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Federated Hermes

285 hedge funds and large institutions have $2.44B invested in Federated Hermes in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 99

8% more capital invested

Capital invested by funds: $2.26B → $2.44B (+$181M)

0.11% more ownership

Funds ownership: 79%79.11% (+0.11%)

3% less funds holding

Funds holding: 295285 (-10)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
285
Holders Change
-10
Holders Change %
-3.39%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
118
Reduced
99
Closed
39
Calls
$4.51M
Puts
$2.13M
Net Calls
+$2.38M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$414M +$23.5M +801,494 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$290M +$8.98M +305,808 +3%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$156M -$3.77M -128,455 -3%
Canada Life
4
Canada Life
Manitoba, Canada
$102M -$4.2M -142,915 -4%
State Street
5
State Street
Massachusetts
$92.2M -$1.76M -60,022 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79.3M -$5.14M -174,820 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$75M +$4.41M +149,986 +7%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$68M +$1.13M +38,633 +2%
BAM
9
Burgundy Asset Management
Ontario, Canada
$65.7M -$47.8K -1,628 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$57.7M +$3.02M +102,940 +6%
Charles Schwab
11
Charles Schwab
California
$55.9M -$41K -1,396 -0.1%
Prudential Financial
12
Prudential Financial
New Jersey
$55.1M -$5.79M -197,157 -10%
Northern Trust
13
Northern Trust
Illinois
$44M -$1.6M -54,306 -4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$41.6M +$6.21M +211,353 +19%
N
15
Nuveen
North Carolina
$40.8M +$64.1K +2,183 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$39.8M +$3.52M +119,744 +10%
Invesco
17
Invesco
Georgia
$35.2M +$9.27M +315,665 +39%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$30.9M -$3M -102,067 -9%
Norges Bank
19
Norges Bank
Norway
$29.2M -$11.9M -406,361 -30%
Bank of America
20
Bank of America
North Carolina
$25.3M +$3.52M +119,798 +17%
JP Morgan Chase
21
JP Morgan Chase
New York
$23.9M +$1.15M +39,223 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$17.7M +$892K +30,375 +6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$17.7M -$4.46M -151,924 -21%
SC
24
Samlyn Capital
New York
$17.1M +$16.1M +546,627 New
PPA
25
Parametric Portfolio Associates
Washington
$15.6M +$880K +29,970 +6%

FHI Hedge Fund Activity: Q1 2021 in Review

285 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2021, worth a combined $2.44B — up 8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 30 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 118 added.

The largest buyer was BlackRock, adding an estimated $23.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $14.5M sold.

  • 285 institutional investors held Federated Hermes (FHI) as of Q1 2021, down from 295 in Q4 2020.
  • Funds reported $2.44B of Federated Hermes stock for Q1 2021, up 8% quarter-over-quarter.
  • 30 funds opened new Federated Hermes positions in Q1 2021 and 39 closed out, a net change of -9 holders.
  • The largest Federated Hermes buyer in Q1 2021 was BlackRock, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2021 was Balyasny Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.