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Federated Hermes

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71%86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$26.1M +929,585 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$250M -$19.1M -680,938 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$234M +$2.58M +91,971 +1%
Invesco
4
Invesco
Georgia
$147M +$22.6K +803 +0%
Canada Life
5
Canada Life
Manitoba, Canada
$139M +$31M +1,104,213 +31%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$88.1M -$333K -11,835 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.4M +$6.7M +238,363 +9%
State Street
8
State Street
Massachusetts
$81.3M +$379K +13,473 +0.5%
RA
9
Royce & Associates
New York
$74.7M -$17.7M -629,397 -20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$71.1M +$4.07M +144,816 +6%
FA
11
Fortis Advisors
Pennsylvania
$63.9M -$209K -7,442 -0.3%
HCM
12
Hamlin Capital Management
New York
$60.4M -$33.3K -1,185 -0.1%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$58.3M +$4.16M +147,998 +8%
BAM
14
Burgundy Asset Management
Ontario, Canada
$42.8M -$496K -17,663 -1%
Victory Capital Management
15
Victory Capital Management
Texas
$39.6M +$12.8M +456,280 +52%
Norges Bank
16
Norges Bank
Norway
$37.3M +$1M +35,650 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$35.5M +$948K +33,723 +3%
Northern Trust
18
Northern Trust
Illinois
$29.8M -$399K -14,212 -1%
Bank of America
19
Bank of America
North Carolina
$27.9M +$7.42M +264,213 +39%
Goldman Sachs
20
Goldman Sachs
New York
$24.9M +$2.55M +90,668 +12%
Charles Schwab
21
Charles Schwab
California
$24.5M +$2.36M +84,079 +11%
ACA
22
Anchor Capital Advisors
Massachusetts
$20.4M -$27.3K -973 -0.1%
CM
23
CS McKee
Pennsylvania
$19.4M -$165K -5,870 -0.9%
PAM
24
Panagora Asset Management
Massachusetts
$18M +$4.91M +174,759 +40%
First Trust Advisors
25
First Trust Advisors
Illinois
$17.2M +$11.2M +397,706 +218%

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.