We are live on ! Find out more
FHI icon

Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$321M +$58.4M +2,483,909 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M -$8.95M -380,757 -4%
Canada Life
3
Canada Life
Manitoba, Canada
$139M +$6.99M +297,176 +5%
Invesco
4
Invesco
Georgia
$134M +$12M +510,935 +10%
State Street
5
State Street
Massachusetts
$78.1M +$607K +25,802 +0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$73.5M -$1.04M -44,090 -1%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$72.5M -$947K -40,255 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$67.9M -$1.86M -79,132 -3%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$59.7M +$11.3M +481,864 +24%
FA
10
Fortis Advisors
Pennsylvania
$47.5M +$61.4K +2,609 +0.1%
AQR Capital Management
11
AQR Capital Management
Connecticut
$47.1M +$177K +7,507 +0.4%
Goldman Sachs
12
Goldman Sachs
New York
$42.9M +$1.68M +71,629 +4%
BAM
13
Burgundy Asset Management
Ontario, Canada
$41.6M -$2.53M -107,529 -6%
Northern Trust
14
Northern Trust
Illinois
$38.8M +$1M +42,732 +3%
RA
15
Royce & Associates
New York
$36.4M -$240K -10,186 -0.7%
Norges Bank
16
Norges Bank
Norway
$31.1M +$1.03M +43,763 +4%
APG Asset Management
17
APG Asset Management
Netherlands
$28.8M +$9.3M +395,300 +40%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$28.3M +$656K +27,893 +2%
Millennium Management
19
Millennium Management
New York
$27.4M +$25M +1,061,005 +1,444%
Charles Schwab
20
Charles Schwab
California
$27.3M -$1.48M -63,085 -5%
Bank of America
21
Bank of America
North Carolina
$16.3M +$1.13M +48,156 +8%
ACA
22
Anchor Capital Advisors
Massachusetts
$14.8M -$126K -5,359 -0.9%
Wells Fargo
23
Wells Fargo
California
$12.6M -$1.58M -67,268 -11%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.3M +$435K +18,484 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$11.6M +$452K +19,209 +4%

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.