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Federated Hermes

258 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $763K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1% less funds holding

Funds holding: 261258 (-3)

3.44% less ownership

Funds ownership: 82.96%79.53% (-3.4%)

11% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$274M)

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 121

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
70
Reduced
121
Closed
29
Calls
$1.06M
Puts
$763K
Net Calls
+$302K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M -$20.1M -635,220 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M -$9.56M -301,755 -3%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$104M +$408K +12,888 +0.4%
Canada Life
4
Canada Life
Manitoba, Canada
$96.4M -$241K -7,614 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.4M -$35.8M -1,128,951 -27%
State Street
6
State Street
Massachusetts
$92.7M -$6.5M -205,121 -7%
BAM
7
Burgundy Asset Management
Ontario, Canada
$75.9M +$1.48M +46,635 +2%
Charles Schwab
8
Charles Schwab
California
$72.9M +$3.29M +103,956 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$71.7M +$149K +4,714 +0.2%
Victory Capital Management
10
Victory Capital Management
Texas
$67.7M -$2.13M -67,326 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$67.6M -$6.74M -212,713 -9%
Invesco
12
Invesco
Georgia
$57.6M -$354K -11,186 -0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$56M +$1.27M +39,961 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$52.9M +$45.3M +1,430,671 +614%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$41.3M +$26.4M +832,045 +178%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$39.8M -$11.8M -372,348 -23%
Northern Trust
17
Northern Trust
Illinois
$39.1M -$7.62M -240,619 -16%
Millennium Management
18
Millennium Management
New York
$31.3M +$31.2M +983,950 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$30.7M +$28.6M +902,609 +1,450%
RL
20
Ruffer LLP
United Kingdom
$28.3M -$49.8M -1,571,395 -64%
Norges Bank
21
Norges Bank
Norway
$20.8M -$1.78M -56,323 -8%
Fidelity International
22
Fidelity International
Bermuda
$18.6M -$10.2M -320,911 -35%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.4M +$412 +13 +0%
Goldman Sachs
24
Goldman Sachs
New York
$18.3M +$317K +9,998 +2%
N
25
Nuveen
North Carolina
$18M -$2.45M -77,399 -12%

FHI Hedge Fund Activity: Q2 2022 in Review

258 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2022, worth a combined $2.32B — down 11% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FHI positions and 29 closed out — a net gain of 4 holders — while 70 added to existing stakes and 121 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Ruffer LLP, cutting an estimated $49.8M.

  • 258 institutional investors held Federated Hermes (FHI) as of Q2 2022, down from 261 in Q1 2022.
  • Funds reported $2.32B of Federated Hermes stock for Q2 2022, down 11% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q2 2022 and 29 closed out, a net change of +4 holders.
  • The largest Federated Hermes buyer in Q2 2022 was Citadel Advisors, an estimated $45.3M added.
  • The largest Federated Hermes seller in Q2 2022 was Ruffer LLP, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2022.