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Federated Hermes

279 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

29% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $900K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 258279 (+21)

0% more capital invested

Capital invested by funds: $2.32B → $2.33B (+$9.94M)

0.57% less ownership

Funds ownership: 79.53%78.95% (-0.57%)

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
43
Increased
84
Reduced
108
Closed
20
Calls
$1.17M
Puts
$900K
Net Calls
+$265K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
201
Crossmark Global Holdings
Texas
$273K -$4.78K -140 -2%
ICM
202
IMS Capital Management
Oregon
$268K +$512 +15 +0.2%
SAM
203
Securian Asset Management
Minnesota
$256K -$21.3K -624 -7%
CC
204
Centiva Capital
New York
$254K +$262K +7,679 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$249K +$341 +10 +0.1%
BFS
206
Bickling Financial Services
Massachusetts
$248K +$1.98K +58 +0.8%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$240K +$4.71K +138 +2%
CFB
208
Cullen/Frost Bankers
Texas
$235K -$34.1K -1,000 -12%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$233K -$20.7K -607 -8%
PCM
210
Prelude Capital Management
New York
$230K -$120K -3,512 -34%
JWS
211
Juncture Wealth Strategies
Arizona
$215K +$222K +6,500 New
RI
212
Ridgewood Investments
New Jersey
$211K -$205 -6 -0.1%
VIA
213
Virtus Investment Advisers
Connecticut
$210K +$216K +6,342 New
VPIM
214
Vanguard Personalized Indexing Management
California
$206K -$31.5K -924 -13%
Verition Fund Management
215
Verition Fund Management
Connecticut
$203K -$85.9K -2,518 -29%
Barclays
216
Barclays
United Kingdom
$185K +$190K +5,573 New
QT
217
Quantbot Technologies
New York
$184K +$190K +5,564 New
IAS
218
IMA Advisory Services
Colorado
$181K -$7.44K -218 -4%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$176K
ECM
220
EMC Capital Management
Texas
$152K
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$147K -$29.3K -859 -16%
Macquarie Group
222
Macquarie Group
Australia
$118K -$56K -1,640 -46%
DA
223
Denali Advisors
California
$113K
JWM
224
Janiczek Wealth Management
Colorado
$108K +$37.8K +1,107 +49%
CSB
225
City State Bank
Iowa
$93K

FHI Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2022, worth a combined $2.33B — up 0.43% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FHI positions and 20 closed out — a net gain of 23 holders — while 84 added to existing stakes and 108 trimmed.

The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Canada Life, cutting an estimated $23.3M.

  • 279 institutional investors held Federated Hermes (FHI) as of Q3 2022, up from 258 in Q2 2022.
  • Funds reported $2.33B of Federated Hermes stock for Q3 2022, up 0.43% quarter-over-quarter.
  • 43 funds opened new Federated Hermes positions in Q3 2022 and 20 closed out, a net change of +23 holders.
  • The largest Federated Hermes buyer in Q3 2022 was Millennium Management, an estimated $27.5M added.
  • The largest Federated Hermes seller in Q3 2022 was Canada Life, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2022.