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Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M -$8.65M -291,471 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M +$7.63M +257,021 +3%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$121M +$1.88M +63,237 +1%
Canada Life
4
Canada Life
Manitoba, Canada
$108M +$587K +19,782 +0.4%
Invesco
5
Invesco
Georgia
$73.2M -$13.4M -452,632 -11%
State Street
6
State Street
Massachusetts
$61.1M +$3.08M +103,879 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$53.8M -$3.71M -124,874 -4%
APG Asset Management
8
APG Asset Management
Netherlands
$37.4M -$46.3M -1,560,366 -44%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35.9M -$14.3M -481,442 -20%
Northern Trust
10
Northern Trust
Illinois
$31.7M -$1.89M -63,640 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.4M +$6.29M +211,935 +15%
Charles Schwab
12
Charles Schwab
California
$25.1M +$2.13M +71,753 +6%
Norges Bank
13
Norges Bank
Norway
$23.5M
Goldman Sachs
14
Goldman Sachs
New York
$22.1M +$9.98M +336,371 +41%
BAM
15
Burgundy Asset Management
Ontario, Canada
$18.9M -$746K -25,142 -2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$18M +$302K +10,180 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$16.9M +$14.1M +474,718 +114%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$16.3M -$11.8M -397,525 -32%
Marshall Wace
19
Marshall Wace
United Kingdom
$14.9M +$11.6M +389,714 +99%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$14M -$22.4M -753,686 -51%
N
21
Nuveen
North Carolina
$14M +$3.01M +101,334 +16%
Renaissance Technologies
22
Renaissance Technologies
New York
$12M +$18.7M +629,300 New
JP Morgan Chase
23
JP Morgan Chase
New York
$10.9M +$1.56M +52,690 +10%
MWNA
24
Marshall Wace North America
New York
$10.5M +$15.6M +526,248 +2,036%
Morgan Stanley
25
Morgan Stanley
New York
$9.94M +$4.19M +141,168 +37%

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.