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Federated Hermes

279 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

29% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $900K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 258279 (+21)

0% more capital invested

Capital invested by funds: $2.32B → $2.33B (+$9.94M)

0.57% less ownership

Funds ownership: 79.53%78.95% (-0.57%)

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
43
Increased
84
Reduced
108
Closed
20
Calls
$1.17M
Puts
$900K
Net Calls
+$265K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M -$21M -614,711 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$274M -$22.2M -649,446 -7%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$107M -$1.69M -49,496 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$100M +$753K +22,073 +0.7%
State Street
5
State Street
Massachusetts
$93.2M -$3.48M -101,967 -3%
Canada Life
6
Canada Life
Manitoba, Canada
$77.9M -$23.3M -682,504 -22%
BAM
7
Burgundy Asset Management
Ontario, Canada
$77M -$2.18M -63,913 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.2M +$521K +15,260 +0.7%
Invesco
9
Invesco
Georgia
$70.2M +$10.5M +308,456 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$68.1M -$2.43M -71,276 -3%
Victory Capital Management
11
Victory Capital Management
Texas
$65.1M -$5.53M -162,011 -8%
Charles Schwab
12
Charles Schwab
California
$62.1M -$14.3M -420,028 -18%
Millennium Management
13
Millennium Management
New York
$59.3M +$27.5M +806,564 +82%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$56.2M -$2.11M -61,966 -4%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$41.5M -$13.8K -404 -0%
Northern Trust
16
Northern Trust
Illinois
$38.5M -$2.31M -67,829 -6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$33.8M +$1.86M +54,523 +6%
Citadel Advisors
18
Citadel Advisors
Florida
$33.3M -$22.5M -659,133 -40%
Goldman Sachs
19
Goldman Sachs
New York
$28.2M +$9.39M +275,215 +48%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$23.5M -$20.1M -588,720 -45%
RL
21
Ruffer LLP
United Kingdom
$22M -$7.62M -223,318 -25%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.5M +$262K +7,691 +1%
N
23
Nuveen
North Carolina
$18.6M -$97K -2,843 -0.5%
PP
24
Prospector Partners
Connecticut
$17.1M +$5.97K +175 +0%
RA
25
Royce & Associates
New York
$16.7M -$2M -58,672 -10%

FHI Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2022, worth a combined $2.33B — up 0.43% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FHI positions and 20 closed out — a net gain of 23 holders — while 84 added to existing stakes and 108 trimmed.

The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Canada Life, cutting an estimated $23.3M.

  • 279 institutional investors held Federated Hermes (FHI) as of Q3 2022, up from 258 in Q2 2022.
  • Funds reported $2.33B of Federated Hermes stock for Q3 2022, up 0.43% quarter-over-quarter.
  • 43 funds opened new Federated Hermes positions in Q3 2022 and 20 closed out, a net change of +23 holders.
  • The largest Federated Hermes buyer in Q3 2022 was Millennium Management, an estimated $27.5M added.
  • The largest Federated Hermes seller in Q3 2022 was Canada Life, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2022.