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Federated Hermes

276 hedge funds and large institutions have $1.72B invested in Federated Hermes in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $908K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 274276 (+2)

0.14% more ownership

Funds ownership: 79.72%79.86% (+0.14%)

9% less capital invested

Capital invested by funds: $1.9B → $1.72B (-$178M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
92
Reduced
114
Closed
29
Calls
$7.76M
Puts
$908K
Net Calls
+$6.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$266M -$12.9M -545,030 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$190M -$12.2M -514,049 -5%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$127M -$8.97M -378,210 -6%
Canada Life
4
Canada Life
Manitoba, Canada
$97.7M -$8.45M -356,266 -7%
State Street
5
State Street
Massachusetts
$65.7M -$4.46M -188,047 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.9M -$1.71M -72,113 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$47M -$1.66M -70,003 -3%
Charles Schwab
8
Charles Schwab
California
$37.8M +$2.82M +118,903 +7%
AQR Capital Management
9
AQR Capital Management
Connecticut
$35.5M +$4M +168,781 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.4M +$414K +17,447 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$35M +$5.08M +214,049 +15%
Prudential Financial
12
Prudential Financial
New Jersey
$33M +$17.8M +748,604 +95%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$32.3M -$1.92M -81,028 -5%
Northern Trust
14
Northern Trust
Illinois
$31.6M -$3.35M -141,045 -9%
N
15
Nuveen
North Carolina
$29.2M +$10.1M +425,268 +46%
Norges Bank
16
Norges Bank
Norway
$28.3M -$1.04M -43,900 -3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$27.3M +$15.3M +646,456 +104%
BAM
18
Burgundy Asset Management
Ontario, Canada
$23.4M +$2.13M +89,917 +9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$23.3M +$9.54M +402,232 +59%
Invesco
20
Invesco
Georgia
$21.3M -$17.6M -743,720 -43%
Goldman Sachs
21
Goldman Sachs
New York
$20M -$833K -35,128 -4%
MWNA
22
Marshall Wace North America
New York
$18.4M +$2.17M +91,650 +12%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.5M +$1.07M +45,277 +7%
Bank of America
24
Bank of America
North Carolina
$14.2M +$2.03M +85,545 +15%
JP Morgan Chase
25
JP Morgan Chase
New York
$12.3M -$2.65M -111,798 -16%

FHI Hedge Fund Activity: Q3 2020 in Review

276 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2020, worth a combined $1.72B — down 9.4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Prudential Financial, adding an estimated $17.8M. The largest seller was APG Asset Management, exiting entirely with an estimated $18.1M sold.

  • 276 institutional investors held Federated Hermes (FHI) as of Q3 2020, up from 274 in Q2 2020.
  • Funds reported $1.72B of Federated Hermes stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q3 2020 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q3 2020 was Prudential Financial, an estimated $17.8M added.
  • The largest Federated Hermes seller in Q3 2020 was APG Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2020.