Federated Hermes
295 hedge funds and large institutions have $2.27B invested in Federated Hermes in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 121 reducing their positions, and 28 closing their positions.
222% more call options, than puts
Call options by funds: $4.55M | Put options by funds: $1.41M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
32% more capital invested
Capital invested by funds: $1.72B → $2.27B (+$545M)
7% more funds holding
Funds holding: 276 → 295 (+19)
0.87% less ownership
Funds ownership: 79.86% → 79% (-0.87%)
35% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$26.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$23M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$36.7M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$29.7M |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$20.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$20.1M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.4M |
FHI Hedge Fund Activity: Q4 2020 in Review
295 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2020, worth a combined $2.27B — up 32% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FHI positions and 28 closed out — a net gain of 20 holders — while 79 added to existing stakes and 121 trimmed.
The largest buyer was Burgundy Asset Management, adding an estimated $26.9M. The largest seller was Citadel Advisors, cutting an estimated $36.7M.
- 295 institutional investors held Federated Hermes (FHI) as of Q4 2020, up from 276 in Q3 2020.
- Funds reported $2.27B of Federated Hermes stock for Q4 2020, up 32% quarter-over-quarter.
- 48 funds opened new Federated Hermes positions in Q4 2020 and 28 closed out, a net change of +20 holders.
- The largest Federated Hermes buyer in Q4 2020 was Burgundy Asset Management, an estimated $26.9M added.
- The largest Federated Hermes seller in Q4 2020 was Citadel Advisors, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2020.