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Federated Hermes

261 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $5M | Put options by funds: $902K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more ownership

Funds ownership: 79.97%82.96% (+3%)

0% more funds holding

Funds holding: 261261 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

11% less capital invested

Capital invested by funds: $2.91B → $2.59B (-$311M)

Holders
261
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
90
Reduced
98
Closed
29
Calls
$5M
Puts
$902K
Net Calls
+$4.1M
Net Calls Change
+$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M +$15.9M +466,504 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M +$2.49M +73,168 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$141M -$11.9M -349,114 -8%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$111M +$1.07M +31,543 +1%
Canada Life
5
Canada Life
Manitoba, Canada
$108M +$1.13M +33,183 +1%
State Street
6
State Street
Massachusetts
$106M +$14.9K +438 +0%
RL
7
Ruffer LLP
United Kingdom
$83.8M -$15M -440,446 -15%
BAM
8
Burgundy Asset Management
Ontario, Canada
$79.7M -$595K -17,501 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$79.7M -$5.68M -166,960 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$76.6M +$1.39M +40,797 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$74.7M +$19.3M +565,833 +35%
Charles Schwab
12
Charles Schwab
California
$74.6M +$4.32M +126,825 +6%
Invesco
13
Invesco
Georgia
$62.1M +$23.5M +690,423 +61%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$58.6M +$515K +15,134 +0.9%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$55.4M +$2.32M +68,205 +4%
Northern Trust
16
Northern Trust
Illinois
$50M -$1.62M -47,723 -3%
Fidelity International
17
Fidelity International
Bermuda
$30.8M -$1.8M -52,820 -6%
Norges Bank
18
Norges Bank
Norway
$24.2M -$3.26M -95,900 -12%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$21.7M +$1M +29,452 +5%
N
20
Nuveen
North Carolina
$21.7M -$10.1M -295,443 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.8M -$2.94M -86,520 -13%
Goldman Sachs
22
Goldman Sachs
New York
$19.3M -$740K -21,742 -4%
RA
23
Royce & Associates
New York
$18M +$1.18M +34,824 +7%
PP
24
Prospector Partners
Connecticut
$17.5M +$1.71M +50,250 +11%
GC
25
Gillson Capital
Illinois
$17.5M +$17.4M +512,637 New

FHI Hedge Fund Activity: Q1 2022 in Review

261 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2022, worth a combined $2.59B — down 11% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $23.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $28.4M sold.

  • 261 institutional investors held Federated Hermes (FHI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.59B of Federated Hermes stock for Q1 2022, down 11% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q1 2022 was Invesco, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2022 was Basswood Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2022.