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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$303M -$10.1M -304,418 -3%
MAA
2
Managed Account Advisors
New Jersey
$269M +$26.9M +810,289 +11%
RA
3
Royce & Associates
New York
$230M -$27.1M -815,890 -11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$202M +$10.1M +305,295 +5%
BFA
5
BlackRock Fund Advisors
California
$191M -$17.5M -528,533 -9%
Invesco
6
Invesco
Georgia
$159M -$396K -11,928 -0.3%
LCOV
7
London Company of Virginia
Virginia
$101M +$18.3M +552,686 +23%
BIT
8
BlackRock Institutional Trust
California
$90.8M +$4.85M +146,159 +6%
State Street
9
State Street
Massachusetts
$88.8M +$1.29M +38,974 +2%
Canada Life
10
Canada Life
Manitoba, Canada
$79M +$9.78M +294,744 +14%
MG
11
Markel Group
Virginia
$72.3M
BAM
12
Burgundy Asset Management
Ontario, Canada
$53.5M -$80.6K -2,429 -0.2%
Northern Trust
13
Northern Trust
Illinois
$45.3M +$2.29M +69,092 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.5M +$6.69M +201,608 +18%
HCM
15
Hamlin Capital Management
New York
$44.2M +$1.05M +31,580 +2%
Norges Bank
16
Norges Bank
Norway
$34M +$2.71M +81,784 +9%
Citadel Advisors
17
Citadel Advisors
Florida
$28.4M +$24M +723,794 +629%
Marshall Wace
18
Marshall Wace
United Kingdom
$27.9M +$478K +14,401 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$25.4M +$3.38M +101,737 +16%
FPA
20
First Pacific Advisors
California
$23.4M -$2.98M -89,700 -12%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$22.1M -$333K -10,042 -2%
CCP
22
Clarkston Capital Partners
Michigan
$20.3M +$1.86M +55,918 +10%
LRPA
23
L. Roy Papp & Associates
Arizona
$20.2M +$3.44M +103,696 +21%
Deutsche Bank
24
Deutsche Bank
Germany
$19.8M -$6.68M -201,223 -26%
BA
25
BlackRock Advisors
Delaware
$17.6M +$913K +27,500 +6%

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.