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Federated Hermes

288 hedge funds and large institutions have $2.83B invested in Federated Hermes in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.14M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.47B → $2.83B (+$359M)

1% more funds holding

Funds holding: 286288 (+2)

0.49% less ownership

Funds ownership: 84.67%84.18% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
37
Increased
87
Reduced
114
Closed
28
Calls
$1.8M
Puts
$1.14M
Net Calls
+$660K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$427M -$2.04M -64,489 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$891K +28,226 +0.3%
Canada Life
3
Canada Life
Manitoba, Canada
$176M -$13.2M -418,663 -7%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$169M -$4.57M -144,819 -3%
Invesco
5
Invesco
Georgia
$165M -$6.59M -208,814 -4%
State Street
6
State Street
Massachusetts
$102M +$2.73M +86,423 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$101M +$97K +3,071 +0.1%
AAMU
8
Amundi Asset Management US
Massachusetts
$85.2M -$1.25M -39,458 -10%
APG Asset Management
9
APG Asset Management
Netherlands
$80.2M +$24.6M +779,500 +38%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$78.5M -$7M -221,666 -8%
FA
11
Fortis Advisors
Pennsylvania
$62.6M -$1.26M -39,835 -2%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$57.3M +$21.8M +689,244 +64%
BAM
13
Burgundy Asset Management
Ontario, Canada
$55.1M +$19.8K +628 +0%
Northern Trust
14
Northern Trust
Illinois
$54.3M +$824K +26,093 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$48.3M +$9.18M +290,683 +24%
Citadel Advisors
16
Citadel Advisors
Florida
$40.4M +$38.8M +1,229,535 +9,289%
Charles Schwab
17
Charles Schwab
California
$40.2M -$579K -18,347 -1%
Norges Bank
18
Norges Bank
Norway
$40M
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$37.7M -$17.9M -566,255 -33%
Millennium Management
20
Millennium Management
New York
$31.6M +$11.3M +358,826 +59%
AQR Capital Management
21
AQR Capital Management
Connecticut
$31.6M -$11.3M -356,838 -27%
Goldman Sachs
22
Goldman Sachs
New York
$25.4M -$7.33M -232,095 -23%
SC
23
Samlyn Capital
New York
$24.5M +$23.8M +754,364 New
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.5M +$7.64M +242,100 +74%
HighTower Advisors
25
HighTower Advisors
Illinois
$17.4M +$1.98M +62,721 +13%

FHI Hedge Fund Activity: Q2 2019 in Review

288 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2019, worth a combined $2.83B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHI positions and 28 closed out — a net gain of 9 holders — while 87 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $38.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $18.1M.

  • 288 institutional investors held Federated Hermes (FHI) as of Q2 2019, up from 286 in Q1 2019.
  • Funds reported $2.83B of Federated Hermes stock for Q2 2019, up 15% quarter-over-quarter.
  • 37 funds opened new Federated Hermes positions in Q2 2019 and 28 closed out, a net change of +9 holders.
  • The largest Federated Hermes buyer in Q2 2019 was Citadel Advisors, an estimated $38.8M added.
  • The largest Federated Hermes seller in Q2 2019 was Anchor Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.