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Federated Hermes

298 hedge funds and large institutions have $2.29B invested in Federated Hermes in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 94

9% more funds holding

Funds holding: 274298 (+24)

3% more call options, than puts

Call options by funds: $639K | Put options by funds: $623K

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$16.2M)

0.96% less ownership

Funds ownership: 77.7%76.73% (-0.96%)

Holders
298
Holders Change
+24
Holders Change %
+8.76%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
50
Increased
114
Reduced
94
Closed
23
Calls
$639K
Puts
$623K
Net Calls
+$16K
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M -$6.11M -199,877 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M +$4.23M +138,284 +2%
BFA
3
BlackRock Fund Advisors
California
$176M -$504K -16,479 -0.3%
RA
4
Royce & Associates
New York
$149M +$6.5M +212,673 +4%
Invesco
5
Invesco
Georgia
$136M -$148K -4,841 -0.1%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$100M
Canada Life
7
Canada Life
Manitoba, Canada
$95.6M +$4.27M +139,647 +4%
BIT
8
BlackRock Institutional Trust
California
$83.4M +$2.52M +82,577 +3%
State Street
9
State Street
Massachusetts
$77.9M +$1.01M +33,184 +1%
CCP
10
Clarkston Capital Partners
Michigan
$57.4M +$1.08M +35,420 +2%
HCM
11
Herndon Capital Management
Georgia
$53.3M +$10.2M +334,450 +22%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$50.2M +$5.15M +168,572 +11%
BAM
13
Burgundy Asset Management
Ontario, Canada
$46.5M -$632K -20,673 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.2M -$68.2M -2,229,509 -59%
Norges Bank
15
Norges Bank
Norway
$39.5M -$703K -23,000 -2%
HCM
16
Hamlin Capital Management
New York
$39.1M -$11.8M -385,368 -22%
Northern Trust
17
Northern Trust
Illinois
$34.4M +$1.16M +37,820 +3%
Charles Schwab
18
Charles Schwab
California
$24.2M +$9.15M +299,249 +55%
Macquarie Group
19
Macquarie Group
Australia
$22.4M +$17.3M +564,855 +263%
Comerica Bank
20
Comerica Bank
Texas
$21.2M -$540K -17,653 -3%
Renaissance Technologies
21
Renaissance Technologies
New York
$19M +$269K +8,800 +1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$18.1M +$1.2M +39,374 +7%
CM
23
CS McKee
Pennsylvania
$17.4M -$2.64M -86,450 -12%
Millennium Management
24
Millennium Management
New York
$15.8M +$10.1M +329,911 +151%
Goldman Sachs
25
Goldman Sachs
New York
$15.6M -$2.96M -96,742 -15%

FHI Hedge Fund Activity: Q2 2016 in Review

298 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2016, worth a combined $2.29B — down 0.7% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FHI positions and 23 closed out — a net gain of 27 holders — while 114 added to existing stakes and 94 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.3M. The largest seller was Bank of New York Mellon, cutting an estimated $68.2M.

  • 298 institutional investors held Federated Hermes (FHI) as of Q2 2016, up from 274 in Q1 2016.
  • Funds reported $2.29B of Federated Hermes stock for Q2 2016, down 0.7% quarter-over-quarter.
  • 50 funds opened new Federated Hermes positions in Q2 2016 and 23 closed out, a net change of +27 holders.
  • The largest Federated Hermes buyer in Q2 2016 was Macquarie Group, an estimated $17.3M added.
  • The largest Federated Hermes seller in Q2 2016 was Bank of New York Mellon, an estimated $68.2M sold.

Based on aggregated 13F filings for Q2 2016.