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Federated Hermes

274 hedge funds and large institutions have $1.9B invested in Federated Hermes in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $758K

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

24% more capital invested

Capital invested by funds: $1.53B → $1.9B (+$363M)

3% more funds holding

Funds holding: 267274 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 80.3%79.72% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 102

Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
94
Reduced
102
Closed
30
Calls
$5.59M
Puts
$758K
Net Calls
+$4.83M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$306M -$4.72M -213,320 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M -$8.76M -395,677 -4%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$149M -$2.2M -99,493 -2%
Canada Life
4
Canada Life
Manitoba, Canada
$116M -$16.8M -758,526 -13%
State Street
5
State Street
Massachusetts
$76.8M +$739K +33,357 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$67.7M +$747K +33,739 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$53.5M +$8.21M +370,810 +20%
Invesco
8
Invesco
Georgia
$41.1M -$46.7M -2,108,300 -55%
Charles Schwab
9
Charles Schwab
California
$38.8M +$7.07M +319,218 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.6M +$704K +31,802 +2%
Northern Trust
11
Northern Trust
Illinois
$38.2M -$1.13M -50,977 -3%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$36.8M +$15.5M +700,960 +82%
AQR Capital Management
13
AQR Capital Management
Connecticut
$34.8M +$12.1M +545,851 +58%
Citadel Advisors
14
Citadel Advisors
Florida
$33.5M +$11.6M +523,082 +59%
Norges Bank
15
Norges Bank
Norway
$32.2M +$2.81M +127,100 +10%
BAM
16
Burgundy Asset Management
Ontario, Canada
$23.7M +$178K +8,057 +0.8%
Goldman Sachs
17
Goldman Sachs
New York
$22.9M -$4.31M -194,560 -17%
N
18
Nuveen
North Carolina
$22.1M +$4.39M +198,096 +27%
Prudential Financial
19
Prudential Financial
New Jersey
$18.6M +$14.8M +666,415 +561%
APG Asset Management
20
APG Asset Management
Netherlands
$18.1M -$24.4M -1,103,380 -56%
MWNA
21
Marshall Wace North America
New York
$18M +$4.64M +209,391 +38%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.4M +$2.65M +119,716 +21%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$16.1M -$1.15M -51,864 -7%
Marshall Wace
24
Marshall Wace
United Kingdom
$15.6M -$2.74M -123,732 -16%
Principal Financial Group
25
Principal Financial Group
Iowa
$14.9M +$5.74M +259,417 +70%

FHI Hedge Fund Activity: Q2 2020 in Review

274 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2020, worth a combined $1.9B — up 24% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FHI positions and 30 closed out — a net gain of 8 holders — while 94 added to existing stakes and 102 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $15.5M. The largest seller was Invesco, cutting an estimated $46.7M.

  • 274 institutional investors held Federated Hermes (FHI) as of Q2 2020, up from 267 in Q1 2020.
  • Funds reported $1.9B of Federated Hermes stock for Q2 2020, up 24% quarter-over-quarter.
  • 38 funds opened new Federated Hermes positions in Q2 2020 and 30 closed out, a net change of +8 holders.
  • The largest Federated Hermes buyer in Q2 2020 was Schroder Investment Management Group, an estimated $15.5M added.
  • The largest Federated Hermes seller in Q2 2020 was Invesco, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2020.