We are live on ! Find out more
FHI icon

Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
201
Lowe Brockenbrough & Co
Virginia
$471K
MPM
202
Meritage Portfolio Management
Kansas
$470K +$50.9K +1,261 +12%
NAAA
203
New Age Alpha Advisors
New York
$461K +$453K +11,217 New
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$450K -$444 -11 -0.1%
EMPI
205
Elo Mutual Pension Insurance
Finland
$446K +$438K +10,844 New
AP
206
Advisors Preferred
Maryland
$430K -$190K -4,716 -31%
1C
207
111 Capital
France
$427K +$420K +10,398 New
Nomura Holdings
208
Nomura Holdings
Japan
$425K +$418K +10,339 New
TRCT
209
Tower Research Capital (TRC)
New York
$424K +$19.1K +474 +5%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$421K -$40 -1 -0%
Prudential Financial
211
Prudential Financial
New Jersey
$414K +$396K +9,817 New
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$413K
US Bancorp
213
US Bancorp
Minnesota
$413K
BHCM
214
Brevan Howard Capital Management
Jersey
$406K -$734K -18,177 -65%
GC
215
Globeflex Capital
California
$399K +$392K +9,700 New
Mariner
216
Mariner
Kansas
$392K +$385K +9,539 New
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$375K +$13.9K +344 +4%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$365K -$10.5K -260 -3%
ACM
219
Aquatic Capital Management
Illinois
$362K +$355K +8,800 New
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$356K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$355K -$12.8M -315,968 -97%
IC
222
IEQ Capital
California
$353K +$346K +8,576 New
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$343K +$337K +8,345 New
DT
224
Diversified Trust
Tennessee
$336K +$8.4K +208 +3%
ET
225
Entropy Technologies
New York
$335K +$93.2K +2,307 +40%

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.