$317 -10 -2%
BWM
220
Baystate Wealth Management
Massachusetts
$16K +$127 +4 +0.8%
S
221
SignatureFD
Georgia
$15K -$1.65K -52 -10%
PA
222
Parallel Advisors
California
$15K +$1.58K +50 +12%
RTC
223
Riverview Trust Company
Washington
$15K +$15.4K +487 New
WOSD
224
WFA of San Diego
California
$14K +$13.8K +435 New
GRP
225
Global Retirement Partners
California
$13K -$1.17K -37 -8%

FHI Hedge Fund Activity: Q2 2022 in Review

258 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2022, worth a combined $2.32B — down 11% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FHI positions and 29 closed out — a net gain of 4 holders — while 70 added to existing stakes and 121 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Ruffer LLP, cutting an estimated $49.8M.

  • 258 institutional investors held Federated Hermes (FHI) as of Q2 2022, down from 261 in Q1 2022.
  • Funds reported $2.32B of Federated Hermes stock for Q2 2022, down 11% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q2 2022 and 29 closed out, a net change of +4 holders.
  • The largest Federated Hermes buyer in Q2 2022 was Citadel Advisors, an estimated $45.3M added.
  • The largest Federated Hermes seller in Q2 2022 was Ruffer LLP, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2022.