Federated Hermes
285 hedge funds and large institutions have $2.45B 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.
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: 2 → 3 (+1)
19% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 99
8% more capital invested
Capital invested by funds: $2.27B → $2.45B (+$182M)
0.11% more ownership
Funds ownership: 79% → 79.11% (+0.11%)
3% less funds holding
Funds holding: 295 → 285 (-10)
23% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$23.5M |
| 2 |
SC
Samlyn Capital
New York
|
+$16.1M |
| 3 |
Millennium Management
New York
|
+$9.52M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.27M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.5M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$13.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$11.9M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$6.89M |
FHI Hedge Fund Activity: Q1 2021 in Review
285 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2021, worth a combined $2.45B — up 8% from $2.27B 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 $2.45B 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.