Federated Hermes
266 hedge funds and large institutions have $2.68B invested in Federated Hermes in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 118 reducing their positions, and 51 closing their positions.
222% more call options, than puts
Call options by funds: $4.49M | Put options by funds: $1.39M
10% more capital invested
Capital invested by funds: $2.44B → $2.68B (+$243M)
1.55% more ownership
Funds ownership: 79.11% → 80.66% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 285 → 266 (-19)
30% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 118
35% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 2 |
RL
Ruffer LLP
London,
United Kingdom
|
+$102M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$31M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$23.3M |
| 5 |
BCM
Basswood Capital Management
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$49.5M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$48.1M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$22M |
| 4 |
Goldman Sachs
New York
|
-$20.3M |
| 5 |
BlackRock
New York
|
-$19.6M |
FHI Hedge Fund Activity: Q2 2021 in Review
266 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2021, worth a combined $2.68B — up 10% from $2.44B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of FHI and 33 opened new positions — a net loss of 18 holders — while 118 trimmed existing stakes and 83 added.
The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Schneider Downs Wealth Management Advisors, cutting an estimated $49.5M.
- 266 institutional investors held Federated Hermes (FHI) as of Q2 2021, down from 285 in Q1 2021.
- Funds reported $2.68B of Federated Hermes stock for Q2 2021, up 10% quarter-over-quarter.
- 33 funds opened new Federated Hermes positions in Q2 2021 and 51 closed out, a net change of -18 holders.
- The largest Federated Hermes buyer in Q2 2021 was Fidelity Investments, an estimated $114M added.
- The largest Federated Hermes seller in Q2 2021 was Schneider Downs Wealth Management Advisors, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2021.