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Federated Hermes

239 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $1.37M

0% more capital invested

Capital invested by funds: $2.71B → $2.71B (+$649K)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.55% less ownership

Funds ownership: 84.96%83.41% (-1.6%)

6% less funds holding

Funds holding: 253239 (-14)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
239
Holders Change
-14
Holders Change %
-5.53%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
16
Increased
80
Reduced
89
Closed
28
Calls
$3.4M
Puts
$1.37M
Net Calls
+$2.04M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$350M -$33.3M -1,144,044 -9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$303M -$3.24M -111,303 -1%
MAA
3
Managed Account Advisors
New Jersey
$196M +$7.64M +262,723 +4%
BFA
4
BlackRock Fund Advisors
California
$179M +$6.85M +235,595 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$170M +$2.46M +84,770 +2%
Invesco
6
Invesco
Georgia
$167M +$969K +33,347 +0.6%
State Street
7
State Street
Massachusetts
$83.3M -$634K -21,821 -0.8%
BIT
8
BlackRock Institutional Trust
California
$79.1M -$3.68M -126,629 -5%
MG
9
Markel Group
Virginia
$66M
LCOV
10
London Company of Virginia
Virginia
$59.8M +$7.45M +256,400 +15%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$59.3M -$39.2M -1,348,779 -41%
Boston Partners
12
Boston Partners
Massachusetts
$57.7M -$2.86M -98,346 -5%
Canada Life
13
Canada Life
Manitoba, Canada
$55.9M +$5.61M +193,100 +12%
BAM
14
Burgundy Asset Management
Ontario, Canada
$49.1M -$721K -24,808 -2%
Norges Bank
15
Norges Bank
Norway
$48.9M +$21.4M +736,342 +87%
HCM
16
Hamlin Capital Management
New York
$40M +$1.51M +52,055 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$35.8M +$1.03M +35,440 +3%
Northern Trust
18
Northern Trust
Illinois
$35.5M +$950K +32,685 +3%
FPA
19
First Pacific Advisors
California
$33.7M +$823K +28,300 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$25.5M +$3.9M +134,070 +19%
RIM
21
Ranger International Management
Illinois
$21.7M +$6.19M +213,072 +43%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$15.9M +$1.6M +55,076 +12%
CCP
23
Clarkston Capital Partners
Michigan
$15.9M +$29.7K +1,020 +0.2%
GCM
24
GoodHaven Capital Management
New Jersey
$15.7M -$23.3K -800 -0.2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$15.5M -$797K -27,400 -5%

FHI Hedge Fund Activity: Q2 2014 in Review

239 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2014, worth a combined $2.71B — up 0.02% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FHI and 16 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 80 added.

The largest buyer was Norges Bank, adding an estimated $21.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $39.2M.

  • 239 institutional investors held Federated Hermes (FHI) as of Q2 2014, down from 253 in Q1 2014.
  • Funds reported $2.71B of Federated Hermes stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 16 funds opened new Federated Hermes positions in Q2 2014 and 28 closed out, a net change of -12 holders.
  • The largest Federated Hermes buyer in Q2 2014 was Norges Bank, an estimated $21.4M added.
  • The largest Federated Hermes seller in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2014.