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Federated Hermes

244 hedge funds and large institutions have $2.54B invested in Federated Hermes in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $825K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

2% more funds holding

Funds holding: 239244 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.94% less ownership

Funds ownership: 83.41%82.47% (-0.94%)

6% less capital invested

Capital invested by funds: $2.71B → $2.54B (-$174M)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
24
Increased
93
Reduced
78
Closed
17
Calls
$4.04M
Puts
$825K
Net Calls
+$3.21M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$292M -$41.1M -1,370,673 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$283M -$4.5M -150,200 -2%
MAA
3
Managed Account Advisors
New Jersey
$196M +$10.4M +346,937 +5%
BFA
4
BlackRock Fund Advisors
California
$175M +$5.54M +185,011 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$164M +$2.02M +67,270 +1%
Invesco
6
Invesco
Georgia
$160M +$1.66M +55,268 +1%
State Street
7
State Street
Massachusetts
$77.8M -$1.42M -47,510 -2%
BIT
8
BlackRock Institutional Trust
California
$74.3M -$794K -26,507 -1%
MG
9
Markel Group
Virginia
$62.7M
LCOV
10
London Company of Virginia
Virginia
$61.3M +$4.56M +152,072 +8%
Canada Life
11
Canada Life
Manitoba, Canada
$59.2M +$5.93M +198,043 +11%
Boston Partners
12
Boston Partners
Massachusetts
$53.4M -$1.45M -48,520 -3%
BAM
13
Burgundy Asset Management
Ontario, Canada
$45.4M -$1.26M -41,994 -3%
HCM
14
Hamlin Capital Management
New York
$37.6M -$399K -13,330 -1%
Northern Trust
15
Northern Trust
Illinois
$35.8M +$2.21M +73,664 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$33.8M -$134K -4,478 -0.4%
FPA
17
First Pacific Advisors
California
$33.1M +$1.15M +38,300 +4%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$31.7M -$25.1M -838,127 -44%
Norges Bank
19
Norges Bank
Norway
$24.7M -$22.2M -740,126 -47%
RIM
20
Ranger International Management
Illinois
$24M +$3.46M +115,400 +16%
Deutsche Bank
21
Deutsche Bank
Germany
$22.3M -$1.94M -64,710 -8%
Marshall Wace
22
Marshall Wace
United Kingdom
$17.7M +$5.33M +177,937 +42%
Goldman Sachs
23
Goldman Sachs
New York
$16.5M +$3.31M +110,355 +24%
AllianceBernstein
24
AllianceBernstein
Tennessee
$16.1M +$3.63M +121,088 +28%
CCP
25
Clarkston Capital Partners
Michigan
$15.6M +$521K +17,392 +3%

FHI Hedge Fund Activity: Q3 2014 in Review

244 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2014, worth a combined $2.54B — down 6.4% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FHI positions and 17 closed out — a net gain of 7 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $10.4M. The largest seller was Royce & Associates, cutting an estimated $41.1M.

  • 244 institutional investors held Federated Hermes (FHI) as of Q3 2014, up from 239 in Q2 2014.
  • Funds reported $2.54B of Federated Hermes stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 24 funds opened new Federated Hermes positions in Q3 2014 and 17 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q3 2014 was Managed Account Advisors, an estimated $10.4M added.
  • The largest Federated Hermes seller in Q3 2014 was Royce & Associates, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2014.